401k Plan data: UNITED WAY OF SIOUXLAND 401K P/S plan

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

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

UNITED WAY OF SIOUXLAND 401K P/S Benefits

401k Plan Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 HEATHER HENNINGS 2023-07-19 HEATHER HENNINGS 2023-07-19
002 2021-01-01 HEATHER HENNINGS 2022-05-24 HEATHER HENNINGS 2022-05-24
002 2020-01-01 HEATHER HENNINGS 2021-07-19 HEATHER HENNINGS 2021-07-19
002 2019-01-01 HEATHER HENNINGS 2020-06-30 HEATHER HENNINGS 2020-06-30
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 HEATHER HENNINGS
002 2009-01-01 MELISSA WILLER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	HEATHER HENNINGS	2023-07-19	HEATHER HENNINGS	2023-07-19
002	2021-01-01	HEATHER HENNINGS	2022-05-24	HEATHER HENNINGS	2022-05-24
002	2020-01-01	HEATHER HENNINGS	2021-07-19	HEATHER HENNINGS	2021-07-19
002	2019-01-01	HEATHER HENNINGS	2020-06-30	HEATHER HENNINGS	2020-06-30
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	HEATHER HENNINGS
002	2009-01-01	MELISSA WILLER

Plan Statistics for UNITED WAY OF SIOUXLAND 401K P/S

401k plan membership statisitcs for UNITED WAY OF SIOUXLAND 401K P/S

Measure Date Value
2022: UNITED WAY OF SIOUXLAND 401K P/S 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 8
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 3
Total of all active and inactive participants 2022-01-01 12
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 12
2021: UNITED WAY OF SIOUXLAND 401K P/S 2021 401k membership
Total participants, beginning-of-year 2021-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 6
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 3
Total of all active and inactive participants 2021-01-01 10
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
2020: UNITED WAY OF SIOUXLAND 401K P/S 2020 401k membership
Total participants, beginning-of-year 2020-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 8
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 9
Number of participants with account balances 2020-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: UNITED WAY OF SIOUXLAND 401K P/S 2019 401k membership
Total participants, beginning-of-year 2019-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 8
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 9
Number of participants with account balances 2019-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: UNITED WAY OF SIOUXLAND 401K P/S 2018 401k membership
Total participants, beginning-of-year 2018-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 10
Number of participants with account balances 2018-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNITED WAY OF SIOUXLAND 401K P/S 2017 401k membership
Total participants, beginning-of-year 2017-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 10
Number of participants with account balances 2017-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNITED WAY OF SIOUXLAND 401K P/S 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 10
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNITED WAY OF SIOUXLAND 401K P/S 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 7
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED WAY OF SIOUXLAND 401K P/S 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED WAY OF SIOUXLAND 401K P/S 2013 401k membership
Total participants, beginning-of-year 2013-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 6
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNITED WAY OF SIOUXLAND 401K P/S 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 7
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 1
Total of all active and inactive participants 2012-01-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 8
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2009: UNITED WAY OF SIOUXLAND 401K P/S 2009 401k membership
Total participants, beginning-of-year 2009-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 6
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 8
Total participants 2009-01-01 8
Number of participants with account balances 2009-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: UNITED WAY OF SIOUXLAND 401K P/S 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	8
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	3
Total of all active and inactive participants	2022-01-01	12
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	12
2021: UNITED WAY OF SIOUXLAND 401K P/S 2021 401k membership
Total participants, beginning-of-year	2021-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	6
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	3
Total of all active and inactive participants	2021-01-01	10
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
2020: UNITED WAY OF SIOUXLAND 401K P/S 2020 401k membership
Total participants, beginning-of-year	2020-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	8
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	9
Number of participants with account balances	2020-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: UNITED WAY OF SIOUXLAND 401K P/S 2019 401k membership
Total participants, beginning-of-year	2019-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	8
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	9
Number of participants with account balances	2019-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: UNITED WAY OF SIOUXLAND 401K P/S 2018 401k membership
Total participants, beginning-of-year	2018-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	10
Number of participants with account balances	2018-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNITED WAY OF SIOUXLAND 401K P/S 2017 401k membership
Total participants, beginning-of-year	2017-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	10
Number of participants with account balances	2017-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNITED WAY OF SIOUXLAND 401K P/S 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	10
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNITED WAY OF SIOUXLAND 401K P/S 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	7
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED WAY OF SIOUXLAND 401K P/S 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED WAY OF SIOUXLAND 401K P/S 2013 401k membership
Total participants, beginning-of-year	2013-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	6
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNITED WAY OF SIOUXLAND 401K P/S 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	7
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	1
Total of all active and inactive participants	2012-01-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	8
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2009: UNITED WAY OF SIOUXLAND 401K P/S 2009 401k membership
Total participants, beginning-of-year	2009-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	6
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	8
Total participants	2009-01-01	8
Number of participants with account balances	2009-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

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

Measure	Date	Value
2022 : UNITED WAY OF SIOUXLAND 401K P/S 2022 401k financial data
Total income from all sources	2022-12-31	$-109,546
Expenses. Total of all expenses incurred	2022-12-31	$38,329
Benefits paid (including direct rollovers)	2022-12-31	$31,952
Total plan assets at end of year	2022-12-31	$796,463
Total plan assets at beginning of year	2022-12-31	$944,338
Value of fidelity bond covering the plan	2022-12-31	$50,000
Total contributions received or receivable from participants	2022-12-31	$24,658
Other income received	2022-12-31	$-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 sources	2021-12-31	$172,055
Expenses. Total of all expenses incurred	2021-12-31	$21,536
Benefits paid (including direct rollovers)	2021-12-31	$15,000
Total plan assets at end of year	2021-12-31	$944,338
Total plan assets at beginning of year	2021-12-31	$793,819
Value of fidelity bond covering the plan	2021-12-31	$50,000
Total contributions received or receivable from participants	2021-12-31	$25,740
Other income received	2021-12-31	$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 sources	2020-12-31	$149,702
Expenses. Total of all expenses incurred	2020-12-31	$86,880
Benefits paid (including direct rollovers)	2020-12-31	$81,285
Total plan assets at end of year	2020-12-31	$793,819
Total plan assets at beginning of year	2020-12-31	$730,997
Value of fidelity bond covering the plan	2020-12-31	$50,000
Total contributions received or receivable from participants	2020-12-31	$24,420
Other income received	2020-12-31	$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 sources	2019-12-31	$197,895
Expenses. Total of all expenses incurred	2019-12-31	$152,184
Benefits paid (including direct rollovers)	2019-12-31	$145,078
Total plan assets at end of year	2019-12-31	$730,997
Total plan assets at beginning of year	2019-12-31	$685,286
Value of fidelity bond covering the plan	2019-12-31	$50,000
Total contributions received or receivable from participants	2019-12-31	$30,746
Expenses. Other expenses not covered elsewhere	2019-12-31	$615
Other income received	2019-12-31	$144,791
Noncash contributions received	2019-12-31	$-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 sources	2018-12-31	$25,791
Expenses. Total of all expenses incurred	2018-12-31	$33,234
Benefits paid (including direct rollovers)	2018-12-31	$27,613
Total plan assets at end of year	2018-12-31	$685,286
Total plan assets at beginning of year	2018-12-31	$692,729
Value of fidelity bond covering the plan	2018-12-31	$50,000
Total contributions received or receivable from participants	2018-12-31	$52,202
Other income received	2018-12-31	$-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 loans	2018-12-31	$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 sources	2017-12-31	$162,693
Expenses. Total of all expenses incurred	2017-12-31	$12,792
Benefits paid (including direct rollovers)	2017-12-31	$8,000
Total plan assets at end of year	2017-12-31	$692,729
Total plan assets at beginning of year	2017-12-31	$542,828
Value of fidelity bond covering the plan	2017-12-31	$50,000
Total contributions received or receivable from participants	2017-12-31	$46,444
Other income received	2017-12-31	$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 loans	2017-12-31	$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 sources	2016-12-31	$140,668
Expenses. Total of all expenses incurred	2016-12-31	$3,633
Benefits paid (including direct rollovers)	2016-12-31	$0
Total plan assets at end of year	2016-12-31	$542,828
Total plan assets at beginning of year	2016-12-31	$405,793
Value of fidelity bond covering the plan	2016-12-31	$50,000
Total contributions received or receivable from participants	2016-12-31	$89,264
Other income received	2016-12-31	$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 loans	2016-12-31	$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 sources	2015-12-31	$43,070
Expenses. Total of all expenses incurred	2015-12-31	$44,878
Benefits paid (including direct rollovers)	2015-12-31	$41,644
Total plan assets at end of year	2015-12-31	$405,793
Total plan assets at beginning of year	2015-12-31	$407,601
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$26,087
Other income received	2015-12-31	$-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 loans	2015-12-31	$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 sources	2014-12-31	$49,110
Expenses. Total of all expenses incurred	2014-12-31	$3,057
Total plan assets at end of year	2014-12-31	$407,601
Total plan assets at beginning of year	2014-12-31	$361,548
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$15,149
Other income received	2014-12-31	$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 loans	2014-12-31	$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 sources	2013-12-31	$95,379
Expenses. Total of all expenses incurred	2013-12-31	$501,990
Benefits paid (including direct rollovers)	2013-12-31	$496,793
Total plan assets at end of year	2013-12-31	$361,548
Total plan assets at beginning of year	2013-12-31	$768,159
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$15,470
Other income received	2013-12-31	$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 loans	2013-12-31	$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 sources	2012-12-31	$139,248
Expenses. Total of all expenses incurred	2012-12-31	$302,994
Benefits paid (including direct rollovers)	2012-12-31	$295,525
Total plan assets at end of year	2012-12-31	$768,159
Total plan assets at beginning of year	2012-12-31	$931,905
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$18,932
Other income received	2012-12-31	$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 loans	2012-12-31	$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

2022: UNITED WAY OF SIOUXLAND 401K P/S 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED WAY OF SIOUXLAND 401K P/S 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED WAY OF SIOUXLAND 401K P/S 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED WAY OF SIOUXLAND 401K P/S 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED WAY OF SIOUXLAND 401K P/S 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED WAY OF SIOUXLAND 401K P/S 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED WAY OF SIOUXLAND 401K P/S 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED WAY OF SIOUXLAND 401K P/S 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED WAY OF SIOUXLAND 401K P/S 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED WAY OF SIOUXLAND 401K P/S 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED WAY OF SIOUXLAND 401K P/S 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED WAY OF SIOUXLAND 401K P/S 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED WAY OF SIOUXLAND
Employer identification number (EIN):	420680395
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations