UNITED WAY OF THE GREATER DAYTON AREA has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2025: 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-10-15 | 61 |
| Total number of particpants at end of year | 2025-10-15 | 0 |
| 2024: 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-10-14 | 65 |
| Total number of particpants at end of year | 2024-10-14 | 61 |
| 2022: 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 2,440,680 |
| Acturial value of plan assets | 2022-12-31 | 2,440,680 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 900,046 |
| Number of terminated vested participants | 2022-12-31 | 37 |
| Fundng target for terminated vested participants | 2022-12-31 | 1,345,016 |
| Active participant vested funding target | 2022-12-31 | 217,068 |
| Number of active participants | 2022-12-31 | 5 |
| Total funding liabilities for active participants | 2022-12-31 | 217,068 |
| Total participant count | 2022-12-31 | 72 |
| Total funding target for all participants | 2022-12-31 | 2,462,130 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 0 |
| Present value of excess contributions | 2022-12-31 | 156,066 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 163,776 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
| Total employer contributions | 2022-12-31 | 133,000 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 125,858 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 70,000 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 21,450 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 71,982 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 71,982 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 125,858 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| 2021: 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 3,003,936 |
| Acturial value of plan assets | 2021-12-31 | 3,003,936 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 986,215 |
| Number of terminated vested participants | 2021-12-31 | 45 |
| Fundng target for terminated vested participants | 2021-12-31 | 2,389,727 |
| Active participant vested funding target | 2021-12-31 | 299,460 |
| Number of active participants | 2021-12-31 | 7 |
| Total funding liabilities for active participants | 2021-12-31 | 299,460 |
| Total participant count | 2021-12-31 | 80 |
| Total funding target for all participants | 2021-12-31 | 3,675,402 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 0 |
| Present value of excess contributions | 2021-12-31 | 233,935 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 246,521 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
| Total employer contributions | 2021-12-31 | 384,000 |
| Total employee contributions | 2021-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 369,049 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 83,798 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 671,466 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 212,983 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 212,983 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 369,049 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| 2020: 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 2,341,404 |
| Acturial value of plan assets | 2020-12-31 | 2,341,404 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 923,193 |
| Number of terminated vested participants | 2020-12-31 | 45 |
| Fundng target for terminated vested participants | 2020-12-31 | 1,880,563 |
| Active participant vested funding target | 2020-12-31 | 633,582 |
| Number of active participants | 2020-12-31 | 8 |
| Total funding liabilities for active participants | 2020-12-31 | 633,582 |
| Total participant count | 2020-12-31 | 80 |
| Total funding target for all participants | 2020-12-31 | 3,437,338 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 0 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
| Total employer contributions | 2020-12-31 | 490,010 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 471,444 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 60,000 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 1,095,934 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 237,509 |
| Additional cash requirement | 2020-12-31 | 237,509 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 471,444 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| 2019: 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 2,249,609 |
| Acturial value of plan assets | 2019-12-31 | 2,249,609 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 899,622 |
| Number of terminated vested participants | 2019-12-31 | 45 |
| Fundng target for terminated vested participants | 2019-12-31 | 1,839,057 |
| Active participant vested funding target | 2019-12-31 | 608,030 |
| Number of active participants | 2019-12-31 | 8 |
| Total funding liabilities for active participants | 2019-12-31 | 608,030 |
| Total participant count | 2019-12-31 | 80 |
| Total funding target for all participants | 2019-12-31 | 3,346,709 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 0 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
| Total employer contributions | 2019-12-31 | 71,336 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 70,611 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 70,611 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |