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403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC.
Plan identification number 003

403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 THE RIVER CITIES, INC . has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE RIVER CITIES, INC .
Employer identification number (EIN):550384704
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01DAVID CARTER2023-06-22
0032021-01-01DAVID CARTER2022-09-01
0032020-01-01DAVID CARTER2021-07-26
0032018-01-01DAVID CARTER2019-05-08
0032017-01-01DAVID CARTER2018-07-06 DAVID CARTER2018-07-06
0032016-01-01LAURA GILLIAM2017-06-20 LAURA GILLIAM2017-06-20
0032015-01-01LAURA GILLIAM2016-06-23 LAURA GILLIAM2016-06-23
0032014-01-01LAURA GILLIAM2015-04-16 LAURA GILLIAM2015-04-16
0032013-01-01LAURA GILLIAM2014-07-24 LAURA GILLIAM2014-07-24
0032012-01-01LAURA GILLIAM2013-07-01 LAURA GILLIAM2013-07-01
0032011-01-01LAURA GILLIAM
0032010-01-01LAURA GILLIAM2011-07-25
0032009-01-01LAURA GILLIAM
0032009-01-01LAURA GILLIAM

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC.

Measure Date Value
2011: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-019
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 participants2011-01-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0110
Number of participants with account balances2011-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-017
Total number of active participants reported on line 7a of the Form 55002009-01-019
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 participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC.

Measure Date Value
2012 : 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$22,448
Expenses. Total of all expenses incurred2012-12-31$136,902
Benefits paid (including direct rollovers)2012-12-31$136,848
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$114,454
Value of fidelity bond covering the plan2012-12-31$50,000
Other income received2012-12-31$9,025
Net income (gross income less expenses)2012-12-31$-114,454
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$114,454
Assets. Value of participant loans2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$13,423
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$54
2011 : 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$18,673
Expenses. Total of all expenses incurred2011-12-31$30
Total plan assets at end of year2011-12-31$114,454
Total plan assets at beginning of year2011-12-31$95,811
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$0
Expenses. Other expenses not covered elsewhere2011-12-31$30
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-2,072
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$18,643
Net plan assets at end of year (total assets less liabilities)2011-12-31$114,454
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$95,811
Assets. Value of participant loans2011-12-31$4,166
Total contributions received or receivable from employer(s)2011-12-31$20,745
2010 : 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$35,316
Expenses. Total of all expenses incurred2010-12-31$3,871
Total plan assets at end of year2010-12-31$95,811
Total plan assets at beginning of year2010-12-31$64,366
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$3,871
Other income received2010-12-31$13,945
Net income (gross income less expenses)2010-12-31$31,445
Net plan assets at end of year (total assets less liabilities)2010-12-31$95,811
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$64,366
Assets. Value of participant loans2010-12-31$5,083
Total contributions received or receivable from employer(s)2010-12-31$21,371

Form 5500 Responses for 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC.

2011: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050563-H
Policy instance 1
Insurance contract or identification number050563-H
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $24
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number050563-H
Policy instance 1
Insurance contract or identification number050563-H
Number of Individuals Covered10
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $27
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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