401k Plan data: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. plan

EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 401k Plan overview

Plan Name	EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC.
Plan identification number	001

EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
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 WAYNE AND HOLMES COUN TIES, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF WAYNE AND HOLMES COUN TIES, INC.

Employer identification number (EIN): 340946973

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 BRENDA P. LINNICK 2014-05-28
001 2012-01-01 BRENDA P. LINNICK
001 2011-01-01 BRENDA P. LINNICK
001 2010-01-01 BRENDA P. LINNICK
001 2009-01-01 BRENDA P. LINNICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2013-01-01	BRENDA P. LINNICK	2014-05-28
001	2012-01-01	BRENDA P. LINNICK
001	2011-01-01	BRENDA P. LINNICK
001	2010-01-01	BRENDA P. LINNICK
001	2009-01-01	BRENDA P. LINNICK

Plan Statistics for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC.

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC.

Measure Date Value
2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 5
Total participants 2011-01-01 5
Number of participants with account balances 2011-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
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 0
Total of all active and inactive participants 2010-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 5
Number of participants with account balances 2010-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
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 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	5
Total participants	2011-01-01	5
Number of participants with account balances	2011-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
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	0
Total of all active and inactive participants	2010-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	5
Number of participants with account balances	2010-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
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	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC.

Measure	Date	Value
2012 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2012 401k financial data
Total income from all sources	2012-12-31	$17,853
Expenses. Total of all expenses incurred	2012-12-31	$16,107
Total plan assets at end of year	2012-12-31	$138,028
Total plan assets at beginning of year	2012-12-31	$136,282
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$2,756
Expenses. Other expenses not covered elsewhere	2012-12-31	$16,107
Contributions received from other sources (not participants or employers)	2012-12-31	$863
Other income received	2012-12-31	$2,407
Net income (gross income less expenses)	2012-12-31	$1,746
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$138,028
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$136,282
Total contributions received or receivable from employer(s)	2012-12-31	$11,827
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$11,827
Amount contributed by the employer to the plan for this plan year	2012-12-31	$11,827
2011 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2011 401k financial data
Total income from all sources	2011-12-31	$20,729
Expenses. Total of all expenses incurred	2011-12-31	$6,500
Total plan assets at end of year	2011-12-31	$136,282
Total plan assets at beginning of year	2011-12-31	$122,053
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$3,700
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,500
Other income received	2011-12-31	$2,837
Net income (gross income less expenses)	2011-12-31	$14,229
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$136,282
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$122,053
Total contributions received or receivable from employer(s)	2011-12-31	$14,192
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$14,192
Amount contributed by the employer to the plan for this plan year	2011-12-31	$14,192
2010 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2010 401k financial data
Total income from all sources	2010-12-31	$22,859
Expenses. Total of all expenses incurred	2010-12-31	$1,601
Total plan assets at end of year	2010-12-31	$122,053
Total plan assets at beginning of year	2010-12-31	$100,795
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$4,780
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,601
Contributions received from other sources (not participants or employers)	2010-12-31	$151
Other income received	2010-12-31	$3,288
Net income (gross income less expenses)	2010-12-31	$21,258
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$122,053
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$100,795
Total contributions received or receivable from employer(s)	2010-12-31	$14,640
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$14,640
Amount contributed by the employer to the plan for this plan year	2010-12-31	$14,640
2009 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$14,431
Amount contributed by the employer to the plan for this plan year	2009-12-31	$14,431

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC.

2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	First time form 5500 has been submitted	Yes
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF WAYNE AND HOLMES COUNTIES, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053637-D

Policy instance

Insurance contract or identification number	053637-D
Number of Individuals Covered	5
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $20
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	20
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	VARIOUS AGENTS

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053637-D

Policy instance

Insurance contract or identification number	053637-D
Number of Individuals Covered	5
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of fees paid to insurance company	USD $71
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

053637-D

Policy instance

Insurance contract or identification number	053637-D
Number of Individuals Covered	5
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of fees paid to insurance company	USD $131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	131
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	VARIOUS AGENTS

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Company Name:	UNITED WAY OF WAYNE AND HOLMES COUN TIES, INC.
Employer identification number (EIN):	340946973
NAIC Classification:	624100
NAIC Description:	Individual and Family Services