UNITED WAY OF THE OZARKS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS
| Measure | Date | Value |
|---|
| 2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-22 | 417422 |
| Net assets as of the end of the plan year | 2025-07-22 | 1673660 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 1753825 |
| Value of plan covered by a fidelity bond | 2025-07-22 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-22 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-22 | 0 |
| Other contributions to plan in this plan year | 2025-07-22 | 0 |
| Other income to plan in this plan year | 2025-07-22 | 301384 |
| Plan net income in this plan year | 2025-07-22 | -80165 |
| Net assets as of the end of the plan year | 2025-07-22 | 1673660 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 1753825 |
| Employer contributions to plan in this plan year | 2025-07-22 | 35873 |
| Fees paid to broker by Benefit Provider | 2025-07-22 | 47 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-22 | 191 |
| 2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 77952 |
| Net assets as of the end of the plan year | 2024-07-31 | 1753825 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 1397270 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 388336 |
| Plan net income in this plan year | 2024-07-31 | 356555 |
| Net assets as of the end of the plan year | 2024-07-31 | 1753825 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 1397270 |
| Employer contributions to plan in this plan year | 2024-07-31 | 46171 |
| Fees paid to broker by Benefit Provider | 2024-07-31 | 45 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 20 |
| 2012 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $208,335 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $568 |
| Total plan assets at end of year | 2012-12-31 | $1,069,341 |
| Total plan assets at beginning of year | 2012-12-31 | $861,574 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Other income received | 2012-12-31 | $78,765 |
| Net income (gross income less expenses) | 2012-12-31 | $207,767 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,069,341 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $861,574 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $129,570 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $568 |
| 2011 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $123,543 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $101,055 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $100,363 |
| Total plan assets at end of year | 2011-12-31 | $861,574 |
| Total plan assets at beginning of year | 2011-12-31 | $839,086 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Other income received | 2011-12-31 | $-6,486 |
| Net income (gross income less expenses) | 2011-12-31 | $22,488 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $861,574 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $839,086 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $130,029 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $692 |
| 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 | $130,029 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $130,029 |
| 2010 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $206,239 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $96,419 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $54,651 |
| Total plan assets at end of year | 2010-12-31 | $839,086 |
| Total plan assets at beginning of year | 2010-12-31 | $729,266 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $41,768 |
| Other income received | 2010-12-31 | $85,427 |
| Net income (gross income less expenses) | 2010-12-31 | $109,820 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $839,086 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $729,266 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $120,812 |
| 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 | $120,812 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $120,812 |
| 2009 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 2009 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2009-12-31 | $121,488 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $121,488 |
| 2012: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 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 | No |
| 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 – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 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 – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | First time form 5500 has been submitted | Yes |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE OZARKS 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 |
