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

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

Plan Name	403(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 Type

Defined 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 Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 DAVID CARTER 2024-07-30
003 2022-01-01 DAVID CARTER 2023-06-22
003 2021-01-01 DAVID CARTER 2022-09-01
003 2020-01-01 DAVID CARTER 2021-07-26
003 2018-01-01 DAVID CARTER 2019-05-08
003 2017-01-01 DAVID CARTER 2018-07-06 DAVID CARTER 2018-07-06
003 2016-01-01 LAURA GILLIAM 2017-06-20 LAURA GILLIAM 2017-06-20
003 2015-01-01 LAURA GILLIAM 2016-06-23 LAURA GILLIAM 2016-06-23
003 2014-01-01 LAURA GILLIAM 2015-04-16 LAURA GILLIAM 2015-04-16
003 2013-01-01 LAURA GILLIAM 2014-07-24 LAURA GILLIAM 2014-07-24
003 2012-01-01 LAURA GILLIAM 2013-07-01 LAURA GILLIAM 2013-07-01
003 2011-01-01 LAURA GILLIAM
003 2010-01-01 LAURA GILLIAM 2011-07-25
003 2009-01-01 LAURA GILLIAM
003 2009-01-01 LAURA GILLIAM

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	DAVID CARTER	2024-07-30
003	2022-01-01	DAVID CARTER	2023-06-22
003	2021-01-01	DAVID CARTER	2022-09-01
003	2020-01-01	DAVID CARTER	2021-07-26
003	2018-01-01	DAVID CARTER	2019-05-08
003	2017-01-01	DAVID CARTER	2018-07-06	DAVID CARTER	2018-07-06
003	2016-01-01	LAURA GILLIAM	2017-06-20	LAURA GILLIAM	2017-06-20
003	2015-01-01	LAURA GILLIAM	2016-06-23	LAURA GILLIAM	2016-06-23
003	2014-01-01	LAURA GILLIAM	2015-04-16	LAURA GILLIAM	2015-04-16
003	2013-01-01	LAURA GILLIAM	2014-07-24	LAURA GILLIAM	2014-07-24
003	2012-01-01	LAURA GILLIAM	2013-07-01	LAURA GILLIAM	2013-07-01
003	2011-01-01	LAURA GILLIAM
003	2010-01-01	LAURA GILLIAM	2011-07-25
003	2009-01-01	LAURA GILLIAM
003	2009-01-01	LAURA 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
2025: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2025 401k membership
Total number of particpants at beginning of year 2025-10-14 13
Total number of particpants at end of year 2025-10-14 13
Number of Participants With Account Balances 2025-10-14 11
2024: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2024 401k membership
Total number of particpants at beginning of year 2024-07-30 16
Total number of particpants at end of year 2024-07-30 13
Number of Participants With Account Balances 2024-07-30 11
2022: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2022 401k membership
Total number of particpants at beginning of year 2022-09-01 14
Total number of particpants at end of year 2022-09-01 15
Number of Participants With Account Balances 2022-09-01 15
2011: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 9
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 9
Number of participants with account balances 2009-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2025 401k membership
Total number of particpants at beginning of year	2025-10-14	13
Total number of particpants at end of year	2025-10-14	13
Number of Participants With Account Balances	2025-10-14	11
2024: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2024 401k membership
Total number of particpants at beginning of year	2024-07-30	16
Total number of particpants at end of year	2024-07-30	13
Number of Participants With Account Balances	2024-07-30	11
2022: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2022 401k membership
Total number of particpants at beginning of year	2022-09-01	14
Total number of particpants at end of year	2022-09-01	15
Number of Participants With Account Balances	2022-09-01	15
2011: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	9
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	9
Number of participants with account balances	2009-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

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

Measure	Date	Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-14	0
Total liabilities as of the end of the plan year	2025-10-14	0
Total liabilities as of the beginning of the plan year	2025-10-14	0
Total expenses incurred by plan in this plan year	2025-10-14	31529
Net assets as of the end of the plan year	2025-10-14	223160
Total assets as of the beginning of the plan year	2025-10-14	188842
Value of plan covered by a fidelity bond	2025-10-14	50000
Participant contributions to plan in this plan year	2025-10-14	26708
Other expenses paid from plan in this plan year	2025-10-14	0
Other contributions to plan in this plan year	2025-10-14	937
Other income to plan in this plan year	2025-10-14	27500
Plan net income in this plan year	2025-10-14	34318
Net assets as of the end of the plan year	2025-10-14	223160
Net assets as of the beginning of the plan year	2025-10-14	188842
Employer contributions to plan in this plan year	2025-10-14	10702
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-14	79
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-30	0
Total liabilities as of the end of the plan year	2024-07-30	0
Total liabilities as of the beginning of the plan year	2024-07-30	0
Total expenses incurred by plan in this plan year	2024-07-30	8168
Net assets as of the end of the plan year	2024-07-30	188842
Total assets as of the beginning of the plan year	2024-07-30	143637
Value of plan covered by a fidelity bond	2024-07-30	50000
Participant contributions to plan in this plan year	2024-07-30	17905
Other expenses paid from plan in this plan year	2024-07-30	0
Other contributions to plan in this plan year	2024-07-30	0
Other income to plan in this plan year	2024-07-30	27232
Plan net income in this plan year	2024-07-30	45205
Net assets as of the end of the plan year	2024-07-30	188842
Net assets as of the beginning of the plan year	2024-07-30	143637
Employer contributions to plan in this plan year	2024-07-30	8236
Fees paid to broker by Benefit Provider	2024-07-30	173
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-30	1
2022 : 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2022 401k financial data
Total transfers to/from plan in this plan year	2022-09-01	0
Total liabilities as of the end of the plan year	2022-09-01	0
Total liabilities as of the beginning of the plan year	2022-09-01	0
Total expenses incurred by plan in this plan year	2022-09-01	12767
Net assets as of the end of the plan year	2022-09-01	164519
Total assets as of the beginning of the plan year	2022-09-01	126601
Value of plan covered by a fidelity bond	2022-09-01	50000
Participant contributions to plan in this plan year	2022-09-01	17070
Other expenses paid from plan in this plan year	2022-09-01	83
Other contributions to plan in this plan year	2022-09-01	0
Other income to plan in this plan year	2022-09-01	22017
Plan net income in this plan year	2022-09-01	37918
Net assets as of the end of the plan year	2022-09-01	164519
Net assets as of the beginning of the plan year	2022-09-01	126601
Employer contributions to plan in this plan year	2022-09-01	11598
Fees paid to broker by Benefit Provider	2022-09-01	32
2012 : 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$22,448
Expenses. Total of all expenses incurred	2012-12-31	$136,902
Benefits paid (including direct rollovers)	2012-12-31	$136,848
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$114,454
Value of fidelity bond covering the plan	2012-12-31	$50,000
Other income received	2012-12-31	$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 loans	2012-12-31	$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 year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$18,673
Expenses. Total of all expenses incurred	2011-12-31	$30
Total plan assets at end of year	2011-12-31	$114,454
Total plan assets at beginning of year	2011-12-31	$95,811
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$30
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-2,072
Noncash contributions received	2011-12-31	$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 loans	2011-12-31	$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 year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$35,316
Expenses. Total of all expenses incurred	2010-12-31	$3,871
Total plan assets at end of year	2010-12-31	$95,811
Total plan assets at beginning of year	2010-12-31	$64,366
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,871
Other income received	2010-12-31	$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 loans	2010-12-31	$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
2011-01-01	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
2009: 403(B) THRIFT PLAN OF UNITED WAY OF THE RIVER CITIES, INC. 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

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	050563-H
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	050563-H
Policy instance	1

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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