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UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameUNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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 BREVARD COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF BREVARD COUNTY, INC.
Employer identification number (EIN):590836384
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 BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CARON PARTRIDGE2023-10-11
0012021-01-01DAWN PETRELLA2022-10-03
0012020-01-01
0012019-01-01
0012018-01-01ROBERT R. RAINS
0012017-01-01ROBERT R. RAINS
0012016-01-01ROBERT R. RAINS
0012015-01-01ROBERT R. RAINS
0012014-01-01ROBERT R RAINS2015-06-09 ROBERT R. RAINS2015-06-09
0012013-01-01ROBERT R RAINS2014-06-05
0012012-01-01ROBERT R RAINS2013-06-14
0012011-01-01ROBERT R RAINS2012-06-18
0012010-01-01ROBERT RAINS2011-05-20

Plan Statistics for UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0172
Total number of active participants reported on line 7a of the Form 55002022-01-0128
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0163
Number of participants with account balances2022-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0161
Total number of active participants reported on line 7a of the Form 55002021-01-0131
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0165
Number of participants with account balances2021-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0158
Total number of active participants reported on line 7a of the Form 55002020-01-0126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-0161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0161
Number of participants with account balances2020-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0155
Total number of active participants reported on line 7a of the Form 55002019-01-0133
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0125
Total of all active and inactive participants2019-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0158
Number of participants with account balances2019-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0157
Total number of active participants reported on line 7a of the Form 55002018-01-0132
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0154
Number of participants with account balances2018-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0157
Total number of active participants reported on line 7a of the Form 55002017-01-0134
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0157
Number of participants with account balances2017-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0153
Total number of active participants reported on line 7a of the Form 55002016-01-0134
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0157
Number of participants with account balances2016-01-0149
2015: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0153
Number of participants with account balances2015-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011

Financial Data on UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources2022-12-31$-275,276
Expenses. Total of all expenses incurred2022-12-31$719,099
Benefits paid (including direct rollovers)2022-12-31$698,508
Total plan assets at end of year2022-12-31$1,814,944
Total plan assets at beginning of year2022-12-31$2,809,319
Value of fidelity bond covering the plan2022-12-31$250,000
Total contributions received or receivable from participants2022-12-31$39,910
Other income received2022-12-31$-428,242
Net income (gross income less expenses)2022-12-31$-994,375
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,814,944
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,809,319
Assets. Value of participant loans2022-12-31$23,019
Total contributions received or receivable from employer(s)2022-12-31$113,056
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$20,591
2021 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources2021-12-31$536,199
Expenses. Total of all expenses incurred2021-12-31$182,923
Benefits paid (including direct rollovers)2021-12-31$159,548
Total plan assets at end of year2021-12-31$2,809,319
Total plan assets at beginning of year2021-12-31$2,456,043
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$48,367
Contributions received from other sources (not participants or employers)2021-12-31$3,106
Other income received2021-12-31$362,634
Net income (gross income less expenses)2021-12-31$353,276
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,809,319
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,456,043
Assets. Value of participant loans2021-12-31$37,129
Total contributions received or receivable from employer(s)2021-12-31$122,092
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$23,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$549,045
Expenses. Total of all expenses incurred2020-12-31$224,108
Benefits paid (including direct rollovers)2020-12-31$196,682
Total plan assets at end of year2020-12-31$2,456,043
Total plan assets at beginning of year2020-12-31$2,131,106
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$46,564
Expenses. Other expenses not covered elsewhere2020-12-31$1,198
Contributions received from other sources (not participants or employers)2020-12-31$79,441
Other income received2020-12-31$314,558
Net income (gross income less expenses)2020-12-31$324,937
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,456,043
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,131,106
Assets. Value of participant loans2020-12-31$38,727
Total contributions received or receivable from employer(s)2020-12-31$108,482
Value of certain deemed distributions of participant loans2020-12-31$7,972
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$18,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$606,876
Expenses. Total of all expenses incurred2019-12-31$227,809
Benefits paid (including direct rollovers)2019-12-31$213,206
Total plan assets at end of year2019-12-31$2,131,106
Total plan assets at beginning of year2019-12-31$1,752,039
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$80,874
Other income received2019-12-31$375,778
Net income (gross income less expenses)2019-12-31$379,067
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,131,106
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,752,039
Assets. Value of participant loans2019-12-31$37,431
Total contributions received or receivable from employer(s)2019-12-31$150,224
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$14,603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$94,935
Expenses. Total of all expenses incurred2018-12-31$60,351
Benefits paid (including direct rollovers)2018-12-31$37,220
Total plan assets at end of year2018-12-31$1,752,039
Total plan assets at beginning of year2018-12-31$1,717,455
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$163,285
Contributions received from other sources (not participants or employers)2018-12-31$17,160
Other income received2018-12-31$-107,720
Net income (gross income less expenses)2018-12-31$34,584
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,752,039
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,717,455
Assets. Value of participant loans2018-12-31$49,919
Total contributions received or receivable from employer(s)2018-12-31$22,210
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$23,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$370,205
Expenses. Total of all expenses incurred2017-12-31$151,444
Benefits paid (including direct rollovers)2017-12-31$130,167
Total plan assets at end of year2017-12-31$1,717,455
Total plan assets at beginning of year2017-12-31$1,498,694
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$56,668
Contributions received from other sources (not participants or employers)2017-12-31$19,438
Other income received2017-12-31$198,041
Net income (gross income less expenses)2017-12-31$218,761
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,717,455
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,498,694
Assets. Value of participant loans2017-12-31$22,979
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022017-12-31$3,076
Total contributions received or receivable from employer(s)2017-12-31$96,058
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$21,277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$325,161
Expenses. Total of all expenses incurred2016-12-31$117,178
Benefits paid (including direct rollovers)2016-12-31$97,914
Total plan assets at end of year2016-12-31$1,498,694
Total plan assets at beginning of year2016-12-31$1,290,711
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$47,667
Other income received2016-12-31$156,099
Net income (gross income less expenses)2016-12-31$207,983
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,498,694
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,290,711
Assets. Value of participant loans2016-12-31$29,975
Total contributions received or receivable from employer(s)2016-12-31$121,395
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$19,264
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$148,704
Expenses. Total of all expenses incurred2015-12-31$92,610
Benefits paid (including direct rollovers)2015-12-31$80,118
Total plan assets at end of year2015-12-31$1,290,711
Total plan assets at beginning of year2015-12-31$1,234,617
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$45,614
Other income received2015-12-31$-15,694
Net income (gross income less expenses)2015-12-31$56,094
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,290,711
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,234,617
Assets. Value of participant loans2015-12-31$42,829
Total contributions received or receivable from employer(s)2015-12-31$118,784
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$12,492
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0

Form 5500 Responses for UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

2022: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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