UNITED WAY,INC. D/B/A UNITED WAY OF CENTRAL & NE CT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT
| Measure | Date | Value |
|---|
| 2024 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2024 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2024-11-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-11-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-11-20 | 3996731 |
| Net assets as of the end of the plan year | 2024-11-20 | 0 |
| Total assets as of the beginning of the plan year | 2024-11-20 | 3579492 |
| Value of plan covered by a fidelity bond | 2024-11-20 | 1000000 |
| Other expenses paid from plan in this plan year | 2024-11-20 | 6028 |
| Other income to plan in this plan year | 2024-11-20 | 247473 |
| Plan net income in this plan year | 2024-11-20 | -3579492 |
| Net assets as of the end of the plan year | 2024-11-20 | 0 |
| Net assets as of the beginning of the plan year | 2024-11-20 | 3579492 |
| Employer contributions to plan in this plan year | 2024-11-20 | 169766 |
| Total liabilities as of the end of the plan year | 2024-09-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-20 | 141111 |
| Net assets as of the end of the plan year | 2024-09-20 | 3579492 |
| Total assets as of the beginning of the plan year | 2024-09-20 | 3137725 |
| Value of plan covered by a fidelity bond | 2024-09-20 | 1000000 |
| Other expenses paid from plan in this plan year | 2024-09-20 | 20058 |
| Other income to plan in this plan year | 2024-09-20 | 552878 |
| Plan net income in this plan year | 2024-09-20 | 441767 |
| Net assets as of the end of the plan year | 2024-09-20 | 3579492 |
| Net assets as of the beginning of the plan year | 2024-09-20 | 3137725 |
| Employer contributions to plan in this plan year | 2024-09-20 | 30000 |
| 2022 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-06 | 254317 |
| Net assets as of the end of the plan year | 2022-06-06 | 3400842 |
| Total assets as of the beginning of the plan year | 2022-06-06 | 3108955 |
| Value of plan covered by a fidelity bond | 2022-06-06 | 1000000 |
| Other income to plan in this plan year | 2022-06-06 | 381047 |
| Plan net income in this plan year | 2022-06-06 | 291887 |
| Net assets as of the end of the plan year | 2022-06-06 | 3400842 |
| Net assets as of the beginning of the plan year | 2022-06-06 | 3108955 |
| Employer contributions to plan in this plan year | 2022-06-06 | 165157 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-06 | 25147 |
| 2019 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $85,429 |
| Total income from all sources (including contributions) | 2019-12-31 | $85,429 |
| Total of all expenses incurred | 2019-12-31 | $258,173 |
| Total of all expenses incurred | 2019-12-31 | $258,173 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $247,194 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $247,194 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $25,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $25,000 |
| Value of total assets at end of year | 2019-12-31 | $3,407,903 |
| Value of total assets at end of year | 2019-12-31 | $3,407,903 |
| Value of total assets at beginning of year | 2019-12-31 | $3,580,647 |
| Value of total assets at beginning of year | 2019-12-31 | $3,580,647 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,979 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $10,979 |
| Total interest from all sources | 2019-12-31 | $60,429 |
| Total interest from all sources | 2019-12-31 | $60,429 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-172,744 |
| Value of net income/loss | 2019-12-31 | $-172,744 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,407,903 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,407,903 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,580,647 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,580,647 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Interest earned on other investments | 2019-12-31 | $60,429 |
| Interest earned on other investments | 2019-12-31 | $60,429 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,407,903 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,407,903 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,580,647 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $3,580,647 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $25,000 |
| Contributions received in cash from employer | 2019-12-31 | $25,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $247,194 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $247,194 |
| Contract administrator fees | 2019-12-31 | $10,979 |
| Contract administrator fees | 2019-12-31 | $10,979 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
| Accountancy firm name | 2019-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2019-12-31 | 221478099 |
| Accountancy firm EIN | 2019-12-31 | 221478099 |
| 2018 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $148,625 |
| Total of all expenses incurred | 2018-12-31 | $236,799 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $225,217 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $112,500 |
| Value of total assets at end of year | 2018-12-31 | $3,580,647 |
| Value of total assets at beginning of year | 2018-12-31 | $3,668,821 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,582 |
| Total interest from all sources | 2018-12-31 | $36,125 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $64 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-88,174 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,580,647 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,668,821 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Interest earned on other investments | 2018-12-31 | $36,125 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $3,580,647 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,668,821 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $112,500 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $225,217 |
| Contract administrator fees | 2018-12-31 | $11,518 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2018-12-31 | 221478099 |
| 2017 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $393,212 |
| Total of all expenses incurred | 2017-12-31 | $138,315 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $118,562 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $150,000 |
| Value of total assets at end of year | 2017-12-31 | $3,668,821 |
| Value of total assets at beginning of year | 2017-12-31 | $3,413,924 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $19,753 |
| Total interest from all sources | 2017-12-31 | $22,905 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $8,925 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $254,897 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,668,821 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,413,924 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,783,647 |
| Interest earned on other investments | 2017-12-31 | $22,905 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,668,821 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $630,277 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $220,307 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $150,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $118,562 |
| Contract administrator fees | 2017-12-31 | $10,828 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2017-12-31 | 221478099 |
| 2016 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $372,903 |
| Total of all expenses incurred | 2016-12-31 | $1,317,057 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,292,804 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $150,000 |
| Value of total assets at end of year | 2016-12-31 | $3,413,924 |
| Value of total assets at beginning of year | 2016-12-31 | $4,358,078 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $24,253 |
| Total interest from all sources | 2016-12-31 | $8,092 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $8,925 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Administrative expenses (other) incurred | 2016-12-31 | $1,600 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-944,154 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,413,924 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,358,078 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,783,647 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $3,232,710 |
| Interest earned on other investments | 2016-12-31 | $8,092 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $630,277 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,125,368 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $214,811 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $150,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,292,804 |
| Contract administrator fees | 2016-12-31 | $13,728 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | COHNREZNICK, LLP |
| Accountancy firm EIN | 2016-12-31 | 221478099 |
| 2015 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2015 401k financial data |
|---|
| Total transfer of assets to this plan | 2015-12-31 | $28,440 |
| Total income from all sources (including contributions) | 2015-12-31 | $160,098 |
| Total of all expenses incurred | 2015-12-31 | $136,979 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $112,269 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $141,000 |
| Value of total assets at end of year | 2015-12-31 | $4,358,078 |
| Value of total assets at beginning of year | 2015-12-31 | $4,306,519 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $24,710 |
| Total interest from all sources | 2015-12-31 | $11,629 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $9,610 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Administrative expenses (other) incurred | 2015-12-31 | $1,200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $23,119 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,358,078 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,306,519 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $3,232,710 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $3,219,298 |
| Interest earned on other investments | 2015-12-31 | $11,629 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,125,368 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,087,221 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $7,469 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $141,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $112,269 |
| Contract administrator fees | 2015-12-31 | $13,900 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | COHNREZNICK LLP |
| Accountancy firm EIN | 2015-12-31 | 221478099 |
| 2014 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $353,873 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $92,380 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $67,868 |
| Total plan assets at end of year | 2014-12-31 | $4,306,519 |
| Total plan assets at beginning of year | 2014-12-31 | $4,045,026 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $24,512 |
| Other income received | 2014-12-31 | $221,873 |
| Net income (gross income less expenses) | 2014-12-31 | $261,493 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,306,519 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,045,026 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $132,000 |
| 2013 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $655,685 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $71,486 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $39,184 |
| Total plan assets at end of year | 2013-12-31 | $4,045,026 |
| Total plan assets at beginning of year | 2013-12-31 | $3,460,827 |
| Value of fidelity bond covering the plan | 2013-12-31 | $425,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $32,302 |
| Other income received | 2013-12-31 | $520,606 |
| Net income (gross income less expenses) | 2013-12-31 | $584,199 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,045,026 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,460,827 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $135,079 |
| 2012 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $474,142 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $219,878 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $205,038 |
| Total plan assets at end of year | 2012-12-31 | $3,460,827 |
| Total plan assets at beginning of year | 2012-12-31 | $3,206,563 |
| Value of fidelity bond covering the plan | 2012-12-31 | $425,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $14,840 |
| Other income received | 2012-12-31 | $315,245 |
| Net income (gross income less expenses) | 2012-12-31 | $254,264 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,460,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,206,563 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $158,897 |
| 2011 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $171,354 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $91,707 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $60,036 |
| Total plan assets at end of year | 2011-12-31 | $3,206,563 |
| Total plan assets at beginning of year | 2011-12-31 | $3,126,916 |
| Value of fidelity bond covering the plan | 2011-12-31 | $425,000 |
| Other income received | 2011-12-31 | $18,277 |
| Net income (gross income less expenses) | 2011-12-31 | $79,647 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,206,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,126,916 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $153,077 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $31,671 |
| 2010 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $431,690 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $62,685 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $39,193 |
| Total plan assets at end of year | 2010-12-31 | $3,126,916 |
| Total plan assets at beginning of year | 2010-12-31 | $2,757,911 |
| Value of fidelity bond covering the plan | 2010-12-31 | $425,000 |
| Other income received | 2010-12-31 | $320,760 |
| Net income (gross income less expenses) | 2010-12-31 | $369,005 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,126,916 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,757,911 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $110,930 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $23,492 |
