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EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 401k Plan overview

Plan NameEMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY
Plan identification number 001

EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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 SIOUXLAND has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF SIOUXLAND
Employer identification number (EIN):420680395
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 BENEFITS PLAN OF SIOUXLAND UNITED WAY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01TIM STILES
0012010-01-01TIM STILES
0012009-01-01TIM B. STILES
0012009-01-01MELISSA WILLER

Plan Statistics for EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY

401k plan membership statisitcs for EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY

Measure Date Value
2011: EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 2011 401k membership
Total participants, beginning-of-year2011-01-0110
Total number of active participants reported on line 7a of the Form 55002011-01-018
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-019
Number of participants with account balances2011-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 2010 401k membership
Total participants, beginning-of-year2010-01-018
Total number of active participants reported on line 7a of the Form 55002010-01-018
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0110
Number of participants with account balances2010-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 2009 401k membership
Total participants, beginning-of-year2009-01-018
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-010
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY

Measure Date Value
2011 : EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 2011 401k financial data
Transfers to/from the plan2011-12-31$-2,696
Total income from all sources2011-12-31$49,146
Expenses. Total of all expenses incurred2011-12-31$10,360
Benefits paid (including direct rollovers)2011-12-31$2,696
Total plan assets at end of year2011-12-31$931,905
Total plan assets at beginning of year2011-12-31$895,815
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$21,423
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$3,788
Net income (gross income less expenses)2011-12-31$38,786
Net plan assets at end of year (total assets less liabilities)2011-12-31$931,905
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$895,815
Assets. Value of participant loans2011-12-31$6,169
Total contributions received or receivable from employer(s)2011-12-31$23,935
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,664
2010 : EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$235,555
Expenses. Total of all expenses incurred2010-12-31$5,677
Total plan assets at end of year2010-12-31$895,815
Total plan assets at beginning of year2010-12-31$665,937
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$19,919
Contributions received from other sources (not participants or employers)2010-12-31$92,234
Other income received2010-12-31$98,450
Net income (gross income less expenses)2010-12-31$229,878
Net plan assets at end of year (total assets less liabilities)2010-12-31$895,815
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$665,937
Assets. Value of participant loans2010-12-31$8,135
Total contributions received or receivable from employer(s)2010-12-31$24,952
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$5,677
2009 : EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY

2011: EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEE BENEFITS PLAN OF SIOUXLAND UNITED WAY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingYes
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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