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UNITED WAY OF SIOUXLAND 401K P/S 401k Plan overview

Plan NameUNITED WAY OF SIOUXLAND 401K P/S
Plan identification number 002

UNITED WAY OF SIOUXLAND 401K P/S Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 UNITED WAY OF SIOUXLAND 401K P/S

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01HEATHER HENNINGS2024-08-29 HEATHER HENNINGS2024-08-29
0022022-01-01HEATHER HENNINGS2023-07-19 HEATHER HENNINGS2023-07-19
0022021-01-01HEATHER HENNINGS2022-05-24 HEATHER HENNINGS2022-05-24
0022020-01-01HEATHER HENNINGS2021-07-19 HEATHER HENNINGS2021-07-19
0022019-01-01HEATHER HENNINGS2020-06-30 HEATHER HENNINGS2020-06-30
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01HEATHER HENNINGS
0022009-01-01MELISSA WILLER

Financial Data on UNITED WAY OF SIOUXLAND 401K P/S

Measure Date Value
2023 : UNITED WAY OF SIOUXLAND 401K P/S 2023 401k financial data
Total income from all sources2023-12-31$189,506
Expenses. Total of all expenses incurred2023-12-31$35,563
Benefits paid (including direct rollovers)2023-12-31$29,000
Total plan assets at end of year2023-12-31$950,406
Total plan assets at beginning of year2023-12-31$796,463
Value of fidelity bond covering the plan2023-12-31$50,000
Total contributions received or receivable from participants2023-12-31$28,538
Other income received2023-12-31$136,697
Net income (gross income less expenses)2023-12-31$153,943
Net plan assets at end of year (total assets less liabilities)2023-12-31$950,406
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$796,463
Total contributions received or receivable from employer(s)2023-12-31$24,271
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$6,563
2022 : UNITED WAY OF SIOUXLAND 401K P/S 2022 401k financial data
Total income from all sources2022-12-31$-109,546
Expenses. Total of all expenses incurred2022-12-31$38,329
Benefits paid (including direct rollovers)2022-12-31$31,952
Total plan assets at end of year2022-12-31$796,463
Total plan assets at beginning of year2022-12-31$944,338
Value of fidelity bond covering the plan2022-12-31$50,000
Total contributions received or receivable from participants2022-12-31$24,658
Other income received2022-12-31$-153,086
Net income (gross income less expenses)2022-12-31$-147,875
Net plan assets at end of year (total assets less liabilities)2022-12-31$796,463
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$944,338
Total contributions received or receivable from employer(s)2022-12-31$18,882
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$6,377
2021 : UNITED WAY OF SIOUXLAND 401K P/S 2021 401k financial data
Total income from all sources2021-12-31$172,055
Expenses. Total of all expenses incurred2021-12-31$21,536
Benefits paid (including direct rollovers)2021-12-31$15,000
Total plan assets at end of year2021-12-31$944,338
Total plan assets at beginning of year2021-12-31$793,819
Value of fidelity bond covering the plan2021-12-31$50,000
Total contributions received or receivable from participants2021-12-31$25,740
Other income received2021-12-31$122,371
Net income (gross income less expenses)2021-12-31$150,519
Net plan assets at end of year (total assets less liabilities)2021-12-31$944,338
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$793,819
Total contributions received or receivable from employer(s)2021-12-31$23,944
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$6,536
2020 : UNITED WAY OF SIOUXLAND 401K P/S 2020 401k financial data
Total income from all sources2020-12-31$149,702
Expenses. Total of all expenses incurred2020-12-31$86,880
Benefits paid (including direct rollovers)2020-12-31$81,285
Total plan assets at end of year2020-12-31$793,819
Total plan assets at beginning of year2020-12-31$730,997
Value of fidelity bond covering the plan2020-12-31$50,000
Total contributions received or receivable from participants2020-12-31$24,420
Other income received2020-12-31$102,194
Net income (gross income less expenses)2020-12-31$62,822
Net plan assets at end of year (total assets less liabilities)2020-12-31$793,819
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$730,997
Total contributions received or receivable from employer(s)2020-12-31$23,088
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$5,595
2019 : UNITED WAY OF SIOUXLAND 401K P/S 2019 401k financial data
Total income from all sources2019-12-31$197,895
Expenses. Total of all expenses incurred2019-12-31$152,184
Benefits paid (including direct rollovers)2019-12-31$145,078
Total plan assets at end of year2019-12-31$730,997
Total plan assets at beginning of year2019-12-31$685,286
Value of fidelity bond covering the plan2019-12-31$50,000
Total contributions received or receivable from participants2019-12-31$30,746
Expenses. Other expenses not covered elsewhere2019-12-31$615
Other income received2019-12-31$144,791
Noncash contributions received2019-12-31$-900
Net income (gross income less expenses)2019-12-31$45,711
Net plan assets at end of year (total assets less liabilities)2019-12-31$730,997
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$685,286
Total contributions received or receivable from employer(s)2019-12-31$23,258
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$6,491
2018 : UNITED WAY OF SIOUXLAND 401K P/S 2018 401k financial data
Total income from all sources2018-12-31$25,791
Expenses. Total of all expenses incurred2018-12-31$33,234
Benefits paid (including direct rollovers)2018-12-31$27,613
Total plan assets at end of year2018-12-31$685,286
Total plan assets at beginning of year2018-12-31$692,729
Value of fidelity bond covering the plan2018-12-31$50,000
Total contributions received or receivable from participants2018-12-31$52,202
Other income received2018-12-31$-50,885
Net income (gross income less expenses)2018-12-31$-7,443
Net plan assets at end of year (total assets less liabilities)2018-12-31$685,286
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$692,729
Assets. Value of participant loans2018-12-31$4,146
Total contributions received or receivable from employer(s)2018-12-31$24,474
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,621
2017 : UNITED WAY OF SIOUXLAND 401K P/S 2017 401k financial data
Total income from all sources2017-12-31$162,693
Expenses. Total of all expenses incurred2017-12-31$12,792
Benefits paid (including direct rollovers)2017-12-31$8,000
Total plan assets at end of year2017-12-31$692,729
Total plan assets at beginning of year2017-12-31$542,828
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$46,444
Other income received2017-12-31$96,223
Net income (gross income less expenses)2017-12-31$149,901
Net plan assets at end of year (total assets less liabilities)2017-12-31$692,729
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$542,828
Assets. Value of participant loans2017-12-31$10,141
Total contributions received or receivable from employer(s)2017-12-31$20,026
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,792
2016 : UNITED WAY OF SIOUXLAND 401K P/S 2016 401k financial data
Total income from all sources2016-12-31$140,668
Expenses. Total of all expenses incurred2016-12-31$3,633
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$542,828
Total plan assets at beginning of year2016-12-31$405,793
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$89,264
Other income received2016-12-31$33,241
Net income (gross income less expenses)2016-12-31$137,035
Net plan assets at end of year (total assets less liabilities)2016-12-31$542,828
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$405,793
Assets. Value of participant loans2016-12-31$15,462
Total contributions received or receivable from employer(s)2016-12-31$18,163
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$3,633
2015 : UNITED WAY OF SIOUXLAND 401K P/S 2015 401k financial data
Total income from all sources2015-12-31$43,070
Expenses. Total of all expenses incurred2015-12-31$44,878
Benefits paid (including direct rollovers)2015-12-31$41,644
Total plan assets at end of year2015-12-31$405,793
Total plan assets at beginning of year2015-12-31$407,601
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$26,087
Other income received2015-12-31$-1,604
Net income (gross income less expenses)2015-12-31$-1,808
Net plan assets at end of year (total assets less liabilities)2015-12-31$405,793
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$407,601
Assets. Value of participant loans2015-12-31$20,969
Total contributions received or receivable from employer(s)2015-12-31$18,587
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$3,234
2014 : UNITED WAY OF SIOUXLAND 401K P/S 2014 401k financial data
Total income from all sources2014-12-31$49,110
Expenses. Total of all expenses incurred2014-12-31$3,057
Total plan assets at end of year2014-12-31$407,601
Total plan assets at beginning of year2014-12-31$361,548
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$15,149
Other income received2014-12-31$18,812
Net income (gross income less expenses)2014-12-31$46,053
Net plan assets at end of year (total assets less liabilities)2014-12-31$407,601
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$361,548
Assets. Value of participant loans2014-12-31$26,048
Total contributions received or receivable from employer(s)2014-12-31$15,149
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,057
2013 : UNITED WAY OF SIOUXLAND 401K P/S 2013 401k financial data
Total income from all sources2013-12-31$95,379
Expenses. Total of all expenses incurred2013-12-31$501,990
Benefits paid (including direct rollovers)2013-12-31$496,793
Total plan assets at end of year2013-12-31$361,548
Total plan assets at beginning of year2013-12-31$768,159
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$15,470
Other income received2013-12-31$65,050
Net income (gross income less expenses)2013-12-31$-406,611
Net plan assets at end of year (total assets less liabilities)2013-12-31$361,548
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$768,159
Assets. Value of participant loans2013-12-31$627
Total contributions received or receivable from employer(s)2013-12-31$14,859
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,197
2012 : UNITED WAY OF SIOUXLAND 401K P/S 2012 401k financial data
Total income from all sources2012-12-31$139,248
Expenses. Total of all expenses incurred2012-12-31$302,994
Benefits paid (including direct rollovers)2012-12-31$295,525
Total plan assets at end of year2012-12-31$768,159
Total plan assets at beginning of year2012-12-31$931,905
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$18,932
Other income received2012-12-31$96,629
Net income (gross income less expenses)2012-12-31$-163,746
Net plan assets at end of year (total assets less liabilities)2012-12-31$768,159
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$931,905
Assets. Value of participant loans2012-12-31$7,633
Total contributions received or receivable from employer(s)2012-12-31$23,687
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$7,469

Form 5500 Responses for UNITED WAY OF SIOUXLAND 401K P/S

2023: UNITED WAY OF SIOUXLAND 401K P/S 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNITED WAY OF SIOUXLAND 401K P/S 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED WAY OF SIOUXLAND 401K P/S 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED WAY OF SIOUXLAND 401K P/S 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED WAY OF SIOUXLAND 401K P/S 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED WAY OF SIOUXLAND 401K P/S 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED WAY OF SIOUXLAND 401K P/S 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED WAY OF SIOUXLAND 401K P/S 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED WAY OF SIOUXLAND 401K P/S 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED WAY OF SIOUXLAND 401K P/S 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED WAY OF SIOUXLAND 401K P/S 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED WAY OF SIOUXLAND 401K P/S 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: UNITED WAY OF SIOUXLAND 401K P/S 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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