401k Plan data: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN plan

UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN
Plan identification number	001

UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 MIDLANDS has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF THE MIDLANDS

Employer identification number (EIN): 570314396

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARGARET NICHOLS 2023-10-03 MARGARET NICHOLS 2023-10-03
001 2021-01-01 MARGARET NICHOLS 2022-10-10 MARGARET NICHOLS 2022-10-10
001 2020-01-01 MARGARET NICHOLS 2021-10-05 MARGARET NICHOLS 2021-10-05
001 2019-01-01 MARGARET NICHOLS 2020-07-09 MARGARET NICHOLS 2020-07-09
001 2018-01-01 JOHN A. STARR 2019-05-17
001 2017-01-01 JOHN A. STARR 2018-05-02
001 2016-01-01 JOHN A. STARR 2017-07-21
001 2015-01-01 JOHN A. STARR 2016-10-06
001 2014-01-01 JOHN A. STARR 2015-06-24 MARGARET NICHOLS 2015-06-26
001 2013-01-01 JOHN A. STARR 2014-03-19 RICHARD BUTCHER 2014-04-17
001 2012-01-01 RICHARD R. BUTCHER RICHARD R. BUTCHER 2013-07-17
001 2011-01-01 RICHARD R. BUTCHER KAREN M. LESESNE 2012-06-15
001 2010-01-01 KAREN LESESNE
001 2009-01-01 RICHARD R. BUTCHER
001 2009-01-01 2010-07-12
001 2009-01-01 2010-07-09
001 2009-01-01 KAREN LESESNE KAREN LESESNE 2010-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARGARET NICHOLS	2023-10-03	MARGARET NICHOLS	2023-10-03
001	2021-01-01	MARGARET NICHOLS	2022-10-10	MARGARET NICHOLS	2022-10-10
001	2020-01-01	MARGARET NICHOLS	2021-10-05	MARGARET NICHOLS	2021-10-05
001	2019-01-01	MARGARET NICHOLS	2020-07-09	MARGARET NICHOLS	2020-07-09
001	2018-01-01	JOHN A. STARR	2019-05-17
001	2017-01-01	JOHN A. STARR	2018-05-02
001	2016-01-01	JOHN A. STARR	2017-07-21
001	2015-01-01	JOHN A. STARR	2016-10-06
001	2014-01-01	JOHN A. STARR	2015-06-24	MARGARET NICHOLS	2015-06-26
001	2013-01-01	JOHN A. STARR	2014-03-19	RICHARD BUTCHER	2014-04-17
001	2012-01-01	RICHARD R. BUTCHER		RICHARD R. BUTCHER	2013-07-17
001	2011-01-01	RICHARD R. BUTCHER		KAREN M. LESESNE	2012-06-15
001	2010-01-01	KAREN LESESNE
001	2009-01-01	RICHARD R. BUTCHER
001	2009-01-01		2010-07-12
001	2009-01-01		2010-07-09
001	2009-01-01	KAREN LESESNE		KAREN LESESNE	2010-07-07

Plan Statistics for UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 48
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 66
Number of participants with account balances 2012-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 60
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 42
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 16
Total of all active and inactive participants 2011-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 58
Number of participants with account balances 2011-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 45
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 15
Total of all active and inactive participants 2010-01-01 60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 60
Number of participants with account balances 2010-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 40
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 16
Total of all active and inactive participants 2009-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 56
Number of participants with account balances 2009-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2012: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	48
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	66
Number of participants with account balances	2012-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	60
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	42
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	16
Total of all active and inactive participants	2011-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	58
Number of participants with account balances	2011-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	45
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	15
Total of all active and inactive participants	2010-01-01	60
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	60
Number of participants with account balances	2010-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	40
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	16
Total of all active and inactive participants	2009-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	56
Number of participants with account balances	2009-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$575,452
Expenses. Total of all expenses incurred	2012-12-31	$70,809
Benefits paid (including direct rollovers)	2012-12-31	$69,959
Total plan assets at end of year	2012-12-31	$2,639,740
Total plan assets at beginning of year	2012-12-31	$2,135,097
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$142,854
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$269,727
Net income (gross income less expenses)	2012-12-31	$504,643
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,639,740
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,135,097
Assets. Value of participant loans	2012-12-31	$32,115
Total contributions received or receivable from employer(s)	2012-12-31	$162,871
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$850
2011 : UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$268,681
Expenses. Total of all expenses incurred	2011-12-31	$41,574
Benefits paid (including direct rollovers)	2011-12-31	$41,022
Total plan assets at end of year	2011-12-31	$2,135,097
Total plan assets at beginning of year	2011-12-31	$1,907,990
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$139,099
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-29,256
Net income (gross income less expenses)	2011-12-31	$227,107
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,135,097
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,907,990
Assets. Value of participant loans	2011-12-31	$40,129
Total contributions received or receivable from employer(s)	2011-12-31	$158,838
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$552
2010 : UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$453,180
Expenses. Total of all expenses incurred	2010-12-31	$58,505
Benefits paid (including direct rollovers)	2010-12-31	$57,773
Total plan assets at end of year	2010-12-31	$1,907,990
Total plan assets at beginning of year	2010-12-31	$1,513,315
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$126,194
Contributions received from other sources (not participants or employers)	2010-12-31	$3,134
Other income received	2010-12-31	$191,730
Net income (gross income less expenses)	2010-12-31	$394,675
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,907,990
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,513,315
Assets. Value of participant loans	2010-12-31	$13,073
Total contributions received or receivable from employer(s)	2010-12-31	$132,122
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$732

Form 5500 Responses for UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN

2012: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED WAY OF THE MIDLANDS
Employer identification number (EIN):	570314396
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations