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Plan Name | UNITED WAY OF SUMMIT COUNTY 403(B) SAVINGS PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | UNITED WAY OF SUMMIT COUNTY |
Employer identification number (EIN): | 341169257 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about UNITED WAY OF SUMMIT COUNTY
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1975-06-16 |
Company Identification Number: | 467961 |
Legal Registered Office Address: |
90 N. PROSPECT ST - AKRON United States of America (USA) 44308 |
More information about UNITED WAY OF SUMMIT COUNTY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-04-01 | ||||
002 | 2021-04-01 | CATHRYN O MALLEY | 2022-11-08 | ||
002 | 2020-04-01 | ||||
002 | 2019-04-01 | ||||
002 | 2018-04-01 | ||||
002 | 2017-04-01 | ||||
002 | 2016-04-01 | ||||
002 | 2015-04-01 | ANN MANBY | 2016-08-30 | ||
002 | 2014-04-01 | ANN MANBY | 2015-09-10 | ||
002 | 2013-04-01 | ANN MANBY | 2015-01-08 | ||
002 | 2012-04-01 | ANN MANBY | 2014-01-14 | ||
002 | 2011-04-01 | ANN MANBY | 2013-01-08 | ROBERT KULINSKI | 2013-01-05 |
002 | 2010-04-01 | BRETT KIMMELL | 2012-01-04 | ROBERT KULINSKI | 2012-01-04 |
002 | 2009-01-01 | BRETT KIMMELL | ROBERT KULINSKI | 2010-03-21 |
Measure | Date | Value |
---|---|---|
2022: UNITED WAY OF SUMMIT COUNTY 403(B) SAVINGS PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-04-01 | 123 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 103 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 22 |
Total of all active and inactive participants | 2022-04-01 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-04-01 | 0 |
Total participants | 2022-04-01 | 129 |
Number of participants with account balances | 2022-04-01 | 91 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-04-01 | 3 |
2009: UNITED WAY OF SUMMIT COUNTY 403(B) SAVINGS PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 27 |
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 | 5 |
Total of all active and inactive participants | 2009-01-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 32 |
Number of participants with account balances | 2009-01-01 | 26 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2023 : UNITED WAY OF SUMMIT COUNTY 403(B) SAVINGS PLAN 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $0 |
Total income from all sources (including contributions) | 2023-03-31 | $280,253 |
Total loss/gain on sale of assets | 2023-03-31 | $0 |
Total of all expenses incurred | 2023-03-31 | $176,873 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $168,388 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $465,741 |
Value of total assets at end of year | 2023-03-31 | $3,054,923 |
Value of total assets at beginning of year | 2023-03-31 | $2,951,543 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $8,485 |
Total interest from all sources | 2023-03-31 | $2,789 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $165,742 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $165,742 |
Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
Value of fidelity bond cover | 2023-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
Contributions received from participants | 2023-03-31 | $320,083 |
Participant contributions at end of year | 2023-03-31 | $47,351 |
Participant contributions at beginning of year | 2023-03-31 | $29,155 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-03-31 | $25,649 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Value of net income/loss | 2023-03-31 | $103,380 |
Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $3,054,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $2,951,543 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $2,969,313 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $2,891,944 |
Interest on participant loans | 2023-03-31 | $2,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $38,259 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $30,444 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $30,444 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-354,019 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
Contributions received in cash from employer | 2023-03-31 | $120,009 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $168,388 |
Contract administrator fees | 2023-03-31 | $8,485 |
Did the plan have assets held for investment | 2023-03-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
Accountancy firm name | 2023-03-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2023-03-31 | 410746749 |
2022: UNITED WAY OF SUMMIT COUNTY 403(B) SAVINGS PLAN 2022 form 5500 responses | ||
---|---|---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Submission has been amended | No |
2022-04-01 | This submission is the final filing | No |
2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-04-01 | Plan is a collectively bargained plan | No |
2022-04-01 | Plan funding arrangement – Trust | Yes |
2022-04-01 | Plan benefit arrangement - Trust | Yes |
2009: UNITED WAY OF SUMMIT COUNTY 403(B) SAVINGS 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) | Yes |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |