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PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 401k Plan overview

Plan NamePENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES
Plan identification number 333

PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:UNITED WAY OF LANCASTER COUNTY
Employer identification number (EIN):231352093
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332018-01-01
3332017-01-01
3332016-01-01
3332015-01-01
3332014-01-01JOHN HERR
3332013-01-01JOHN HERR
3332012-01-01JOHN HERR
3332011-01-01JOHN HERR
3332009-01-01JOHN HERR

Plan Statistics for PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES

401k plan membership statisitcs for PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES

Measure Date Value
2018: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2018 401k membership
Total participants, beginning-of-year2018-01-01143
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2017 401k membership
Market value of plan assets2017-12-3112,114,791
Acturial value of plan assets2017-12-3112,280,042
Funding target for retired participants and beneficiaries receiving payment2017-12-315,204,878
Number of terminated vested participants2017-12-3182
Fundng target for terminated vested participants2017-12-311,944,673
Active participant vested funding target2017-12-311,626,837
Number of active participants2017-12-3141
Total funding liabilities for active participants2017-12-311,626,837
Total participant count2017-12-31236
Total funding target for all participants2017-12-318,776,388
Balance at beginning of prior year after applicable adjustments2017-12-3176,230
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31420,683
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3176,230
Amount remaining of prefunding balance2017-12-31420,683
Present value of excess contributions2017-12-313,354,745
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-313,558,043
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3182,359
Balance of prefunding at beginning of current year2017-12-31454,506
Total employer contributions2017-12-31176,171
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31172,281
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31163,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31172,281
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01236
Total number of active participants reported on line 7a of the Form 55002017-01-011
Number of retired or separated participants receiving benefits2017-01-01113
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01143
2016: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2016 401k membership
Market value of plan assets2016-12-318,369,783
Acturial value of plan assets2016-12-318,854,424
Funding target for retired participants and beneficiaries receiving payment2016-12-314,805,672
Number of terminated vested participants2016-12-3184
Fundng target for terminated vested participants2016-12-311,859,875
Active participant vested funding target2016-12-311,839,157
Number of active participants2016-12-3150
Total funding liabilities for active participants2016-12-311,839,157
Total participant count2016-12-31239
Total funding target for all participants2016-12-318,504,704
Balance at beginning of prior year after applicable adjustments2016-12-3189,184
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31427,176
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-3111,777
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3177,407
Amount remaining of prefunding balance2016-12-31427,176
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3176,230
Balance of prefunding at beginning of current year2016-12-31420,683
Total employer contributions2016-12-313,966,195
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-313,604,530
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31203,000
Net shortfall amortization installment of oustanding balance2016-12-31146,459
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31249,785
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31249,785
Contributions allocatedtoward minimum required contributions for current year2016-12-313,604,530
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01239
Total number of active participants reported on line 7a of the Form 55002016-01-0141
Number of retired or separated participants receiving benefits2016-01-01107
Number of other retired or separated participants entitled to future benefits2016-01-0182
Total of all active and inactive participants2016-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-0150
Number of retired or separated participants receiving benefits2015-01-0199
Number of other retired or separated participants entitled to future benefits2015-01-0184
Total of all active and inactive participants2015-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2014 401k membership
Total participants, beginning-of-year2014-01-01258
Total number of active participants reported on line 7a of the Form 55002014-01-0154
Number of retired or separated participants receiving benefits2014-01-0193
Number of other retired or separated participants entitled to future benefits2014-01-0193
Total of all active and inactive participants2014-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2013 401k membership
Total participants, beginning-of-year2013-01-01259
Total number of active participants reported on line 7a of the Form 55002013-01-0160
Number of retired or separated participants receiving benefits2013-01-0184
Number of other retired or separated participants entitled to future benefits2013-01-01109
Total of all active and inactive participants2013-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2012 401k membership
Total participants, beginning-of-year2012-01-01261
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-0180
Number of other retired or separated participants entitled to future benefits2012-01-01107
Total of all active and inactive participants2012-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2011 401k membership
Total participants, beginning-of-year2011-01-01274
Total number of active participants reported on line 7a of the Form 55002011-01-0172
Number of retired or separated participants receiving benefits2011-01-0172
Number of other retired or separated participants entitled to future benefits2011-01-01113
Total of all active and inactive participants2011-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2009 401k membership
Total participants, beginning-of-year2009-01-01289
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-0167
Number of other retired or separated participants entitled to future benefits2009-01-01117
Total of all active and inactive participants2009-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES

Measure Date Value
2018 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-29$0
Total income from all sources (including contributions)2018-03-29$-745,785
Total loss/gain on sale of assets2018-03-29$0
Total of all expenses incurred2018-03-29$87,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-29$66,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-29$0
Value of total assets at end of year2018-03-29$0
Value of total assets at beginning of year2018-03-29$832,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-29$20,179
Total interest from all sources2018-03-29$1,412
Total dividends received (eg from common stock, registered investment company shares)2018-03-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-29Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-03-29$747,197
Administrative expenses professional fees incurred2018-03-29$4,988
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-03-29$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-03-29$0
Was this plan covered by a fidelity bond2018-03-29Yes
Value of fidelity bond cover2018-03-29$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-29$0
Were there any nonexempt tranactions with any party-in-interest2018-03-29No
Contributions received from participants2018-03-29$0
Participant contributions at end of year2018-03-29$0
Participant contributions at beginning of year2018-03-29$0
Assets. Other investments not covered elsewhere at end of year2018-03-29$0
Assets. Other investments not covered elsewhere at beginning of year2018-03-29$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-03-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-29$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-29$818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-29$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-29$0
Other income not declared elsewhere2018-03-29$-747,197
Administrative expenses (other) incurred2018-03-29$6,764
Total non interest bearing cash at end of year2018-03-29$0
Total non interest bearing cash at beginning of year2018-03-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-29No
Value of net income/loss2018-03-29$-832,897
Value of net assets at end of year (total assets less liabilities)2018-03-29$0
Value of net assets at beginning of year (total assets less liabilities)2018-03-29$832,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-29No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-29No
Were any leases to which the plan was party in default or uncollectible2018-03-29No
Investment advisory and management fees2018-03-29$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-29$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-29$831,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-29$831,971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-29$1,412
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-29$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-29Yes
Was there a failure to transmit to the plan any participant contributions2018-03-29No
Has the plan failed to provide any benefit when due under the plan2018-03-29No
Contributions received in cash from employer2018-03-29$0
Employer contributions (assets) at end of year2018-03-29$0
Employer contributions (assets) at beginning of year2018-03-29$108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-29$66,933
Asset. Corporate debt instrument debt (other) at end of year2018-03-29$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-29$0
Contract administrator fees2018-03-29$8,427
Assets. Corporate common stocks other than exployer securities at end of year2018-03-29$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-29$0
Did the plan have assets held for investment2018-03-29No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-29Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-29Yes
Opinion of an independent qualified public accountant for this plan2018-03-29Disclaimer
Accountancy firm name2018-03-29TROUT EBERSOLE & GROFF
Accountancy firm EIN2018-03-29231551315
2017 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-284,189
Total unrealized appreciation/depreciation of assets2017-12-31$-284,189
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$572
Total income from all sources (including contributions)2017-12-31$790,855
Total loss/gain on sale of assets2017-12-31$738,883
Total of all expenses incurred2017-12-31$12,222,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,985,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$176,171
Value of total assets at end of year2017-12-31$832,897
Value of total assets at beginning of year2017-12-31$12,264,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$236,569
Total interest from all sources2017-12-31$71,593
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$135,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$103,676
Administrative expenses professional fees incurred2017-12-31$130,857
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$24,619
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$22,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$23,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$572
Administrative expenses (other) incurred2017-12-31$56,284
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-11,431,507
Value of net assets at end of year (total assets less liabilities)2017-12-31$832,897
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,264,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$36,300
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$703
Income. Interest from US Government securities2017-12-31$14,011
Income. Interest from corporate debt instruments2017-12-31$51,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$831,971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,401,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,401,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,628
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$8,091,673
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$855,592
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-47,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$176,171
Employer contributions (assets) at end of year2017-12-31$108
Employer contributions (assets) at beginning of year2017-12-31$3,735,340
Income. Dividends from preferred stock2017-12-31$662
Income. Dividends from common stock2017-12-31$31,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,894,120
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,831,436
Contract administrator fees2017-12-31$13,128
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$3,371,003
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$51,497,204
Aggregate carrying amount (costs) on sale of assets2017-12-31$50,758,321
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TROUT EBERSOLE & GROFF
Accountancy firm EIN2017-12-31231551315
2016 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$22,351
Total unrealized appreciation/depreciation of assets2016-12-31$22,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$572
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,151
Total income from all sources (including contributions)2016-12-31$4,616,798
Total loss/gain on sale of assets2016-12-31$443,012
Total of all expenses incurred2016-12-31$722,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$508,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,966,195
Value of total assets at end of year2016-12-31$12,264,976
Value of total assets at beginning of year2016-12-31$8,379,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$213,348
Total interest from all sources2016-12-31$104,671
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$80,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$70,435
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$24,619
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$30,061
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$22,218
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$22,937
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$23,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$29,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$10,151
Administrative expenses (other) incurred2016-12-31$73,783
Total non interest bearing cash at end of year2016-12-31$3
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,894,582
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,264,404
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,369,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$56,237
Interest earned on other investments2016-12-31$1,240
Income. Interest from US Government securities2016-12-31$28,917
Income. Interest from corporate debt instruments2016-12-31$74,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,401,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$518,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$518,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$358
Asset value of US Government securities at end of year2016-12-31$855,592
Asset value of US Government securities at beginning of year2016-12-31$1,268,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,966,195
Employer contributions (assets) at end of year2016-12-31$3,735,340
Employer contributions (assets) at beginning of year2016-12-31$10,536
Income. Dividends from preferred stock2016-12-31$853
Income. Dividends from common stock2016-12-31$79,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$508,868
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,831,436
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,220,526
Contract administrator fees2016-12-31$12,893
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$3,371,003
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,279,870
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$14,934,337
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,491,325
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TROUT EBERSOLE & GROFF
Accountancy firm EIN2016-12-31231551315
2015 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-874,759
Total unrealized appreciation/depreciation of assets2015-12-31$-874,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$37,654
Total income from all sources (including contributions)2015-12-31$188,493
Total loss/gain on sale of assets2015-12-31$548,496
Total of all expenses incurred2015-12-31$668,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$496,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$320,132
Value of total assets at end of year2015-12-31$8,379,973
Value of total assets at beginning of year2015-12-31$8,887,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$172,024
Total interest from all sources2015-12-31$109,016
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$85,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$50,297
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$30,061
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$11,814
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$22,937
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$23,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$29,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$30,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$37,654
Administrative expenses (other) incurred2015-12-31$49,254
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-479,812
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,369,822
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,849,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$59,614
Interest earned on other investments2015-12-31$1,240
Income. Interest from US Government securities2015-12-31$24,980
Income. Interest from corporate debt instruments2015-12-31$82,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$518,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$459,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$459,851
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$45
Asset value of US Government securities at end of year2015-12-31$1,268,637
Asset value of US Government securities at beginning of year2015-12-31$1,462,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$320,132
Employer contributions (assets) at end of year2015-12-31$10,536
Employer contributions (assets) at beginning of year2015-12-31$36,926
Income. Dividends from preferred stock2015-12-31$745
Income. Dividends from common stock2015-12-31$84,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$496,281
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,220,526
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,476,267
Contract administrator fees2015-12-31$12,859
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,279,870
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$4,385,873
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$9,314,560
Aggregate carrying amount (costs) on sale of assets2015-12-31$8,766,064
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TROUT EBERSOLE & GROFF
Accountancy firm EIN2015-12-31231551315
2014 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-18,849
Total unrealized appreciation/depreciation of assets2014-12-31$-18,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$37,654
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$114,145
Total income from all sources (including contributions)2014-12-31$952,163
Total loss/gain on sale of assets2014-12-31$397,233
Total of all expenses incurred2014-12-31$692,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$546,804
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$380,185
Value of total assets at end of year2014-12-31$8,887,288
Value of total assets at beginning of year2014-12-31$8,704,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$145,868
Total interest from all sources2014-12-31$117,175
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$76,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$36,425
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$11,814
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$23,414
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$23,310
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$30,253
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$29,872
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$37,654
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$114,145
Administrative expenses (other) incurred2014-12-31$38,164
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$259,491
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,849,634
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,590,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$58,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest earned on other investments2014-12-31$1,240
Income. Interest from US Government securities2014-12-31$17,049
Income. Interest from corporate debt instruments2014-12-31$98,841
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$459,851
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$475,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$475,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$45
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$1,462,890
Asset value of US Government securities at beginning of year2014-12-31$1,239,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$380,185
Employer contributions (assets) at end of year2014-12-31$36,926
Employer contributions (assets) at beginning of year2014-12-31$50,006
Income. Dividends from preferred stock2014-12-31$94
Income. Dividends from common stock2014-12-31$76,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$546,804
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,476,267
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,462,676
Contract administrator fees2014-12-31$12,768
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$4,385,873
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$4,423,516
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$7,110,291
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,713,058
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TROUT EBERSOLE & GROFF
Accountancy firm EIN2014-12-31231551315
2013 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$538,365
Total unrealized appreciation/depreciation of assets2013-12-31$538,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$114,145
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$29,940
Total income from all sources (including contributions)2013-12-31$1,472,984
Total loss/gain on sale of assets2013-12-31$350,574
Total of all expenses incurred2013-12-31$531,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$407,692
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$395,628
Value of total assets at end of year2013-12-31$8,704,288
Value of total assets at beginning of year2013-12-31$7,678,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$123,975
Total interest from all sources2013-12-31$114,329
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$74,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$30,585
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$23,310
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$24,377
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$29,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$34,212
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$114,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$29,940
Administrative expenses (other) incurred2013-12-31$27,663
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$16,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$941,317
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,590,143
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,648,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$53,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Interest earned on other investments2013-12-31$1,460
Income. Interest from US Government securities2013-12-31$13,557
Income. Interest from corporate debt instruments2013-12-31$99,266
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$475,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$394,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$394,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$46
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$1,239,035
Asset value of US Government securities at beginning of year2013-12-31$1,021,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$395,628
Employer contributions (assets) at end of year2013-12-31$50,006
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$74,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$407,692
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,462,676
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,515,847
Contract administrator fees2013-12-31$12,278
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$4,423,516
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,671,219
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$424,298
Aggregate carrying amount (costs) on sale of assets2013-12-31$73,724
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TROUT EBERSOLE & GROFF
Accountancy firm EIN2013-12-31231551315
2012 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$589,191
Total unrealized appreciation/depreciation of assets2012-12-31$589,191
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$29,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,595
Total income from all sources (including contributions)2012-12-31$1,118,363
Total loss/gain on sale of assets2012-12-31$10,405
Total of all expenses incurred2012-12-31$450,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$329,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$302,394
Value of total assets at end of year2012-12-31$7,678,766
Value of total assets at beginning of year2012-12-31$6,983,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$120,313
Total interest from all sources2012-12-31$130,105
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$86,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$34,000
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$9,947
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$24,377
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$34,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$36,336
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$29,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,595
Administrative expenses (other) incurred2012-12-31$57,107
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$16,716
Total non interest bearing cash at beginning of year2012-12-31$737
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$668,063
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,648,826
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,980,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$17,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Income. Interest from US Government securities2012-12-31$16,977
Income. Interest from corporate debt instruments2012-12-31$113,044
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$394,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$417,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$417,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$84
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$1,021,559
Asset value of US Government securities at beginning of year2012-12-31$373,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$302,394
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$86,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$329,987
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,515,847
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,383,757
Contract administrator fees2012-12-31$12,142
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,671,219
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,761,268
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$11,515,219
Aggregate carrying amount (costs) on sale of assets2012-12-31$11,504,814
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TROUT EBERSOLE & GROFF
Accountancy firm EIN2012-12-31231551315
2011 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-466,714
Total unrealized appreciation/depreciation of assets2011-12-31$-466,714
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,595
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,459
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$186,468
Total loss/gain on sale of assets2011-12-31$159,443
Total of all expenses incurred2011-12-31$454,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$340,299
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$292,551
Value of total assets at end of year2011-12-31$6,983,358
Value of total assets at beginning of year2011-12-31$7,271,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$113,762
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$132,216
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$68,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$31,540
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$9,947
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$11,429
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$36,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$34,782
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$23,459
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$33,410
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$737
Total non interest bearing cash at beginning of year2011-12-31$1,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-267,593
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,980,763
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,248,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$15,115
Investment advisory and management fees2011-12-31$36,559
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$257,013
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$72
Income. Interest from US Government securities2011-12-31$18,469
Income. Interest from corporate debt instruments2011-12-31$113,663
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$417,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$12
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$373,762
Asset value of US Government securities at beginning of year2011-12-31$983,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$292,551
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$68,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$340,299
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,383,757
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,881,829
Contract administrator fees2011-12-31$12,253
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,761,268
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,087,344
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$9,737,592
Aggregate carrying amount (costs) on sale of assets2011-12-31$9,578,149
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TROUT EBERSOLE & GROFF
Accountancy firm EIN2011-12-31231551315
2010 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$462,625
Total unrealized appreciation/depreciation of assets2010-12-31$462,625
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,269
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,071,403
Total loss/gain on sale of assets2010-12-31$248,036
Total of all expenses incurred2010-12-31$386,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$287,817
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$191,860
Value of total assets at end of year2010-12-31$7,271,815
Value of total assets at beginning of year2010-12-31$6,573,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$98,754
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$100,990
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$67,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$377
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$28,660
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$11,429
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$32,511
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$34,782
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$30,923
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$23,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,631
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$15,624
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$4,638
Total non interest bearing cash at end of year2010-12-31$1,006
Total non interest bearing cash at beginning of year2010-12-31$5,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$684,832
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,248,356
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,563,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$15,115
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$42,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$257,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$306,857
Interest on participant loans2010-12-31$0
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$37,834
Income. Interest from corporate debt instruments2010-12-31$63,156
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$983,297
Asset value of US Government securities at beginning of year2010-12-31$1,610,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$191,860
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$758
Income. Dividends from common stock2010-12-31$66,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$287,817
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,881,829
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,169,493
Contract administrator fees2010-12-31$12,040
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,087,344
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,417,849
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$8,382,257
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,134,221
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TROUT EBERSOLE & GROFF
Accountancy firm EIN2010-12-31231551315
2009 : PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES

2018: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF UNITED WAY OF LANCASTER COUNTY AND AFFILIATED AGENCIES 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSPG-23671
Policy instance 1
Insurance contract or identification numberSPG-23671
Number of Individuals Covered139
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameSCOTT HARBIN

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