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

Plan NameUNITED 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 TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GURPREET SEERA2024-10-15 GURPREET SEERA2024-10-15
0012022-01-01MARGARET NICHOLS2023-10-03 MARGARET NICHOLS2023-10-03
0012021-01-01MARGARET NICHOLS2022-10-10 MARGARET NICHOLS2022-10-10
0012020-01-01MARGARET NICHOLS2021-10-05 MARGARET NICHOLS2021-10-05
0012019-01-01MARGARET NICHOLS2020-07-09 MARGARET NICHOLS2020-07-09
0012018-01-01JOHN A. STARR2019-05-17
0012017-01-01JOHN A. STARR2018-05-02
0012016-01-01JOHN A. STARR2017-07-21
0012015-01-01JOHN A. STARR2016-10-06
0012014-01-01JOHN A. STARR2015-06-24 MARGARET NICHOLS2015-06-26
0012013-01-01JOHN A. STARR2014-03-19 RICHARD BUTCHER2014-04-17
0012012-01-01RICHARD R. BUTCHER RICHARD R. BUTCHER2013-07-17
0012011-01-01RICHARD R. BUTCHER KAREN M. LESESNE2012-06-15
0012010-01-01KAREN LESESNE
0012009-01-01RICHARD R. BUTCHER
0012009-01-012010-07-12
0012009-01-012010-07-09
0012009-01-01KAREN LESESNE KAREN LESESNE2010-07-07

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

Measure Date Value
2025 : UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-09687244
Net assets as of the end of the plan year2025-10-096929833
Total assets as of the beginning of the plan year2025-10-096101385
Value of plan covered by a fidelity bond2025-10-091000000
Participant contributions to plan in this plan year2025-10-09305562
Value of participant loans at end of plan year2025-10-09105710
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-09196263
Other income to plan in this plan year2025-10-09723810
Plan net income in this plan year2025-10-09828448
Net assets as of the end of the plan year2025-10-096929833
Net assets as of the beginning of the plan year2025-10-096101385
Employer contributions to plan in this plan year2025-10-09290057
Fees paid to broker by Benefit Provider2025-10-091473
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0937563
2024 : UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15270674
Net assets as of the end of the plan year2024-10-156101385
Total assets as of the beginning of the plan year2024-10-154927637
Value of plan covered by a fidelity bond2024-10-151000000
Participant contributions to plan in this plan year2024-10-15302169
Value of participant loans at end of plan year2024-10-1591213
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-155531
Other income to plan in this plan year2024-10-15848106
Plan net income in this plan year2024-10-151173748
Net assets as of the end of the plan year2024-10-156101385
Net assets as of the beginning of the plan year2024-10-154927637
Value of contributions failed to transmitted timely2024-10-152993
Employer contributions to plan in this plan year2024-10-15288616
Fees paid to broker by Benefit Provider2024-10-151174
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1531834
2022 : UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-100
Total liabilities as of the end of the plan year2022-10-100
Total liabilities as of the beginning of the plan year2022-10-100
Total expenses incurred by plan in this plan year2022-10-10834862
Net assets as of the end of the plan year2022-10-106188514
Total assets as of the beginning of the plan year2022-10-105566658
Value of plan covered by a fidelity bond2022-10-101000000
Participant contributions to plan in this plan year2022-10-10238546
Value of participant loans at end of plan year2022-10-1091504
Other expenses paid from plan in this plan year2022-10-100
Other contributions to plan in this plan year2022-10-10175911
Other income to plan in this plan year2022-10-10800779
Plan net income in this plan year2022-10-10621856
Net assets as of the end of the plan year2022-10-106188514
Net assets as of the beginning of the plan year2022-10-105566658
Value of contributions failed to transmitted timely2022-10-102993
Employer contributions to plan in this plan year2022-10-10241482
Fees paid to broker by Benefit Provider2022-10-10913
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1032947
2012 : UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$575,452
Expenses. Total of all expenses incurred2012-12-31$70,809
Benefits paid (including direct rollovers)2012-12-31$69,959
Total plan assets at end of year2012-12-31$2,639,740
Total plan assets at beginning of year2012-12-31$2,135,097
Value of fidelity bond covering the plan2012-12-31$200,000
Total contributions received or receivable from participants2012-12-31$142,854
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$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 loans2012-12-31$32,115
Total contributions received or receivable from employer(s)2012-12-31$162,871
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$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 sources2011-12-31$268,681
Expenses. Total of all expenses incurred2011-12-31$41,574
Benefits paid (including direct rollovers)2011-12-31$41,022
Total plan assets at end of year2011-12-31$2,135,097
Total plan assets at beginning of year2011-12-31$1,907,990
Value of fidelity bond covering the plan2011-12-31$200,000
Total contributions received or receivable from participants2011-12-31$139,099
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-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 loans2011-12-31$40,129
Total contributions received or receivable from employer(s)2011-12-31$158,838
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$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 sources2010-12-31$453,180
Expenses. Total of all expenses incurred2010-12-31$58,505
Benefits paid (including direct rollovers)2010-12-31$57,773
Total plan assets at end of year2010-12-31$1,907,990
Total plan assets at beginning of year2010-12-31$1,513,315
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$126,194
Contributions received from other sources (not participants or employers)2010-12-31$3,134
Other income received2010-12-31$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 loans2010-12-31$13,073
Total contributions received or receivable from employer(s)2010-12-31$132,122
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$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
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED WAY OF THE MIDLANDS 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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