?>
Logo

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

UNITED WAY OF BUFFALO AND ERIE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF BUFFALO AND ERIE COUNTY
Employer identification number (EIN):160743969
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF BUFFALO AND ERIE COUNTY

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1955-07-15
Company Identification Number: 105861

More information about UNITED WAY OF BUFFALO AND ERIE COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01THOMAS WRINN2023-04-11 THOMAS WRINN2023-04-11
0012020-07-01THOMAS WRINN2022-04-11 THOMAS WRINN2022-04-11
0012019-07-01THOMAS WRINN2021-04-07 THOMAS WRINN2021-04-07
0012018-07-01THOMAS WRINN2020-01-29 THOMAS WRINN2020-01-29
0012017-07-01THOMAS WRINN2019-01-24 THOMAS WRINN2019-01-24
0012016-07-01THOMAS WRINN2018-01-29 THOMAS WRINN2018-01-29
0012015-07-01THOMAS WRINN2017-01-24 THOMAS WRINN2017-01-24
0012014-07-01THOMAS WRINN2016-04-07 THOMAS WRINN2016-04-07
0012013-07-01THOMAS WRINN2015-01-27 THOMAS WRINN2015-01-27
0012012-07-01THOMAS WRINN2014-02-25 THOMAS WRINN2014-02-25
0012011-07-01THOMAS WRINN2013-03-15
0012010-07-01THOMAS WRINN2012-04-06
0012009-07-01 THOMAS WRINN2011-01-26
0012009-07-01THOMAS WRINN

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY 2022 401k membership
Market value of plan assets2022-06-305,433,585
Acturial value of plan assets2022-06-304,958,875
Funding target for retired participants and beneficiaries receiving payment2022-06-30274,002
Number of terminated vested participants2022-06-3042
Fundng target for terminated vested participants2022-06-301,557,554
Active participant vested funding target2022-06-302,956,506
Number of active participants2022-06-3023
Total funding liabilities for active participants2022-06-303,179,811
Total participant count2022-06-3067
Total funding target for all participants2022-06-305,011,367
Balance at beginning of prior year after applicable adjustments2022-06-30374,265
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-30374,265
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-30456,042
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-30245,631
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-30238,976
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-30135,451
Net shortfall amortization installment of oustanding balance2022-06-30508,534
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-30184,591
Additional cash requirement2022-06-30184,591
Contributions allocatedtoward minimum required contributions for current year2022-06-30238,976
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY 2021 401k membership
Market value of plan assets2021-06-304,745,819
Acturial value of plan assets2021-06-304,776,712
Funding target for retired participants and beneficiaries receiving payment2021-06-30425,582
Number of terminated vested participants2021-06-3042
Fundng target for terminated vested participants2021-06-301,368,609
Active participant vested funding target2021-06-302,745,497
Number of active participants2021-06-3026
Total funding liabilities for active participants2021-06-303,017,100
Total participant count2021-06-3070
Total funding target for all participants2021-06-304,811,291
Balance at beginning of prior year after applicable adjustments2021-06-30354,015
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-30354,015
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-30145,899
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30154,142
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-30374,265
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30204,369
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30198,009
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30159,624
Net shortfall amortization installment of oustanding balance2021-06-30408,844
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-30198,009
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30198,009
Contributions allocatedtoward minimum required contributions for current year2021-06-30198,009
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY 2020 401k membership
Market value of plan assets2020-06-304,704,160
Acturial value of plan assets2020-06-304,746,620
Funding target for retired participants and beneficiaries receiving payment2020-06-30241,522
Number of terminated vested participants2020-06-3043
Fundng target for terminated vested participants2020-06-301,623,713
Active participant vested funding target2020-06-302,742,529
Number of active participants2020-06-3029
Total funding liabilities for active participants2020-06-302,924,220
Total participant count2020-06-3073
Total funding target for all participants2020-06-304,789,455
Balance at beginning of prior year after applicable adjustments2020-06-30337,093
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-30337,093
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-3055,311
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3058,536
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-30354,015
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30375,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30364,342
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30146,078
Net shortfall amortization installment of oustanding balance2020-06-30396,850
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30218,443
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30218,443
Contributions allocatedtoward minimum required contributions for current year2020-06-30364,342
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY 2019 401k membership
Market value of plan assets2019-06-304,582,309
Acturial value of plan assets2019-06-304,561,040
Funding target for retired participants and beneficiaries receiving payment2019-06-300
Number of terminated vested participants2019-06-3046
Fundng target for terminated vested participants2019-06-301,851,633
Active participant vested funding target2019-06-302,683,490
Number of active participants2019-06-3032
Total funding liabilities for active participants2019-06-302,778,548
Total participant count2019-06-3078
Total funding target for all participants2019-06-304,630,181
Balance at beginning of prior year after applicable adjustments2019-06-30317,324
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-30317,324
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-30117,249
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-30124,319
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-30337,093
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30300,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30293,164
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30171,535
Net shortfall amortization installment of oustanding balance2019-06-30406,234
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30237,853
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30237,853
Contributions allocatedtoward minimum required contributions for current year2019-06-30293,164
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY 2018 401k membership
Market value of plan assets2018-06-304,128,164
Acturial value of plan assets2018-06-304,126,942
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-3045
Fundng target for terminated vested participants2018-06-301,624,183
Active participant vested funding target2018-06-302,334,811
Number of active participants2018-06-3035
Total funding liabilities for active participants2018-06-302,420,411
Total participant count2018-06-3080
Total funding target for all participants2018-06-304,044,594
Balance at beginning of prior year after applicable adjustments2018-06-30291,337
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-30291,337
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3088,448
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3093,949
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-30317,324
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-30300,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-30292,474
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30175,225
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-30175,225
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-30175,225
Contributions allocatedtoward minimum required contributions for current year2018-06-30292,474
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY 2017 401k membership
Market value of plan assets2017-06-303,626,541
Acturial value of plan assets2017-06-303,775,115
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-3047
Fundng target for terminated vested participants2017-06-301,517,120
Active participant vested funding target2017-06-301,987,233
Number of active participants2017-06-3036
Total funding liabilities for active participants2017-06-302,082,296
Total participant count2017-06-3083
Total funding target for all participants2017-06-303,599,416
Balance at beginning of prior year after applicable adjustments2017-06-30285,093
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-30285,093
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3098,167
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-30104,469
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-30291,337
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-30255,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-30248,294
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30159,846
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-30159,846
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-30159,846
Contributions allocatedtoward minimum required contributions for current year2017-06-30248,294
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY 2009 401k membership
Total participants, beginning-of-year2009-07-0198
Total number of active participants reported on line 7a of the Form 55002009-07-0142
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0149
Total of all active and inactive participants2009-07-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-017

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY

2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF BUFFALO AND ERIE COUNTY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3