401k Plan data: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION plan

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION
Plan identification number	002

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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 SOUTH CENTRAL MICHIGAN has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF SOUTH CENTRAL MICHIGAN

Employer identification number (EIN): 381359193

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 LISA STOVER LISA STOVER 2013-09-11
002 2011-01-01 LISA STOVER
002 2009-01-01 JILL HART

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2012-01-01	LISA STOVER	LISA STOVER	2013-09-11
002	2011-01-01	LISA STOVER
002	2009-01-01	JILL HART

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION

Measure Date Value
2012: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 2012 401k membership
Total participants, beginning-of-year 2012-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 16
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 22
Total of all active and inactive participants 2011-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 38
Number of participants with account balances 2011-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
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 26
Total of all active and inactive participants 2009-01-01 43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 43
Number of participants with account balances 2009-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2012: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 2012 401k membership
Total participants, beginning-of-year	2012-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	16
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	22
Total of all active and inactive participants	2011-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	38
Number of participants with account balances	2011-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
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	26
Total of all active and inactive participants	2009-01-01	43
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	43
Number of participants with account balances	2009-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION

Measure	Date	Value
2012 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-853,144
Total income from all sources	2012-12-31	$156,033
Expenses. Total of all expenses incurred	2012-12-31	$641,041
Benefits paid (including direct rollovers)	2012-12-31	$641,041
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$1,338,152
Value of fidelity bond covering the plan	2012-12-31	$200,000
Other income received	2012-12-31	$99,580
Net income (gross income less expenses)	2012-12-31	$-485,008
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,338,152
Total contributions received or receivable from employer(s)	2012-12-31	$56,453
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
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	$56,426
Amount contributed by the employer to the plan for this plan year	2012-12-31	$56,426
2011 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 2011 401k financial data
Total income from all sources	2011-12-31	$69,294
Expenses. Total of all expenses incurred	2011-12-31	$73,351
Benefits paid (including direct rollovers)	2011-12-31	$66,709
Total plan assets at end of year	2011-12-31	$1,338,152
Total plan assets at beginning of year	2011-12-31	$1,342,209
Value of fidelity bond covering the plan	2011-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$6,038
Other income received	2011-12-31	$-11,744
Net income (gross income less expenses)	2011-12-31	$-4,057
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,338,152
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,342,209
Total contributions received or receivable from employer(s)	2011-12-31	$81,038
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$604
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
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	$81,038
Amount contributed by the employer to the plan for this plan year	2011-12-31	$81,038
2010 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 2010 401k financial data
Total income from all sources	2010-12-31	$212,761
Expenses. Total of all expenses incurred	2010-12-31	$354,592
Benefits paid (including direct rollovers)	2010-12-31	$341,878
Total plan assets at end of year	2010-12-31	$1,342,209
Total plan assets at beginning of year	2010-12-31	$1,484,040
Value of fidelity bond covering the plan	2010-12-31	$200,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$12,058
Other income received	2010-12-31	$107,398
Net income (gross income less expenses)	2010-12-31	$-141,831
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,342,209
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,484,040
Total contributions received or receivable from employer(s)	2010-12-31	$105,363
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$656
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
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	$93,305
Amount contributed by the employer to the plan for this plan year	2010-12-31	$93,305
2009 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 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

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION

2012: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 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	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 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 is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE BATTLE CREEK AND KALAMAZOO REGION 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	UNITED WAY OF SOUTH CENTRAL MICHIGAN
Employer identification number (EIN):	381359193
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations