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EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance
  • Long-term disability cover

401k Sponsoring company profile

UNITED WAY FOR SOUTHEASTERN MICHIGAN has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY FOR SOUTHEASTERN MICHIGAN
Employer identification number (EIN):203099071
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01LARA KEATHLEY2022-12-20
0012020-07-01LARA KEATHLEY2022-04-11
0012019-07-01LARA KEATHLEY2021-04-14 LARA KEATHLEY2021-04-14
0012018-07-01KIM SLAPPY2020-04-09
0012017-07-01KIM SLAPPY2019-04-15
0012017-07-01LARA KEATHLEY2021-08-02
0012016-07-01KIM SLAPPY2018-04-12
0012015-07-01KIM SLAPPY2017-04-05
0012014-07-01KIM SLAPPY2016-03-28
0012013-07-01RONALD CARR2015-04-09
0012012-07-01RONALD J. CARR2014-03-31
0012011-07-01RONALD J. CARR2013-04-09
0012010-07-01RONALD J. CARR2012-04-09
0012009-01-01RONALD CARR
0012009-01-01 RONALD CARR2010-08-24

Plan Statistics for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND

Measure Date Value
2022: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 2022 401k membership
Market value of plan assets2022-04-25990,206
Acturial value of plan assets2022-04-25905,595
Funding target for retired participants and beneficiaries receiving payment2022-04-25290,112
Number of terminated vested participants2022-04-2513
Fundng target for terminated vested participants2022-04-25714,342
Active participant vested funding target2022-04-250
Number of active participants2022-04-250
Total funding liabilities for active participants2022-04-250
Total participant count2022-04-2515
Total funding target for all participants2022-04-251,004,454
Balance at beginning of prior year after applicable adjustments2022-04-250
Prefunding balance at beginning of prior year after applicable adjustments2022-04-250
Carryover balanced portion elected for use to offset prior years funding requirement2022-04-250
Prefunding balanced used to offset prior years funding requirement2022-04-250
Amount remaining of carryover balance2022-04-250
Amount remaining of prefunding balance2022-04-250
Present value of excess contributions2022-04-2535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-04-2537
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-04-250
Reductions in caryover balances due to elections or deemed elections2022-04-250
Reductions in prefunding balances due to elections or deemed elections2022-04-250
Balance of carryovers at beginning of current year2022-04-250
Balance of prefunding at beginning of current year2022-04-250
Total employer contributions2022-04-25240,420
Total employee contributions2022-04-250
Contributions allocated toward unpaid minimum require contributions from prior years2022-04-250
Contributions made to avoid restrictions adjusted to valuation date2022-04-250
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-04-25232,542
Liquidity shortfalls end of Q12022-04-250
Liquidity shortfalls end of Q22022-04-250
Liquidity shortfalls end of Q32022-04-250
Liquidity shortfalls end of Q42022-04-250
Unpaid minimum required contributions for all prior years2022-04-250
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-04-250
Remaining amount of unpaid minimum required contributions2022-04-250
Minimum required contributions for current year target normal cost2022-04-252,248
Net shortfall amortization installment of oustanding balance2022-04-2598,859
Waiver amortization installment2022-04-250
Total funding amount beforereflecting carryover/prefunding balances2022-04-2515,128
Additional cash requirement2022-04-2515,128
Contributions allocatedtoward minimum required contributions for current year2022-04-25232,542
Unpaid minimum required contributions for current year2022-04-250
Unpaid minimum required contributions for all years2022-04-250
2021: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 2021 401k membership
Market value of plan assets2021-06-30679,215
Acturial value of plan assets2021-06-30700,903
Funding target for retired participants and beneficiaries receiving payment2021-06-30291,955
Number of terminated vested participants2021-06-3013
Fundng target for terminated vested participants2021-06-30638,584
Active participant vested funding target2021-06-300
Number of active participants2021-06-300
Total funding liabilities for active participants2021-06-300
Total participant count2021-06-3015
Total funding target for all participants2021-06-30930,539
Balance at beginning of prior year after applicable adjustments2021-06-300
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 balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-30328
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-30346
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 year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-3064,480
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 date2021-06-3061,715
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 cost2021-06-3011,069
Net shortfall amortization installment of oustanding balance2021-06-30229,636
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-3061,680
Additional cash requirement2021-06-3061,680
Contributions allocatedtoward minimum required contributions for current year2021-06-3061,715
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 2020 401k membership
Market value of plan assets2020-06-30791,878
Acturial value of plan assets2020-06-30773,333
Funding target for retired participants and beneficiaries receiving payment2020-06-30298,095
Number of terminated vested participants2020-06-3014
Fundng target for terminated vested participants2020-06-30702,299
Active participant vested funding target2020-06-300
Number of active participants2020-06-300
Total funding liabilities for active participants2020-06-300
Total participant count2020-06-3016
Total funding target for all participants2020-06-301,000,394
Balance at beginning of prior year after applicable adjustments2020-06-300
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 balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-3042
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-3044
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 year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-3066,936
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 date2020-06-3063,318
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 cost2020-06-3011,172
Net shortfall amortization installment of oustanding balance2020-06-30227,061
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-3062,990
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-3062,990
Contributions allocatedtoward minimum required contributions for current year2020-06-3063,318
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 2019 401k membership
Market value of plan assets2019-06-301,001,311
Acturial value of plan assets2019-06-30937,802
Funding target for retired participants and beneficiaries receiving payment2019-06-30304,465
Number of terminated vested participants2019-06-3016
Fundng target for terminated vested participants2019-06-30852,578
Active participant vested funding target2019-06-300
Number of active participants2019-06-300
Total funding liabilities for active participants2019-06-300
Total participant count2019-06-3018
Total funding target for all participants2019-06-301,157,043
Balance at beginning of prior year after applicable adjustments2019-06-300
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 balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-3035
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3037
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 year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-3039,700
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 date2019-06-3037,889
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 cost2019-06-3011,378
Net shortfall amortization installment of oustanding balance2019-06-30219,241
Total funding amount beforereflecting carryover/prefunding balances2019-06-3037,847
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-3037,847
Contributions allocatedtoward minimum required contributions for current year2019-06-3037,889
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 2018 401k membership
Market value of plan assets2018-06-30895,482
Acturial value of plan assets2018-06-30859,393
Funding target for retired participants and beneficiaries receiving payment2018-06-30296,789
Number of terminated vested participants2018-06-3016
Fundng target for terminated vested participants2018-06-30754,045
Active participant vested funding target2018-06-300
Number of active participants2018-06-300
Total funding liabilities for active participants2018-06-300
Total participant count2018-06-3018
Total funding target for all participants2018-06-301,050,834
Balance at beginning of prior year after applicable adjustments2018-06-300
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 balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-3036
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-3038
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 year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3033,000
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 date2018-06-3031,707
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 cost2018-06-3011,378
Net shortfall amortization installment of oustanding balance2018-06-30191,441
Total funding amount beforereflecting carryover/prefunding balances2018-06-3031,672
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-3031,672
Contributions allocatedtoward minimum required contributions for current year2018-06-3031,707
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 2017 401k membership
Market value of plan assets2017-06-30775,872
Acturial value of plan assets2017-06-30812,516
Funding target for retired participants and beneficiaries receiving payment2017-06-30300,320
Number of terminated vested participants2017-06-3016
Fundng target for terminated vested participants2017-06-30684,348
Active participant vested funding target2017-06-300
Number of active participants2017-06-300
Total funding liabilities for active participants2017-06-300
Total participant count2017-06-3018
Total funding target for all participants2017-06-30984,668
Balance at beginning of prior year after applicable adjustments2017-06-300
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 balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-3026
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3028
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 year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-3029,000
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 date2017-06-3027,617
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 cost2017-06-3011,378
Net shortfall amortization installment of oustanding balance2017-06-30172,152
Total funding amount beforereflecting carryover/prefunding balances2017-06-3027,581
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-300
Additional cash requirement2017-06-3027,581
Contributions allocatedtoward minimum required contributions for current year2017-06-3027,617
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Total participants2009-01-010

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND

2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF PONTIAC - NORTH OAKLAND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingYes
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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