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UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 401k Plan overview

Plan NameUNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN
Plan identification number 001

UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

UNITED WAY OF DELAWARE AND OTSEGO has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF DELAWARE AND OTSEGO
Employer identification number (EIN):160929038
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01KIM LORRAINE
0012016-01-01SUSAN KURKOWSKI
0012015-01-01SUSAN KURKOWSKI
0012014-01-01LADONNA LILLEY, TREAS
0012013-01-01LADONNA LILLEY, TREAS
0012012-01-01THERESA CAPUANO, EXECUTIVE DIRECTOR
0012011-01-01THERESA CAPUANO EXECUTIVE DIRECTOR
0012010-01-01THERESA CAPUANO EXECUTIVE DIRECTOR
0012009-01-01THERESA CAPUANO EXECUTIVE DIRECTOR

Plan Statistics for UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN

401k plan membership statisitcs for UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN

Measure Date Value
2017: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-010
Total of all active and inactive participants2017-01-010
Total participants2017-01-010
2016: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011
Total of all active and inactive participants2016-01-010
Total participants2016-01-010
2015: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011
Total number of active participants reported on line 7a of the Form 55002015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-012
Total participants2015-01-012
2014: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013
Total number of active participants reported on line 7a of the Form 55002014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
2013: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-011
Total of all active and inactive participants2013-01-013
Total participants2013-01-013
2012: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-012
Total participants2012-01-012
Number of participants with account balances2012-01-012
2011: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-012
Total participants2011-01-012
Number of participants with account balances2011-01-012
2010: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-012
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN

Measure Date Value
2017 : UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2017 401k financial data
Total plan assets at end of year2017-12-31$1
Total plan assets at beginning of year2017-12-31$1
Net plan assets at end of year (total assets less liabilities)2017-12-31$1
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1
2016 : UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2016 401k financial data
Total income from all sources2016-12-31$620
Expenses. Total of all expenses incurred2016-12-31$21,358
Benefits paid (including direct rollovers)2016-12-31$21,358
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$20,738
Other income received2016-12-31$620
Net income (gross income less expenses)2016-12-31$-20,738
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$20,738
2015 : UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2015 401k financial data
Total income from all sources2015-12-31$606
Total plan assets at end of year2015-12-31$20,738
Total plan assets at beginning of year2015-12-31$20,132
Other income received2015-12-31$606
Net income (gross income less expenses)2015-12-31$606
Net plan assets at end of year (total assets less liabilities)2015-12-31$20,738
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$20,132
2014 : UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2014 401k financial data
Total income from all sources2014-12-31$4,580
Expenses. Total of all expenses incurred2014-12-31$124,047
Benefits paid (including direct rollovers)2014-12-31$124,047
Total plan assets at end of year2014-12-31$20,132
Total plan assets at beginning of year2014-12-31$139,599
Total contributions received or receivable from participants2014-12-31$1,200
Other income received2014-12-31$1,182
Net income (gross income less expenses)2014-12-31$-119,467
Net plan assets at end of year (total assets less liabilities)2014-12-31$20,132
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$139,599
Total contributions received or receivable from employer(s)2014-12-31$2,198
2013 : UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2013 401k financial data
Total income from all sources2013-12-31$30,994
Total plan assets at end of year2013-12-31$139,599
Total plan assets at beginning of year2013-12-31$108,605
Total contributions received or receivable from participants2013-12-31$3,900
Other income received2013-12-31$22,741
Net income (gross income less expenses)2013-12-31$30,994
Net plan assets at end of year (total assets less liabilities)2013-12-31$139,599
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$108,605
Total contributions received or receivable from employer(s)2013-12-31$4,353
2012 : UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2012 401k financial data
Total income from all sources2012-12-31$20,695
Total plan assets at end of year2012-12-31$108,605
Total plan assets at beginning of year2012-12-31$87,910
Total contributions received or receivable from participants2012-12-31$3,900
Other income received2012-12-31$13,289
Net income (gross income less expenses)2012-12-31$20,695
Net plan assets at end of year (total assets less liabilities)2012-12-31$108,605
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$87,910
Total contributions received or receivable from employer(s)2012-12-31$3,506
2011 : UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2011 401k financial data
Total income from all sources2011-12-31$4,775
Expenses. Total of all expenses incurred2011-12-31$62
Total plan assets at end of year2011-12-31$87,910
Total plan assets at beginning of year2011-12-31$83,197
Total contributions received or receivable from participants2011-12-31$3,120
Expenses. Other expenses not covered elsewhere2011-12-31$62
Other income received2011-12-31$-1,425
Net income (gross income less expenses)2011-12-31$4,713
Net plan assets at end of year (total assets less liabilities)2011-12-31$87,910
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$83,197
Total contributions received or receivable from employer(s)2011-12-31$3,080
2010 : UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2010 401k financial data
Total income from all sources2010-12-31$17,496
Expenses. Total of all expenses incurred2010-12-31$63
Total plan assets at end of year2010-12-31$83,197
Total plan assets at beginning of year2010-12-31$65,764
Total contributions received or receivable from participants2010-12-31$5,096
Expenses. Other expenses not covered elsewhere2010-12-31$63
Other income received2010-12-31$7,544
Net income (gross income less expenses)2010-12-31$17,433
Net plan assets at end of year (total assets less liabilities)2010-12-31$83,197
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$65,764
Total contributions received or receivable from employer(s)2010-12-31$4,856

Form 5500 Responses for UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN

2017: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED WAY OF DELAWARE AND OTSEGO COUNTIES, INC 403(B) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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