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Plan Name | UNITED WAY OF BROWARD COUNTY 401(K) PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | UNITED WAY OF BROWARD COUNTY |
Employer identification number (EIN): | 590624402 |
NAIC Classification: | 813000 |
NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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002 | 2022-07-01 | THOMAS WATSON | 2023-07-14 | ||
002 | 2021-07-01 | THOMAS WATSON | 2023-01-06 | ||
002 | 2020-07-01 | THOMAS WATSON | 2021-08-16 | ||
002 | 2019-07-01 | THOMAS WATSON | 2020-08-12 | ||
002 | 2018-07-01 | THOMAS WATSON | 2019-12-10 | ||
002 | 2017-07-01 | THOMAS WATSON | 2018-10-24 | ||
002 | 2016-07-01 | THOMAS WATSON | 2017-11-16 | ||
002 | 2015-07-01 | THOMAS WATSON | 2016-11-21 | ||
002 | 2014-07-01 | THOMAS WATSON | 2016-04-12 | ||
002 | 2013-07-01 | THOMAS WATSON | 2015-02-19 | ||
002 | 2012-07-01 | JANELLE BLAKE | 2014-02-27 | ||
002 | 2010-07-01 | JANELLE BLAKE | 2011-10-12 | ||
002 | 2008-07-01 | DANIEL KEARNS |
Measure | Date | Value |
---|---|---|
2008: UNITED WAY OF BROWARD COUNTY 401(K) PLAN 2008 401k membership | ||
Total participants, beginning-of-year | 2008-07-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-07-01 | 35 |
Number of retired or separated participants receiving benefits | 2008-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2008-07-01 | 22 |
Total of all active and inactive participants | 2008-07-01 | 57 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-07-01 | 0 |
Total participants | 2008-07-01 | 57 |
Number of participants with account balances | 2008-07-01 | 54 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-07-01 | 0 |
Measure | Date | Value |
---|---|---|
2009 : UNITED WAY OF BROWARD COUNTY 401(K) PLAN 2009 401k financial data | ||
Total plan liabilities at end of year | 2009-06-30 | $0 |
Total plan liabilities at beginning of year | 2009-06-30 | $0 |
Total income from all sources | 2009-06-30 | $2,275 |
Expenses. Total of all expenses incurred | 2009-06-30 | $67,684 |
Benefits paid (including direct rollovers) | 2009-06-30 | $67,322 |
Total plan assets at end of year | 2009-06-30 | $988,476 |
Total plan assets at beginning of year | 2009-06-30 | $1,053,885 |
Value of fidelity bond covering the plan | 2009-06-30 | $500,000 |
Total contributions received or receivable from participants | 2009-06-30 | $109,427 |
Other income received | 2009-06-30 | $-207,367 |
Net income (gross income less expenses) | 2009-06-30 | $-65,409 |
Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $988,476 |
Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $1,053,885 |
Assets. Value of participant loans | 2009-06-30 | $33,175 |
Total contributions received or receivable from employer(s) | 2009-06-30 | $100,215 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2009-06-30 | $362 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-06-30 | $0 |
2008: UNITED WAY OF BROWARD COUNTY 401(K) PLAN 2008 form 5500 responses | ||
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2008-07-01 | Type of plan entity | Single employer plan |
2008-07-01 | Submission has been amended | Yes |
2008-07-01 | This submission is the final filing | No |
2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-07-01 | Plan is a collectively bargained plan | No |
2008-07-01 | Plan funding arrangement – Insurance | Yes |
2008-07-01 | Plan funding arrangement – Trust | Yes |
2008-07-01 | Plan benefit arrangement - Trust | Yes |
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) | |||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 91663309 | ||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||
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