401k Plan data: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI plan

403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 401k Plan overview

Plan Name	403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI
Plan identification number	005

403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.

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 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2022-01-01
005 2021-01-01
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 KIM SLAPPY
005 2016-01-01 KIM SLAPPY
005 2015-01-01 KIM SLAPPY
005 2014-01-01 RON CARR
005 2013-01-01 RON CARR
005 2012-01-01 RON CARR
005 2011-01-01 RONALD CARR
005 2009-01-01 RON CARR

Plan Statistics for 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI

401k plan membership statisitcs for 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI

Measure Date Value
2022: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2022 401k membership
Total participants, beginning-of-year 2022-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 207
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 86
Total of all active and inactive participants 2022-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 295
Number of participants with account balances 2022-01-01 292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 28
2021: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2021 401k membership
Total participants, beginning-of-year 2021-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 171
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 83
Total of all active and inactive participants 2021-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 258
Number of participants with account balances 2021-01-01 246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2020 401k membership
Total participants, beginning-of-year 2020-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 154
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 73
Total of all active and inactive participants 2020-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 232
Number of participants with account balances 2020-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2019 401k membership
Total participants, beginning-of-year 2019-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 172
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 58
Total of all active and inactive participants 2019-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 237
Number of participants with account balances 2019-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2018 401k membership
Total participants, beginning-of-year 2018-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 173
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 59
Total of all active and inactive participants 2018-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2017 401k membership
Total participants, beginning-of-year 2017-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 200
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 47
Total of all active and inactive participants 2017-01-01 248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 248
Number of participants with account balances 2017-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2016 401k membership
Total participants, beginning-of-year 2016-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 191
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 231
Number of participants with account balances 2016-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2015 401k membership
Total participants, beginning-of-year 2015-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 181
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 53
Total of all active and inactive participants 2015-01-01 236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 236
Number of participants with account balances 2015-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2014 401k membership
Total participants, beginning-of-year 2014-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 149
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 43
Total of all active and inactive participants 2014-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 193
Number of participants with account balances 2014-01-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2013 401k membership
Total participants, beginning-of-year 2013-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 148
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 19
Total of all active and inactive participants 2013-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 168
Number of participants with account balances 2013-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2012 401k membership
Total participants, beginning-of-year 2012-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 144
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 12
Total of all active and inactive participants 2012-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 157
Number of participants with account balances 2012-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2011 401k membership
Total participants, beginning-of-year 2011-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 112
Number of retired or separated participants receiving benefits 2011-01-01 37
Number of other retired or separated participants entitled to future benefits 2011-01-01 44
Total of all active and inactive participants 2011-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 193
Number of participants with account balances 2011-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2009 401k membership
Total participants, beginning-of-year 2009-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 103
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 69
Total of all active and inactive participants 2009-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 172
Number of participants with account balances 2009-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2022 401k membership
Total participants, beginning-of-year	2022-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	207
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	86
Total of all active and inactive participants	2022-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	295
Number of participants with account balances	2022-01-01	292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	28
2021: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2021 401k membership
Total participants, beginning-of-year	2021-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	171
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	83
Total of all active and inactive participants	2021-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	258
Number of participants with account balances	2021-01-01	246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2020 401k membership
Total participants, beginning-of-year	2020-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	154
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	73
Total of all active and inactive participants	2020-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	232
Number of participants with account balances	2020-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2019 401k membership
Total participants, beginning-of-year	2019-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	172
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	58
Total of all active and inactive participants	2019-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	237
Number of participants with account balances	2019-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2018 401k membership
Total participants, beginning-of-year	2018-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	173
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	59
Total of all active and inactive participants	2018-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2017 401k membership
Total participants, beginning-of-year	2017-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	200
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	47
Total of all active and inactive participants	2017-01-01	248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	248
Number of participants with account balances	2017-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2016 401k membership
Total participants, beginning-of-year	2016-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	191
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	231
Number of participants with account balances	2016-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2015 401k membership
Total participants, beginning-of-year	2015-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	181
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	53
Total of all active and inactive participants	2015-01-01	236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	236
Number of participants with account balances	2015-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2014 401k membership
Total participants, beginning-of-year	2014-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	149
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	43
Total of all active and inactive participants	2014-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	193
Number of participants with account balances	2014-01-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2013 401k membership
Total participants, beginning-of-year	2013-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	148
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	19
Total of all active and inactive participants	2013-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	168
Number of participants with account balances	2013-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2012 401k membership
Total participants, beginning-of-year	2012-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	144
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	12
Total of all active and inactive participants	2012-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	157
Number of participants with account balances	2012-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2011 401k membership
Total participants, beginning-of-year	2011-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	112
Number of retired or separated participants receiving benefits	2011-01-01	37
Number of other retired or separated participants entitled to future benefits	2011-01-01	44
Total of all active and inactive participants	2011-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	193
Number of participants with account balances	2011-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2009 401k membership
Total participants, beginning-of-year	2009-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	103
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	69
Total of all active and inactive participants	2009-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	172
Number of participants with account balances	2009-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI

Measure	Date	Value
2022 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-180,283
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,188,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,134,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,277,618
Value of total assets at end of year	2022-12-31	$7,605,906
Value of total assets at beginning of year	2022-12-31	$8,974,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$54,316
Total interest from all sources	2022-12-31	$8,477
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$305,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$305,419
Administrative expenses professional fees incurred	2022-12-31	$31,696
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$878,633
Participant contributions at end of year	2022-12-31	$145,899
Participant contributions at beginning of year	2022-12-31	$80,547
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$145,922
Total non interest bearing cash at end of year	2022-12-31	$45,439
Total non interest bearing cash at beginning of year	2022-12-31	$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,368,923
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,605,906
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,974,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$22,620
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,140,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,647,200
Interest on participant loans	2022-12-31	$5,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$274,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$234,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$234,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,771,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$253,063
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$12,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,134,324
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Disclaimer
Accountancy firm name	2022-12-31	PLANTE MORAN PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,073,294
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,030,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,979,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$971,875
Value of total assets at end of year	2021-12-31	$8,974,829
Value of total assets at beginning of year	2021-12-31	$8,931,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,224
Total interest from all sources	2021-12-31	$6,377
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$323,025
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$323,025
Administrative expenses professional fees incurred	2021-12-31	$30,605
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$711,192
Participant contributions at end of year	2021-12-31	$80,547
Participant contributions at beginning of year	2021-12-31	$173,993
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$21,017
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$53,852
Total non interest bearing cash at end of year	2021-12-31	$2
Total non interest bearing cash at beginning of year	2021-12-31	$309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$43,021
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,974,829
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,931,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$20,619
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,647,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,437,431
Interest on participant loans	2021-12-31	$6,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$234,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$291,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$291,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$772,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$206,831
Employer contributions (assets) at end of year	2021-12-31	$12,084
Employer contributions (assets) at beginning of year	2021-12-31	$7,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,979,049
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE MORAN PLLC
Accountancy firm EIN	2021-12-31	381357951
2020 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,128,166
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$731,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$683,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$978,679
Value of total assets at end of year	2020-12-31	$8,931,808
Value of total assets at beginning of year	2020-12-31	$7,535,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$47,495
Total interest from all sources	2020-12-31	$10,110
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$226,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$226,621
Administrative expenses professional fees incurred	2020-12-31	$27,069
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$700,777
Participant contributions at end of year	2020-12-31	$173,993
Participant contributions at beginning of year	2020-12-31	$187,930
Participant contributions at end of year	2020-12-31	$21,017
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$82,432
Total non interest bearing cash at end of year	2020-12-31	$309
Total non interest bearing cash at beginning of year	2020-12-31	$614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,396,681
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,931,808
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,535,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$20,426
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,437,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,093,793
Interest on participant loans	2020-12-31	$9,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$291,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$252,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$252,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$601
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$912,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$195,470
Employer contributions (assets) at end of year	2020-12-31	$7,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$683,990
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	PLANTE MORAN PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,218,340
Total income from all sources (including contributions)	2019-12-31	$2,218,340
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$698,761
Total of all expenses incurred	2019-12-31	$698,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$560,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$560,457
Expenses. Certain deemed distributions of participant loans	2019-12-31	$85,396
Expenses. Certain deemed distributions of participant loans	2019-12-31	$85,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$899,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$899,911
Value of total assets at end of year	2019-12-31	$7,535,127
Value of total assets at end of year	2019-12-31	$7,535,127
Value of total assets at beginning of year	2019-12-31	$6,015,548
Value of total assets at beginning of year	2019-12-31	$6,015,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$52,908
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$52,908
Total interest from all sources	2019-12-31	$9,923
Total interest from all sources	2019-12-31	$9,923
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$194,890
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$194,890
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$194,890
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$194,890
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	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
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
Contributions received from participants	2019-12-31	$645,028
Contributions received from participants	2019-12-31	$645,028
Participant contributions at end of year	2019-12-31	$187,930
Participant contributions at end of year	2019-12-31	$187,930
Participant contributions at beginning of year	2019-12-31	$183,547
Participant contributions at beginning of year	2019-12-31	$183,547
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$43,311
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$43,311
Total non interest bearing cash at end of year	2019-12-31	$614
Total non interest bearing cash at end of year	2019-12-31	$614
Total non interest bearing cash at beginning of year	2019-12-31	$788
Total non interest bearing cash at beginning of year	2019-12-31	$788
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	$1,519,579
Value of net income/loss	2019-12-31	$1,519,579
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,535,127
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,535,127
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,015,548
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,015,548
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
Investment advisory and management fees	2019-12-31	$52,908
Investment advisory and management fees	2019-12-31	$52,908
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,093,793
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,093,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,615,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,615,608
Interest on participant loans	2019-12-31	$9,923
Interest on participant loans	2019-12-31	$9,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$252,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$252,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$215,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$215,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$215,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$215,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,113,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,113,616
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	$211,572
Contributions received in cash from employer	2019-12-31	$211,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$560,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$560,457
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	PLANTE MORAN PLLC
Accountancy firm name	2019-12-31	PLANTE MORAN PLLC
Accountancy firm EIN	2019-12-31	381357951
Accountancy firm EIN	2019-12-31	381357951
2018 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$946,029
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,299,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,248,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,318,363
Value of total assets at end of year	2018-12-31	$6,015,548
Value of total assets at beginning of year	2018-12-31	$6,369,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$51,769
Total interest from all sources	2018-12-31	$8,720
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$717,164
Participant contributions at end of year	2018-12-31	$183,547
Participant contributions at beginning of year	2018-12-31	$189,415
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$237
Total non interest bearing cash at end of year	2018-12-31	$788
Total non interest bearing cash at beginning of year	2018-12-31	$50,197
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	$-353,940
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,015,548
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,369,488
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
Investment advisory and management fees	2018-12-31	$51,769
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,615,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,936,185
Interest on participant loans	2018-12-31	$8,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$215,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$193,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$193,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-381,054
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	$600,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,248,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
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	PLANTE MORAN PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,054,309
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$379,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$334,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,238,301
Value of total assets at end of year	2017-12-31	$6,369,488
Value of total assets at beginning of year	2017-12-31	$4,694,292
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$44,377
Total interest from all sources	2017-12-31	$6,571
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$641,694
Participant contributions at end of year	2017-12-31	$189,415
Participant contributions at beginning of year	2017-12-31	$97,275
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$12,013
Total non interest bearing cash at end of year	2017-12-31	$50,197
Total non interest bearing cash at beginning of year	2017-12-31	$664
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	$1,675,196
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,369,488
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,694,292
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
Investment advisory and management fees	2017-12-31	$44,377
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,936,185
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,439,518
Interest on participant loans	2017-12-31	$6,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$193,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$156,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$156,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$809,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
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	$584,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$334,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	PLANTE MORAN PLLC
Accountancy firm EIN	2017-12-31	381357951
2016 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,362,343
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,353,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,310,282
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,029,860
Value of total assets at end of year	2016-12-31	$4,694,292
Value of total assets at beginning of year	2016-12-31	$4,685,636
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$43,405
Total interest from all sources	2016-12-31	$3,272
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$498,980
Participant contributions at end of year	2016-12-31	$97,275
Participant contributions at beginning of year	2016-12-31	$88,073
Total non interest bearing cash at end of year	2016-12-31	$664
Total non interest bearing cash at beginning of year	2016-12-31	$469
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	$8,656
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,694,292
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,685,636
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
Investment advisory and management fees	2016-12-31	$43,405
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$4,439,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,469,763
Interest on participant loans	2016-12-31	$3,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$156,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$127,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$127,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$329,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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	$530,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,310,282
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
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	PLANTE MORAN PLLC
Accountancy firm EIN	2016-12-31	381357951
2015 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$851,297
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$391,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$349,636
Expenses. Certain deemed distributions of participant loans	2015-12-31	$3,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$909,380
Value of total assets at end of year	2015-12-31	$4,685,636
Value of total assets at beginning of year	2015-12-31	$4,225,378
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$38,356
Total interest from all sources	2015-12-31	$3,965
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$467,256
Participant contributions at end of year	2015-12-31	$88,073
Participant contributions at beginning of year	2015-12-31	$114,916
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,787
Total non interest bearing cash at end of year	2015-12-31	$469
Total non interest bearing cash at beginning of year	2015-12-31	$28,001
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	$460,258
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,685,636
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,225,378
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
Investment advisory and management fees	2015-12-31	$38,356
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,469,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,964,087
Interest on participant loans	2015-12-31	$3,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$127,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$117,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$117,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-62,048
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	$440,337
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$349,636
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
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	PLANTE MORAN PLLC
Accountancy firm EIN	2015-12-31	381357951
2014 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$928,581
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$395,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$360,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$713,366
Value of total assets at end of year	2014-12-31	$4,225,378
Value of total assets at beginning of year	2014-12-31	$3,692,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$34,980
Total interest from all sources	2014-12-31	$4,774
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$434,109
Participant contributions at end of year	2014-12-31	$114,916
Participant contributions at beginning of year	2014-12-31	$116,886
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,727
Total non interest bearing cash at end of year	2014-12-31	$28,001
Total non interest bearing cash at beginning of year	2014-12-31	$25,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$533,119
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,225,378
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,692,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$34,980
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$3,964,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,459,503
Interest on participant loans	2014-12-31	$4,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$117,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$90,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$90,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$210,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$272,530
Employer contributions (assets) at end of year	2014-12-31	$630
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$360,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2014-12-31	381357951
2013 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,129,873
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$387,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$359,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$628,872
Value of total assets at end of year	2013-12-31	$3,692,259
Value of total assets at beginning of year	2013-12-31	$2,949,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$27,973
Total interest from all sources	2013-12-31	$3,755
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$372,597
Participant contributions at end of year	2013-12-31	$116,886
Participant contributions at beginning of year	2013-12-31	$118,618
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$1,122
Total non interest bearing cash at end of year	2013-12-31	$25,281
Total non interest bearing cash at beginning of year	2013-12-31	$22,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$742,434
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,692,259
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,949,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$27,973
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,459,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,600,719
Interest on participant loans	2013-12-31	$3,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$90,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$207,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$207,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$497,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$255,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$359,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PLANTE & MORAN PLLC
Accountancy firm EIN	2013-12-31	381357951
2012 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$866,896
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$184,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$160,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$593,660
Value of total assets at end of year	2012-12-31	$2,949,825
Value of total assets at beginning of year	2012-12-31	$2,267,498
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,877
Total interest from all sources	2012-12-31	$3,357
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$359,143
Participant contributions at end of year	2012-12-31	$118,618
Participant contributions at beginning of year	2012-12-31	$53,521
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$12,050
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$9,173
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$1,420
Total non interest bearing cash at end of year	2012-12-31	$22,923
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$682,327
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,949,825
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,267,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$23,877
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,600,719
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,068,813
Interest on participant loans	2012-12-31	$3,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$207,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$124,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$124,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$269,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$225,344
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$7,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$160,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ANDREWS HOOPER PAVLIK, PLC
Accountancy firm EIN	2012-12-31	383133790
2011 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$474,713
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$504,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$500,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$524,425
Value of total assets at end of year	2011-12-31	$2,267,498
Value of total assets at beginning of year	2011-12-31	$2,297,664
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,244
Total interest from all sources	2011-12-31	$1,602
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$330,443
Participant contributions at end of year	2011-12-31	$53,521
Participant contributions at beginning of year	2011-12-31	$49,529
Participant contributions at end of year	2011-12-31	$12,050
Participant contributions at beginning of year	2011-12-31	$210
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$1,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-30,166
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,267,498
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,297,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,068,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,125,218
Interest on participant loans	2011-12-31	$2,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$124,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$121,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$121,560
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$-614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-51,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$193,982
Employer contributions (assets) at end of year	2011-12-31	$7,607
Employer contributions (assets) at beginning of year	2011-12-31	$1,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$500,635
Contract administrator fees	2011-12-31	$4,132
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ANDREWS HOOPER PAVLIK, PLC
Accountancy firm EIN	2011-12-31	383133790
2010 : 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$778,324
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$192,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$189,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$551,183
Value of total assets at end of year	2010-12-31	$2,297,664
Value of total assets at beginning of year	2010-12-31	$1,712,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,251
Total interest from all sources	2010-12-31	$909
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$294,246
Participant contributions at end of year	2010-12-31	$49,529
Participant contributions at beginning of year	2010-12-31	$25,028
Participant contributions at end of year	2010-12-31	$210
Participant contributions at beginning of year	2010-12-31	$34,138
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$78,016
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$1,060
Administrative expenses (other) incurred	2010-12-31	$3,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$585,397
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,297,664
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,712,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,125,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,520,088
Interest on participant loans	2010-12-31	$2,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$121,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$110,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$110,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$-1,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$226,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$178,921
Employer contributions (assets) at end of year	2010-12-31	$1,147
Employer contributions (assets) at beginning of year	2010-12-31	$21,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$189,676
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ANDREWS HOOPER PAVLIK PLC
Accountancy firm EIN	2010-12-31	383133790

Form 5500 Responses for 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI

2022: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: 403B THRIFT PLAN FOR UNITED WAY FOR SOUTHEASTERN MI 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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