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Plan Name | UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UNITED WAY OF CENTRAL OHIO, INC. |
Employer identification number (EIN): | 314393712 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about UNITED WAY OF CENTRAL OHIO, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1951-06-30 |
Company Identification Number: | 224505 |
Legal Registered Office Address: |
41 S. HIGH ST., STE. 2800 - COLUMBUS United States of America (USA) 43215 |
More information about UNITED WAY OF CENTRAL OHIO, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | CHERYL NELSON | |||
002 | 2017-01-01 | CHERYL NELSON | |||
002 | 2016-01-01 | CHERYL NELSON | |||
002 | 2015-01-01 | CHERYL NELSON | |||
002 | 2014-01-01 | CHERYL NELSON | |||
002 | 2013-01-01 | CHERYL NELSON | |||
002 | 2012-01-01 | CHERYL NELSON | CHERYL NELSON | 2013-06-03 | |
002 | 2011-01-01 | CHERYL NELSON | |||
002 | 2010-01-01 | CHERYL NELSON | |||
002 | 2009-01-01 | CHERYL NELSON |
Measure | Date | Value |
---|---|---|
2022: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 36 |
Total of all active and inactive participants | 2022-01-01 | 87 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 87 |
Number of participants with account balances | 2022-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 81 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 45 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 38 |
Total of all active and inactive participants | 2021-01-01 | 84 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 84 |
Number of participants with account balances | 2021-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 42 |
Total of all active and inactive participants | 2020-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 81 |
Number of participants with account balances | 2020-01-01 | 78 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 64 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 39 |
Total of all active and inactive participants | 2019-01-01 | 103 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 103 |
Number of participants with account balances | 2019-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 37 |
Total of all active and inactive participants | 2018-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 100 |
Number of participants with account balances | 2018-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 87 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 30 |
Total of all active and inactive participants | 2017-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 117 |
Number of participants with account balances | 2017-01-01 | 106 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 120 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 88 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 30 |
Total of all active and inactive participants | 2016-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 118 |
Number of participants with account balances | 2016-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 95 |
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 | 25 |
Total of all active and inactive participants | 2015-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 120 |
Number of participants with account balances | 2015-01-01 | 103 |
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 CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 89 |
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 | 24 |
Total of all active and inactive participants | 2014-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 113 |
Number of participants with account balances | 2014-01-01 | 105 |
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 CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 76 |
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 | 24 |
Total of all active and inactive participants | 2013-01-01 | 100 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 100 |
Number of participants with account balances | 2013-01-01 | 92 |
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 CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 72 |
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 | 26 |
Total of all active and inactive participants | 2012-01-01 | 98 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 99 |
Number of participants with account balances | 2012-01-01 | 88 |
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 CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 61 |
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 | 31 |
Total of all active and inactive participants | 2011-01-01 | 92 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 93 |
Number of participants with account balances | 2011-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 60 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 41 |
Total of all active and inactive participants | 2010-01-01 | 101 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 102 |
Number of participants with account balances | 2010-01-01 | 96 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 43 |
Total of all active and inactive participants | 2009-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 109 |
Number of participants with account balances | 2009-01-01 | 103 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2022 401k financial data | ||
Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-370,574 |
Expenses. Total of all expenses incurred | 2022-12-31 | $345,948 |
Benefits paid (including direct rollovers) | 2022-12-31 | $341,703 |
Total plan assets at end of year | 2022-12-31 | $4,230,476 |
Total plan assets at beginning of year | 2022-12-31 | $4,946,998 |
Value of fidelity bond covering the plan | 2022-12-31 | $5,000,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $219,126 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-742,426 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-716,522 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,230,476 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,946,998 |
Assets. Value of participant loans | 2022-12-31 | $12,616 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $152,726 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,245 |
2021 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $993,240 |
Expenses. Total of all expenses incurred | 2021-12-31 | $739,136 |
Benefits paid (including direct rollovers) | 2021-12-31 | $734,750 |
Total plan assets at end of year | 2021-12-31 | $4,946,998 |
Total plan assets at beginning of year | 2021-12-31 | $4,692,894 |
Value of fidelity bond covering the plan | 2021-12-31 | $5,000,000 |
Assets. Value of tangible personal property | 2021-12-31 | $0 |
Total contributions received or receivable from participants | 2021-12-31 | $216,587 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $629,523 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $254,104 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,946,998 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,692,894 |
Assets. Value of participant loans | 2021-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
Assets. Value of employer securities | 2021-12-31 | $0 |
Assets. Value of employer real property | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $147,130 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $4,386 |
2020 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $994,196 |
Expenses. Total of all expenses incurred | 2020-12-31 | $938,518 |
Benefits paid (including direct rollovers) | 2020-12-31 | $933,321 |
Total plan assets at end of year | 2020-12-31 | $4,692,894 |
Total plan assets at beginning of year | 2020-12-31 | $4,637,216 |
Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $234,817 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $19,337 |
Other income received | 2020-12-31 | $558,678 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $55,678 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $4,692,894 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,637,216 |
Assets. Value of participant loans | 2020-12-31 | $2,413 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $181,364 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,197 |
2019 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $1,222,167 |
Expenses. Total of all expenses incurred | 2019-12-31 | $433,986 |
Benefits paid (including direct rollovers) | 2019-12-31 | $409,829 |
Total plan assets at end of year | 2019-12-31 | $4,637,216 |
Total plan assets at beginning of year | 2019-12-31 | $3,849,035 |
Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $238,243 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $32,998 |
Other income received | 2019-12-31 | $747,262 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $788,181 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,637,216 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,849,035 |
Assets. Value of participant loans | 2019-12-31 | $18,137 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $203,664 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $18,649 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $5,508 |
2018 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $361,397 |
Expenses. Total of all expenses incurred | 2018-12-31 | $1,880,267 |
Benefits paid (including direct rollovers) | 2018-12-31 | $1,873,958 |
Total plan assets at end of year | 2018-12-31 | $3,849,035 |
Total plan assets at beginning of year | 2018-12-31 | $5,367,905 |
Value of fidelity bond covering the plan | 2018-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $262,376 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-145,412 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-1,518,870 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $3,849,035 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,367,905 |
Assets. Value of participant loans | 2018-12-31 | $49,330 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $244,433 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $6,309 |
2017 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,345,234 |
Expenses. Total of all expenses incurred | 2017-12-31 | $549,876 |
Benefits paid (including direct rollovers) | 2017-12-31 | $543,546 |
Total plan assets at end of year | 2017-12-31 | $5,367,905 |
Total plan assets at beginning of year | 2017-12-31 | $4,572,547 |
Value of fidelity bond covering the plan | 2017-12-31 | $5,000,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $322,249 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $746,269 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $795,358 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,367,905 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,572,547 |
Assets. Value of participant loans | 2017-12-31 | $47,375 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $276,716 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $6,330 |
2016 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $887,162 |
Expenses. Total of all expenses incurred | 2016-12-31 | $938,037 |
Benefits paid (including direct rollovers) | 2016-12-31 | $931,467 |
Total plan assets at end of year | 2016-12-31 | $4,572,547 |
Total plan assets at beginning of year | 2016-12-31 | $4,623,422 |
Value of fidelity bond covering the plan | 2016-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $304,499 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $3,602 |
Other income received | 2016-12-31 | $299,226 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $-50,875 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,572,547 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,623,422 |
Assets. Value of participant loans | 2016-12-31 | $22,560 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $279,835 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $6,570 |
2015 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $586,454 |
Expenses. Total of all expenses incurred | 2015-12-31 | $450,140 |
Benefits paid (including direct rollovers) | 2015-12-31 | $445,342 |
Total plan assets at end of year | 2015-12-31 | $4,623,422 |
Total plan assets at beginning of year | 2015-12-31 | $4,487,108 |
Value of fidelity bond covering the plan | 2015-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $334,107 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-25,582 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $136,314 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,623,422 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,487,108 |
Assets. Value of participant loans | 2015-12-31 | $20,468 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $277,929 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $4,798 |
2014 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2014 401k financial data | ||
Transfers to/from the plan | 2014-12-31 | $0 |
Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $805,430 |
Expenses. Total of all expenses incurred | 2014-12-31 | $291,561 |
Benefits paid (including direct rollovers) | 2014-12-31 | $291,311 |
Total plan assets at end of year | 2014-12-31 | $4,487,108 |
Total plan assets at beginning of year | 2014-12-31 | $3,973,239 |
Value of fidelity bond covering the plan | 2014-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $314,864 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $37,953 |
Other income received | 2014-12-31 | $187,355 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $513,869 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,487,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,973,239 |
Assets. Value of participant loans | 2014-12-31 | $18,520 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $265,258 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $250 |
2013 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2013 401k financial data | ||
Transfers to/from the plan | 2013-12-31 | $0 |
Total plan liabilities at end of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $1,171,860 |
Expenses. Total of all expenses incurred | 2013-12-31 | $295,915 |
Benefits paid (including direct rollovers) | 2013-12-31 | $291,461 |
Total plan assets at end of year | 2013-12-31 | $3,973,239 |
Total plan assets at beginning of year | 2013-12-31 | $3,097,294 |
Value of fidelity bond covering the plan | 2013-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $286,359 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $67,287 |
Other income received | 2013-12-31 | $588,397 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $875,945 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,973,239 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,097,294 |
Assets. Value of participant loans | 2013-12-31 | $28,560 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $229,817 |
Value of certain deemed distributions of participant loans | 2013-12-31 | $4,129 |
Value of corrective distributions | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $325 |
2012 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $794,565 |
Expenses. Total of all expenses incurred | 2012-12-31 | $483,280 |
Benefits paid (including direct rollovers) | 2012-12-31 | $482,157 |
Total plan assets at end of year | 2012-12-31 | $3,097,294 |
Total plan assets at beginning of year | 2012-12-31 | $2,786,009 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $243,081 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $27,827 |
Other income received | 2012-12-31 | $307,654 |
Net income (gross income less expenses) | 2012-12-31 | $311,285 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,097,294 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,786,009 |
Assets. Value of participant loans | 2012-12-31 | $34,147 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $216,003 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,123 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $378,157 |
Expenses. Total of all expenses incurred | 2011-12-31 | $935,964 |
Benefits paid (including direct rollovers) | 2011-12-31 | $935,626 |
Total plan assets at end of year | 2011-12-31 | $2,786,009 |
Total plan assets at beginning of year | 2011-12-31 | $3,343,816 |
Value of fidelity bond covering the plan | 2011-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $197,178 |
Other income received | 2011-12-31 | $-34,294 |
Net income (gross income less expenses) | 2011-12-31 | $-557,807 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,786,009 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,343,816 |
Assets. Value of participant loans | 2011-12-31 | $17,762 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $215,273 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $338 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $760,390 |
Expenses. Total of all expenses incurred | 2010-12-31 | $271,896 |
Benefits paid (including direct rollovers) | 2010-12-31 | $271,369 |
Total plan assets at end of year | 2010-12-31 | $3,343,816 |
Total plan assets at beginning of year | 2010-12-31 | $2,855,322 |
Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $210,269 |
Other income received | 2010-12-31 | $312,314 |
Net income (gross income less expenses) | 2010-12-31 | $488,494 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,343,816 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,855,322 |
Assets. Value of participant loans | 2010-12-31 | $30,080 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $237,807 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $527 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT 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 CENTRAL OHIO, INC. 401(K) RETIREMENT 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 CENTRAL OHIO, INC. 401(K) RETIREMENT 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 funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT 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 funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: UNITED WAY OF CENTRAL OHIO, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |