401k Plan data: EBP OF UNITED WAY OF NORTH CAROLINA plan

EBP OF UNITED WAY OF NORTH CAROLINA 401k Plan overview

Plan Name	EBP OF UNITED WAY OF NORTH CAROLINA
Plan identification number	001

EBP OF UNITED WAY OF NORTH CAROLINA Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

UNITED WAY OF NORTH CAROLINA has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF NORTH CAROLINA

Employer identification number (EIN): 560564547

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EBP OF UNITED WAY OF NORTH CAROLINA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 BRITTANY FLETCHER 2023-10-15 BRITTANY FLETCHER 2023-10-15
001 2021-01-01 BRITTANY FLETCHER 2022-10-13 BRITTANY FLETCHER 2022-10-13
001 2020-01-01 LAURA MARX 2021-10-18 LAURA MARX 2021-10-18
001 2020-01-01 LAURA MARX 2021-10-15 LAURA MARX 2021-10-15
001 2019-01-01
001 2018-01-01
001 2017-01-01 LAURA MARX LAURA MARX 2018-10-15
001 2016-01-01 LAURA MARX LAURA MARX 2017-10-14
001 2015-01-01 LAURA MARX 2016-09-30 LAURA MARX 2016-09-30
001 2014-01-01 LAURA MARX 2015-10-12 LAURA MARX 2015-10-12
001 2013-01-01 JAMES MORRISON 2014-09-30 JAMES MORRISON 2014-09-30
001 2012-01-01 JAMES MORRISON 2013-10-14 JAMES MORRISON 2013-10-14
001 2011-01-01 JAMES MORRISON 2012-10-02
001 2010-01-01 JAMES MORRISON 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	BRITTANY FLETCHER	2023-10-15	BRITTANY FLETCHER	2023-10-15
001	2021-01-01	BRITTANY FLETCHER	2022-10-13	BRITTANY FLETCHER	2022-10-13
001	2020-01-01	LAURA MARX	2021-10-18	LAURA MARX	2021-10-18
001	2020-01-01	LAURA MARX	2021-10-15	LAURA MARX	2021-10-15
001	2019-01-01
001	2018-01-01
001	2017-01-01	LAURA MARX		LAURA MARX	2018-10-15
001	2016-01-01	LAURA MARX		LAURA MARX	2017-10-14
001	2015-01-01	LAURA MARX	2016-09-30	LAURA MARX	2016-09-30
001	2014-01-01	LAURA MARX	2015-10-12	LAURA MARX	2015-10-12
001	2013-01-01	JAMES MORRISON	2014-09-30	JAMES MORRISON	2014-09-30
001	2012-01-01	JAMES MORRISON	2013-10-14	JAMES MORRISON	2013-10-14
001	2011-01-01	JAMES MORRISON	2012-10-02
001	2010-01-01	JAMES MORRISON	2011-10-10

Plan Statistics for EBP OF UNITED WAY OF NORTH CAROLINA

401k plan membership statisitcs for EBP OF UNITED WAY OF NORTH CAROLINA

Measure Date Value
2022: EBP OF UNITED WAY OF NORTH CAROLINA 2022 401k membership
Market value of plan assets 2022-12-31 806,615
Acturial value of plan assets 2022-12-31 740,410
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 186,733
Number of terminated vested participants 2022-12-31 17
Fundng target for terminated vested participants 2022-12-31 435,691
Active participant vested funding target 2022-12-31 25,963
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 25,963
Total participant count 2022-12-31 19
Total funding target for all participants 2022-12-31 648,387
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 84,967
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 84,967
Present value of excess contributions 2022-12-31 7,310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 7,727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 7,727
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 11,000
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 91,372
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 4,605
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 3,954
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 5,200
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: EBP OF UNITED WAY OF NORTH CAROLINA 2021 401k membership
Market value of plan assets 2021-12-31 762,087
Acturial value of plan assets 2021-12-31 685,878
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 190,121
Number of terminated vested participants 2021-12-31 19
Fundng target for terminated vested participants 2021-12-31 433,260
Active participant vested funding target 2021-12-31 24,123
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 24,123
Total participant count 2021-12-31 21
Total funding target for all participants 2021-12-31 647,504
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 19,632
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 19,632
Present value of excess contributions 2021-12-31 56,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 60,223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 60,223
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 84,967
Total employer contributions 2021-12-31 24,500
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 23,822
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 4,715
Net shortfall amortization installment of oustanding balance 2021-12-31 114,759
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 16,512
Additional cash requirement 2021-12-31 16,512
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 23,822
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EBP OF UNITED WAY OF NORTH CAROLINA 2020 401k membership
Market value of plan assets 2020-12-31 762,087
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 231,157
Number of terminated vested participants 2020-12-31 19
Fundng target for terminated vested participants 2020-12-31 642,572
Active participant vested funding target 2020-12-31 30,728
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 30,728
Total participant count 2020-12-31 21
Total funding target for all participants 2020-12-31 904,457
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 24,744
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 24,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 24,744
Total employer contributions 2020-12-31 33,960
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Unpaid minimum required contributions for current year 2020-12-31 0
Acturial value of plan assets 2020-12-31 558,566
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Present value of excess contributions 2020-12-31 18,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 19,295
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 73,457
Minimum required contributions for current year target normal cost 2020-12-31 4,770
Net shortfall amortization installment of oustanding balance 2020-12-31 119,931
Waiver amortization installment 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 73,457
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EBP OF UNITED WAY OF NORTH CAROLINA 2019 401k membership
Market value of plan assets 2019-12-31 474,765
Acturial value of plan assets 2019-12-31 519,104
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 203,397
Number of terminated vested participants 2019-12-31 19
Fundng target for terminated vested participants 2019-12-31 393,849
Active participant vested funding target 2019-12-31 51,281
Number of active participants 2019-12-31 2
Total funding liabilities for active participants 2019-12-31 51,281
Total participant count 2019-12-31 22
Total funding target for all participants 2019-12-31 648,527
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 334
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 334
Present value of excess contributions 2019-12-31 15,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 16,526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 30
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 280
Total employer contributions 2019-12-31 36,250
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 35,067
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 4,770
Net shortfall amortization installment of oustanding balance 2019-12-31 129,703
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 35,020
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 35,020
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 35,067
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: EBP OF UNITED WAY OF NORTH CAROLINA 2018 401k membership
Market value of plan assets 2018-12-31 480,664
Acturial value of plan assets 2018-12-31 494,052
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 206,081
Number of terminated vested participants 2018-12-31 19
Fundng target for terminated vested participants 2018-12-31 364,345
Active participant vested funding target 2018-12-31 46,721
Number of active participants 2018-12-31 2
Total funding liabilities for active participants 2018-12-31 46,721
Total participant count 2018-12-31 22
Total funding target for all participants 2018-12-31 617,147
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 17,227
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 17,227
Present value of excess contributions 2018-12-31 15,263
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 16,191
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 17,229
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 334
Total employer contributions 2018-12-31 48,500
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 46,118
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 4,770
Net shortfall amortization installment of oustanding balance 2018-12-31 123,429
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 30,507
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 30,507
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 46,118
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 19
Total of all active and inactive participants 2018-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 22
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: EBP OF UNITED WAY OF NORTH CAROLINA 2017 401k membership
Market value of plan assets 2017-12-31 450,273
Acturial value of plan assets 2017-12-31 466,083
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 202,798
Number of terminated vested participants 2017-12-31 19
Fundng target for terminated vested participants 2017-12-31 317,550
Active participant vested funding target 2017-12-31 40,721
Number of active participants 2017-12-31 2
Total funding liabilities for active participants 2017-12-31 40,721
Total participant count 2017-12-31 22
Total funding target for all participants 2017-12-31 561,069
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 75,694
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 75,694
Present value of excess contributions 2017-12-31 297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 316
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 59,602
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 17,227
Total employer contributions 2017-12-31 43,500
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 41,349
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 4,770
Net shortfall amortization installment of oustanding balance 2017-12-31 112,213
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 26,086
Additional cash requirement 2017-12-31 26,086
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 41,349
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 19
Total of all active and inactive participants 2017-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 22
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 0
2016: EBP OF UNITED WAY OF NORTH CAROLINA 2016 401k membership
Market value of plan assets 2016-12-31 433,938
Acturial value of plan assets 2016-12-31 455,225
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 203,911
Number of terminated vested participants 2016-12-31 17
Fundng target for terminated vested participants 2016-12-31 208,987
Active participant vested funding target 2016-12-31 115,337
Number of active participants 2016-12-31 4
Total funding liabilities for active participants 2016-12-31 115,337
Total participant count 2016-12-31 22
Total funding target for all participants 2016-12-31 528,235
Balance at beginning of prior year after applicable adjustments 2016-12-31 74,701
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 146,273
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 74,701
Amount remaining of prefunding balance 2016-12-31 146,273
Present value of excess contributions 2016-12-31 953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 75,433
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 72,012
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 75,694
Total employer contributions 2016-12-31 31,700
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 29,636
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 4,770
Net shortfall amortization installment of oustanding balance 2016-12-31 148,704
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 29,339
Additional cash requirement 2016-12-31 29,339
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 29,636
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: EBP OF UNITED WAY OF NORTH CAROLINA 2022 401k membership
Market value of plan assets	2022-12-31	806,615
Acturial value of plan assets	2022-12-31	740,410
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	186,733
Number of terminated vested participants	2022-12-31	17
Fundng target for terminated vested participants	2022-12-31	435,691
Active participant vested funding target	2022-12-31	25,963
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	25,963
Total participant count	2022-12-31	19
Total funding target for all participants	2022-12-31	648,387
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	84,967
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	84,967
Present value of excess contributions	2022-12-31	7,310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	7,727
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	7,727
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	11,000
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	91,372
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	4,605
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	3,954
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	5,200
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: EBP OF UNITED WAY OF NORTH CAROLINA 2021 401k membership
Market value of plan assets	2021-12-31	762,087
Acturial value of plan assets	2021-12-31	685,878
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	190,121
Number of terminated vested participants	2021-12-31	19
Fundng target for terminated vested participants	2021-12-31	433,260
Active participant vested funding target	2021-12-31	24,123
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	24,123
Total participant count	2021-12-31	21
Total funding target for all participants	2021-12-31	647,504
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	19,632
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	19,632
Present value of excess contributions	2021-12-31	56,895
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	60,223
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	60,223
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	84,967
Total employer contributions	2021-12-31	24,500
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	23,822
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	4,715
Net shortfall amortization installment of oustanding balance	2021-12-31	114,759
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	16,512
Additional cash requirement	2021-12-31	16,512
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	23,822
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EBP OF UNITED WAY OF NORTH CAROLINA 2020 401k membership
Market value of plan assets	2020-12-31	762,087
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	231,157
Number of terminated vested participants	2020-12-31	19
Fundng target for terminated vested participants	2020-12-31	642,572
Active participant vested funding target	2020-12-31	30,728
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	30,728
Total participant count	2020-12-31	21
Total funding target for all participants	2020-12-31	904,457
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	24,744
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	24,744
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	24,744
Total employer contributions	2020-12-31	33,960
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Unpaid minimum required contributions for current year	2020-12-31	0
Acturial value of plan assets	2020-12-31	558,566
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Present value of excess contributions	2020-12-31	18,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	19,295
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	73,457
Minimum required contributions for current year target normal cost	2020-12-31	4,770
Net shortfall amortization installment of oustanding balance	2020-12-31	119,931
Waiver amortization installment	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	73,457
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EBP OF UNITED WAY OF NORTH CAROLINA 2019 401k membership
Market value of plan assets	2019-12-31	474,765
Acturial value of plan assets	2019-12-31	519,104
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	203,397
Number of terminated vested participants	2019-12-31	19
Fundng target for terminated vested participants	2019-12-31	393,849
Active participant vested funding target	2019-12-31	51,281
Number of active participants	2019-12-31	2
Total funding liabilities for active participants	2019-12-31	51,281
Total participant count	2019-12-31	22
Total funding target for all participants	2019-12-31	648,527
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	334
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	334
Present value of excess contributions	2019-12-31	15,611
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	16,526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	30
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	280
Total employer contributions	2019-12-31	36,250
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	35,067
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	4,770
Net shortfall amortization installment of oustanding balance	2019-12-31	129,703
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	35,020
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	35,020
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	35,067
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: EBP OF UNITED WAY OF NORTH CAROLINA 2018 401k membership
Market value of plan assets	2018-12-31	480,664
Acturial value of plan assets	2018-12-31	494,052
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	206,081
Number of terminated vested participants	2018-12-31	19
Fundng target for terminated vested participants	2018-12-31	364,345
Active participant vested funding target	2018-12-31	46,721
Number of active participants	2018-12-31	2
Total funding liabilities for active participants	2018-12-31	46,721
Total participant count	2018-12-31	22
Total funding target for all participants	2018-12-31	617,147
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	17,227
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	17,227
Present value of excess contributions	2018-12-31	15,263
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	16,191
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	17,229
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	334
Total employer contributions	2018-12-31	48,500
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	46,118
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	4,770
Net shortfall amortization installment of oustanding balance	2018-12-31	123,429
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	30,507
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	30,507
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	46,118
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	19
Total of all active and inactive participants	2018-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	22
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: EBP OF UNITED WAY OF NORTH CAROLINA 2017 401k membership
Market value of plan assets	2017-12-31	450,273
Acturial value of plan assets	2017-12-31	466,083
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	202,798
Number of terminated vested participants	2017-12-31	19
Fundng target for terminated vested participants	2017-12-31	317,550
Active participant vested funding target	2017-12-31	40,721
Number of active participants	2017-12-31	2
Total funding liabilities for active participants	2017-12-31	40,721
Total participant count	2017-12-31	22
Total funding target for all participants	2017-12-31	561,069
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	75,694
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	75,694
Present value of excess contributions	2017-12-31	297
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	316
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	59,602
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	17,227
Total employer contributions	2017-12-31	43,500
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	41,349
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	4,770
Net shortfall amortization installment of oustanding balance	2017-12-31	112,213
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	26,086
Additional cash requirement	2017-12-31	26,086
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	41,349
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	19
Total of all active and inactive participants	2017-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	22
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	0
2016: EBP OF UNITED WAY OF NORTH CAROLINA 2016 401k membership
Market value of plan assets	2016-12-31	433,938
Acturial value of plan assets	2016-12-31	455,225
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	203,911
Number of terminated vested participants	2016-12-31	17
Fundng target for terminated vested participants	2016-12-31	208,987
Active participant vested funding target	2016-12-31	115,337
Number of active participants	2016-12-31	4
Total funding liabilities for active participants	2016-12-31	115,337
Total participant count	2016-12-31	22
Total funding target for all participants	2016-12-31	528,235
Balance at beginning of prior year after applicable adjustments	2016-12-31	74,701
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	146,273
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	74,701
Amount remaining of prefunding balance	2016-12-31	146,273
Present value of excess contributions	2016-12-31	953
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,015
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	75,433
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	72,012
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	75,694
Total employer contributions	2016-12-31	31,700
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	29,636
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	4,770
Net shortfall amortization installment of oustanding balance	2016-12-31	148,704
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	29,339
Additional cash requirement	2016-12-31	29,339
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	29,636
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Form 5500 Responses for EBP OF UNITED WAY OF NORTH CAROLINA

2019: EBP OF UNITED WAY OF NORTH CAROLINA 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	First time form 5500 has been submitted	Yes
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: EBP OF UNITED WAY OF NORTH CAROLINA 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	First time form 5500 has been submitted	Yes
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: EBP OF UNITED WAY OF NORTH CAROLINA 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: EBP OF UNITED WAY OF NORTH CAROLINA 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	UNITED WAY OF NORTH CAROLINA
Employer identification number (EIN):	560564547
NAIC Classification:	624100
NAIC Description:	Individual and Family Services