UNITED WAY OF TRUMBULL COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2025 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-28 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-28 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-28 | 18 |
| Net assets as of the end of the plan year | 2025-07-28 | 166692 |
| Total assets as of the beginning of the plan year | 2025-07-28 | 145568 |
| Value of plan covered by a fidelity bond | 2025-07-28 | 125000 |
| Participant contributions to plan in this plan year | 2025-07-28 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-28 | 0 |
| Other contributions to plan in this plan year | 2025-07-28 | 0 |
| Other income to plan in this plan year | 2025-07-28 | 17722 |
| Plan net income in this plan year | 2025-07-28 | 21124 |
| Net assets as of the end of the plan year | 2025-07-28 | 166692 |
| Net assets as of the beginning of the plan year | 2025-07-28 | 145568 |
| Employer contributions to plan in this plan year | 2025-07-28 | 3420 |
| Fees paid to broker by Benefit Provider | 2025-07-28 | 10 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-28 | 18 |
| 2023 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $23,710 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $42,895 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $42,895 |
| Total plan assets at end of year | 2023-12-31 | $145,568 |
| Total plan assets at beginning of year | 2023-12-31 | $164,753 |
| Value of fidelity bond covering the plan | 2023-12-31 | $125,000 |
| Other income received | 2023-12-31 | $20,290 |
| Net income (gross income less expenses) | 2023-12-31 | $-19,185 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $145,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $164,753 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $3,420 |
| 2022 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-45,283 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $309,742 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $309,706 |
| Total plan assets at end of year | 2022-12-31 | $164,752 |
| Total plan assets at beginning of year | 2022-12-31 | $519,777 |
| Value of fidelity bond covering the plan | 2022-12-31 | $125,000 |
| Other income received | 2022-12-31 | $-51,977 |
| Net income (gross income less expenses) | 2022-12-31 | $-355,025 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $164,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $519,777 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $6,694 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $36 |
| 2021 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $46,094 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $72 |
| Total plan assets at end of year | 2021-12-31 | $519,777 |
| Total plan assets at beginning of year | 2021-12-31 | $473,755 |
| Value of fidelity bond covering the plan | 2021-12-31 | $125,000 |
| Other income received | 2021-12-31 | $35,799 |
| Net income (gross income less expenses) | 2021-12-31 | $46,022 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $519,777 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $473,755 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $10,295 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $72 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $10,295 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $10,295 |
| 2020 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $48,861 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $72 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $0 |
| Total plan assets at end of year | 2020-12-31 | $473,755 |
| Total plan assets at beginning of year | 2020-12-31 | $424,966 |
| Value of fidelity bond covering the plan | 2020-12-31 | $125,000 |
| Other income received | 2020-12-31 | $37,651 |
| Net income (gross income less expenses) | 2020-12-31 | $48,789 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $473,755 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $424,966 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $11,210 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $72 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $11,210 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $11,210 |
| 2019 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $46,265 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $9,737 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $9,665 |
| Total plan assets at end of year | 2019-12-31 | $424,966 |
| Total plan assets at beginning of year | 2019-12-31 | $388,438 |
| Value of fidelity bond covering the plan | 2019-12-31 | $125,000 |
| Other income received | 2019-12-31 | $35,055 |
| Net income (gross income less expenses) | 2019-12-31 | $36,528 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $424,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $388,438 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $11,210 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $72 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $11,210 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $11,210 |
| 2018 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $1,653 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $29,932 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $29,860 |
| Total plan assets at end of year | 2018-12-31 | $388,438 |
| Total plan assets at beginning of year | 2018-12-31 | $416,717 |
| Value of fidelity bond covering the plan | 2018-12-31 | $125,000 |
| Other income received | 2018-12-31 | $-9,557 |
| Net income (gross income less expenses) | 2018-12-31 | $-28,279 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $388,438 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $416,717 |
| Assets. Value of participant loans | 2018-12-31 | $533 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $11,210 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $72 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $11,210 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $11,210 |
| 2017 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $33,389 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $90 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $0 |
| Total plan assets at end of year | 2017-12-31 | $416,717 |
| Total plan assets at beginning of year | 2017-12-31 | $383,418 |
| Value of fidelity bond covering the plan | 2017-12-31 | $125,000 |
| Other income received | 2017-12-31 | $23,968 |
| Net income (gross income less expenses) | 2017-12-31 | $33,299 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $416,717 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $383,418 |
| Assets. Value of participant loans | 2017-12-31 | $1,233 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $9,421 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $90 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $9,421 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $9,421 |
| 2016 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $21,791 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $917 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $815 |
| Total plan assets at end of year | 2016-12-31 | $383,418 |
| Total plan assets at beginning of year | 2016-12-31 | $362,544 |
| Value of fidelity bond covering the plan | 2016-12-31 | $125,000 |
| Other income received | 2016-12-31 | $13,874 |
| Net income (gross income less expenses) | 2016-12-31 | $20,874 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $383,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $362,544 |
| Assets. Value of participant loans | 2016-12-31 | $1,919 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $7,917 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $102 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $7,917 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $7,917 |
| 2015 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $9,021 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $125,970 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $125,840 |
| Total plan assets at end of year | 2015-12-31 | $362,544 |
| Total plan assets at beginning of year | 2015-12-31 | $479,493 |
| Value of fidelity bond covering the plan | 2015-12-31 | $125,000 |
| Other income received | 2015-12-31 | $1,411 |
| Net income (gross income less expenses) | 2015-12-31 | $-116,949 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $362,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $479,493 |
| Assets. Value of participant loans | 2015-12-31 | $2,836 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $7,610 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $130 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $7,610 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $7,610 |
| 2014 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $51,470 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $673,901 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $673,754 |
| Total plan assets at end of year | 2014-12-31 | $479,493 |
| Total plan assets at beginning of year | 2014-12-31 | $1,101,924 |
| Value of fidelity bond covering the plan | 2014-12-31 | $125,000 |
| Other income received | 2014-12-31 | $43,529 |
| Net income (gross income less expenses) | 2014-12-31 | $-622,431 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $479,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,101,924 |
| Assets. Value of participant loans | 2014-12-31 | $11,813 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $7,941 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $147 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $7,941 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $7,941 |
| 2013 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $188,277 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $70,938 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $70,789 |
| Total plan assets at end of year | 2013-12-31 | $1,101,924 |
| Total plan assets at beginning of year | 2013-12-31 | $984,585 |
| Value of fidelity bond covering the plan | 2013-12-31 | $125,000 |
| Other income received | 2013-12-31 | $179,193 |
| Net income (gross income less expenses) | 2013-12-31 | $117,339 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,101,924 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $984,585 |
| Assets. Value of participant loans | 2013-12-31 | $13,469 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $9,084 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $149 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $9,084 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $9,084 |
| 2012 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $94,468 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $7,265 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $7,120 |
| Total plan assets at end of year | 2012-12-31 | $984,585 |
| Total plan assets at beginning of year | 2012-12-31 | $897,382 |
| Value of fidelity bond covering the plan | 2012-12-31 | $125,000 |
| Other income received | 2012-12-31 | $79,911 |
| Net income (gross income less expenses) | 2012-12-31 | $87,203 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $984,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $897,382 |
| Assets. Value of participant loans | 2012-12-31 | $20,896 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $14,557 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $145 |
| 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 | $14,557 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $14,557 |
| 2011 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-13,715 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $54,630 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $54,464 |
| Total plan assets at end of year | 2011-12-31 | $897,382 |
| Total plan assets at beginning of year | 2011-12-31 | $965,727 |
| Value of fidelity bond covering the plan | 2011-12-31 | $125,000 |
| Other income received | 2011-12-31 | $-27,122 |
| Net income (gross income less expenses) | 2011-12-31 | $-68,345 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $897,382 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $965,727 |
| Assets. Value of participant loans | 2011-12-31 | $35,580 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,407 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $166 |
| 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 | $13,407 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $13,407 |
| 2010 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $140,753 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $129,464 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $125,434 |
| Total plan assets at end of year | 2010-12-31 | $965,727 |
| Total plan assets at beginning of year | 2010-12-31 | $954,438 |
| Value of fidelity bond covering the plan | 2010-12-31 | $125,000 |
| Other income received | 2010-12-31 | $121,700 |
| Net income (gross income less expenses) | 2010-12-31 | $11,289 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $965,727 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $954,438 |
| Assets. Value of participant loans | 2010-12-31 | $25,997 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $19,053 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $3,850 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $180 |
| 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 | $19,053 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $19,053 |
| 2009 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $29,387 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $29,387 |