401k Plan data: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN plan

UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 401k Plan overview

Plan Name	UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN
Plan identification number	002

UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: UNITED WAY OF WESTMORELAND COUNTY

Employer identification number (EIN): 256069120

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-07-01
002 2015-07-01
002 2015-01-01
002 2014-01-01 AMY LIBERONI
002 2013-01-01
002 2012-01-01 AMY LIBERONI
002 2011-01-01 AMY LIBERONI
002 2010-01-01 AMY LIBERONI 2011-07-21

Plan Statistics for UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN

401k plan membership statisitcs for UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN

Measure Date Value
2016: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 14
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 7
Total of all active and inactive participants 2016-07-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 21
Number of participants with account balances 2016-07-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 22
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 13
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 6
Total of all active and inactive participants 2015-07-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 19
Number of participants with account balances 2015-07-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 6
Total of all active and inactive participants 2015-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 22
Number of participants with account balances 2015-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 15
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 6
Total of all active and inactive participants 2012-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 25
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 21
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2016: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	14
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	7
Total of all active and inactive participants	2016-07-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	21
Number of participants with account balances	2016-07-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	22
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	13
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	6
Total of all active and inactive participants	2015-07-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	19
Number of participants with account balances	2015-07-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	6
Total of all active and inactive participants	2015-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	22
Number of participants with account balances	2015-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	15
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	6
Total of all active and inactive participants	2012-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	25
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	21
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN

Measure	Date	Value
2017 : UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2017 401k financial data
Total income from all sources	2017-06-30	$170,553
Expenses. Total of all expenses incurred	2017-06-30	$64,889
Benefits paid (including direct rollovers)	2017-06-30	$64,889
Total plan assets at end of year	2017-06-30	$879,571
Total plan assets at beginning of year	2017-06-30	$773,907
Value of fidelity bond covering the plan	2017-06-30	$90,000
Total contributions received or receivable from participants	2017-06-30	$29,116
Contributions received from other sources (not participants or employers)	2017-06-30	$1,986
Other income received	2017-06-30	$91,249
Net income (gross income less expenses)	2017-06-30	$105,664
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$879,571
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$773,907
Total contributions received or receivable from employer(s)	2017-06-30	$48,202
2016 : UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2016 401k financial data
Total income from all sources	2016-06-30	$122,767
Expenses. Total of all expenses incurred	2016-06-30	$64,336
Benefits paid (including direct rollovers)	2016-06-30	$64,336
Total plan assets at end of year	2016-06-30	$773,907
Total plan assets at beginning of year	2016-06-30	$715,476
Value of fidelity bond covering the plan	2016-06-30	$75,000
Total contributions received or receivable from participants	2016-06-30	$28,891
Contributions received from other sources (not participants or employers)	2016-06-30	$42,972
Other income received	2016-06-30	$8,770
Net income (gross income less expenses)	2016-06-30	$58,431
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$773,907
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$715,476
Total contributions received or receivable from employer(s)	2016-06-30	$42,134
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
2015 : UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2015 401k financial data
Total income from all sources	2015-06-30	$53,889
Expenses. Total of all expenses incurred	2015-06-30	$0
Total plan assets at end of year	2015-06-30	$715,476
Total plan assets at beginning of year	2015-06-30	$661,587
Value of fidelity bond covering the plan	2015-06-30	$75,000
Total contributions received or receivable from participants	2015-06-30	$21,010
Other income received	2015-06-30	$9,184
Net income (gross income less expenses)	2015-06-30	$53,889
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$715,476
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$661,587
Total contributions received or receivable from employer(s)	2015-06-30	$23,695
2014 : UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$145,072
Expenses. Total of all expenses incurred	2014-12-31	$45,406
Benefits paid (including direct rollovers)	2014-12-31	$45,381
Total plan assets at end of year	2014-12-31	$661,587
Total plan assets at beginning of year	2014-12-31	$561,921
Value of fidelity bond covering the plan	2014-12-31	$75,000
Total contributions received or receivable from participants	2014-12-31	$22,347
Contributions received from other sources (not participants or employers)	2014-12-31	$56,573
Other income received	2014-12-31	$27,773
Net income (gross income less expenses)	2014-12-31	$99,666
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$661,587
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$561,921
Total contributions received or receivable from employer(s)	2014-12-31	$38,379
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
2013 : UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$142,585
Expenses. Total of all expenses incurred	2013-12-31	$64,210
Benefits paid (including direct rollovers)	2013-12-31	$64,210
Total plan assets at end of year	2013-12-31	$561,921
Total plan assets at beginning of year	2013-12-31	$483,546
Value of fidelity bond covering the plan	2013-12-31	$75,000
Total contributions received or receivable from participants	2013-12-31	$14,804
Other income received	2013-12-31	$89,019
Net income (gross income less expenses)	2013-12-31	$78,375
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$561,921
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$483,546
Total contributions received or receivable from employer(s)	2013-12-31	$38,762
2012 : UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$115,925
Expenses. Total of all expenses incurred	2012-12-31	$16,765
Benefits paid (including direct rollovers)	2012-12-31	$16,765
Total plan assets at end of year	2012-12-31	$483,546
Total plan assets at beginning of year	2012-12-31	$384,386
Total contributions received or receivable from participants	2012-12-31	$20,090
Contributions received from other sources (not participants or employers)	2012-12-31	$5,623
Other income received	2012-12-31	$50,976
Net income (gross income less expenses)	2012-12-31	$99,160
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$483,546
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$384,386
Total contributions received or receivable from employer(s)	2012-12-31	$39,236
2011 : UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$67,063
Expenses. Total of all expenses incurred	2011-12-31	$4,278
Benefits paid (including direct rollovers)	2011-12-31	$4,278
Total plan assets at end of year	2011-12-31	$384,386
Total plan assets at beginning of year	2011-12-31	$321,601
Total contributions received or receivable from participants	2011-12-31	$25,968
Other income received	2011-12-31	$-10,016
Net income (gross income less expenses)	2011-12-31	$62,785
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$384,386
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$321,601
Total contributions received or receivable from employer(s)	2011-12-31	$51,111

Form 5500 Responses for UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN

2016: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED WAY OF WESTMORELAND COUNTY 403(B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED WAY OF WESTMORELAND COUNTY
Employer identification number (EIN):	256069120
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations