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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 ROWAN COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF ROWAN COUNTY
Employer identification number (EIN):560642828
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022019-01-01JENNY LEE2020-07-30
0022018-01-01JENNY LEE2019-05-07
0022017-01-01WILLIAM BURGIN2018-07-13
0022016-01-01ROBERT L. LIPPARD2017-06-26 ROBERT L. LIPPARD2017-06-26
0022015-01-01ROBERT L. LIPPARD2016-06-23 ROBERT L. LIPPARD2016-06-23
0022014-01-01ROBERT LIPPARD2015-07-29 ROBERT LIPPARD2015-07-29
0022013-01-01ROBERT LIPPARD2014-06-24
0022012-01-01ROBERT LIPPARD2013-07-30 ROBERT LIPPARD2013-07-30
0022011-01-01ROBERT LIPPARD2012-09-14
0022010-01-01ROBERT LIPPARD
0022009-01-01ROBERT LIPPARD

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY

Measure Date Value
2010 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$10,780
Expenses. Total of all expenses incurred2010-12-31$96
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$231,088
Total plan assets at beginning of year2010-12-31$213,666
Value of fidelity bond covering the plan2010-12-31$30,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$0
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$10,684
Net plan assets at end of year (total assets less liabilities)2010-12-31$231,088
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$213,666
Total contributions received or receivable from employer(s)2010-12-31$10,780
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$96
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$10,780
Amount contributed by the employer to the plan for this plan year2010-12-31$10,780
2009 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$10,780
Amount contributed by the employer to the plan for this plan year2009-12-31$10,780

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY

2010: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNT COUNTY 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 number0552217J
Policy instance 1

Potentially related plans

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