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DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 401k Plan overview

Plan NameDEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE
Plan identification number 002

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 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.
  • 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 GREATER KNOXVILLE, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER KNOXVILLE, INC.
Employer identification number (EIN):620475748
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01TINA DELL2023-07-13
0022021-01-01BLAKE VALENTINE2022-04-22
0022020-04-01
0022019-04-01
0022019-04-01
0022018-04-01
0022017-04-01BEN LANDERS BEN LANDERS2018-09-25
0022016-04-01BEN LANDERS BEN LANDERS2017-08-11
0022015-04-01BEN LANDERS BEN LANDERS2016-08-19
0022014-04-01BEN LANDERS BEN LANDERS2015-07-28
0022013-04-01BEN LANDERS BEN LANDERS2014-08-25
0022012-04-01BEN LANDERS BEN LANDERS2013-08-20
0022011-04-01BEN LANDERS BEN LANDERS2012-08-13
0022010-04-01BEN LANDERS BEN LANDERS2012-01-03
0022009-04-01BEN LANDERS BEN LANDERS2010-11-10

Financial Data on DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE

Measure Date Value
2025 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-10753657
Net assets as of the end of the plan year2025-10-102539801
Total assets as of the beginning of the plan year2025-10-101839147
Value of plan covered by a fidelity bond2025-10-101000000
Participant contributions to plan in this plan year2025-10-10233954
Value of participant loans at end of plan year2025-10-1011577
Other expenses paid from plan in this plan year2025-10-108771
Other contributions to plan in this plan year2025-10-10638547
Other income to plan in this plan year2025-10-10248178
Plan net income in this plan year2025-10-10700654
Net assets as of the end of the plan year2025-10-102539801
Net assets as of the beginning of the plan year2025-10-101839147
Employer contributions to plan in this plan year2025-10-10333632
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-100
2021 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2021 401k financial data
Transfers to/from the plan2021-03-31$0
Total plan liabilities at end of year2021-03-31$0
Total plan liabilities at beginning of year2021-03-31$0
Total income from all sources2021-03-31$444,687
Expenses. Total of all expenses incurred2021-03-31$0
Benefits paid (including direct rollovers)2021-03-31$0
Total plan assets at end of year2021-03-31$1,383,203
Total plan assets at beginning of year2021-03-31$938,516
Value of fidelity bond covering the plan2021-03-31$1,000,000
Total contributions received or receivable from participants2021-03-31$0
Expenses. Other expenses not covered elsewhere2021-03-31$0
Contributions received from other sources (not participants or employers)2021-03-31$0
Other income received2021-03-31$398,315
Net income (gross income less expenses)2021-03-31$444,687
Net plan assets at end of year (total assets less liabilities)2021-03-31$1,383,203
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$938,516
Assets. Value of participant loans2021-03-31$3,951
Total contributions received or receivable from employer(s)2021-03-31$46,372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
2020 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2020 401k financial data
Transfers to/from the plan2020-03-31$0
Total plan liabilities at end of year2020-03-31$0
Total plan liabilities at beginning of year2020-03-31$0
Total income from all sources2020-03-31$75,224
Expenses. Total of all expenses incurred2020-03-31$833,255
Benefits paid (including direct rollovers)2020-03-31$833,255
Total plan assets at end of year2020-03-31$938,516
Total plan assets at beginning of year2020-03-31$1,696,547
Value of fidelity bond covering the plan2020-03-31$1,000,000
Total contributions received or receivable from participants2020-03-31$0
Expenses. Other expenses not covered elsewhere2020-03-31$0
Contributions received from other sources (not participants or employers)2020-03-31$0
Other income received2020-03-31$-22,023
Net income (gross income less expenses)2020-03-31$-758,031
Net plan assets at end of year (total assets less liabilities)2020-03-31$938,516
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$1,696,547
Total contributions received or receivable from employer(s)2020-03-31$97,247
2019 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2019 401k financial data
Total income from all sources2019-03-31$157,832
Expenses. Total of all expenses incurred2019-03-31$23,281
Total plan assets at end of year2019-03-31$1,696,547
Total plan assets at beginning of year2019-03-31$1,561,996
Value of fidelity bond covering the plan2019-03-31$100,000
Expenses. Other expenses not covered elsewhere2019-03-31$23,281
Contributions received from other sources (not participants or employers)2019-03-31$14,675
Other income received2019-03-31$53,533
Net income (gross income less expenses)2019-03-31$134,551
Net plan assets at end of year (total assets less liabilities)2019-03-31$1,696,547
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$1,561,996
Assets. Value of participant loans2019-03-31$16,453
Total contributions received or receivable from employer(s)2019-03-31$89,624
Funding deficiency by the employer to the plan for this plan year2019-03-31$0
Minimum employer required contribution for this plan year2019-03-31$104,299
Amount contributed by the employer to the plan for this plan year2019-03-31$104,299
2018 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2018 401k financial data
Total income from all sources2018-03-31$209,785
Expenses. Total of all expenses incurred2018-03-31$35,647
Total plan assets at end of year2018-03-31$1,561,996
Total plan assets at beginning of year2018-03-31$1,387,858
Value of fidelity bond covering the plan2018-03-31$100,000
Expenses. Other expenses not covered elsewhere2018-03-31$35,647
Other income received2018-03-31$130,454
Net income (gross income less expenses)2018-03-31$174,138
Net plan assets at end of year (total assets less liabilities)2018-03-31$1,561,996
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$1,387,858
Total contributions received or receivable from employer(s)2018-03-31$79,331
Funding deficiency by the employer to the plan for this plan year2018-03-31$0
Minimum employer required contribution for this plan year2018-03-31$79,331
Amount contributed by the employer to the plan for this plan year2018-03-31$79,331
2017 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2017 401k financial data
Total income from all sources2017-03-31$214,975
Expenses. Total of all expenses incurred2017-03-31$50,560
Total plan assets at end of year2017-03-31$1,387,858
Total plan assets at beginning of year2017-03-31$1,223,443
Value of fidelity bond covering the plan2017-03-31$100,000
Expenses. Other expenses not covered elsewhere2017-03-31$50,560
Other income received2017-03-31$136,161
Net income (gross income less expenses)2017-03-31$164,415
Net plan assets at end of year (total assets less liabilities)2017-03-31$1,387,858
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$1,223,443
Total contributions received or receivable from employer(s)2017-03-31$78,814
Funding deficiency by the employer to the plan for this plan year2017-03-31$0
Minimum employer required contribution for this plan year2017-03-31$78,814
Amount contributed by the employer to the plan for this plan year2017-03-31$78,814
2016 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2016 401k financial data
Total income from all sources2016-03-31$51,338
Expenses. Total of all expenses incurred2016-03-31$14,657
Total plan assets at end of year2016-03-31$1,223,443
Total plan assets at beginning of year2016-03-31$1,186,762
Value of fidelity bond covering the plan2016-03-31$100,000
Expenses. Other expenses not covered elsewhere2016-03-31$14,657
Other income received2016-03-31$-44,519
Net income (gross income less expenses)2016-03-31$36,681
Net plan assets at end of year (total assets less liabilities)2016-03-31$1,223,443
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$1,186,762
Total contributions received or receivable from employer(s)2016-03-31$95,857
Funding deficiency by the employer to the plan for this plan year2016-03-31$0
Minimum employer required contribution for this plan year2016-03-31$95,857
Amount contributed by the employer to the plan for this plan year2016-03-31$95,857
2015 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2015 401k financial data
Total income from all sources2015-03-31$143,411
Expenses. Total of all expenses incurred2015-03-31$7,865
Total plan assets at end of year2015-03-31$1,186,762
Total plan assets at beginning of year2015-03-31$1,051,216
Value of fidelity bond covering the plan2015-03-31$100,000
Expenses. Other expenses not covered elsewhere2015-03-31$7,865
Other income received2015-03-31$64,407
Net income (gross income less expenses)2015-03-31$135,546
Net plan assets at end of year (total assets less liabilities)2015-03-31$1,186,762
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$1,051,216
Total contributions received or receivable from employer(s)2015-03-31$79,004
Funding deficiency by the employer to the plan for this plan year2015-03-31$0
Minimum employer required contribution for this plan year2015-03-31$79,004
Amount contributed by the employer to the plan for this plan year2015-03-31$79,004
2014 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2014 401k financial data
Total income from all sources2014-03-31$191,313
Expenses. Total of all expenses incurred2014-03-31$34,667
Benefits paid (including direct rollovers)2014-03-31$10,713
Total plan assets at end of year2014-03-31$1,051,216
Total plan assets at beginning of year2014-03-31$894,570
Value of fidelity bond covering the plan2014-03-31$100,000
Expenses. Other expenses not covered elsewhere2014-03-31$23,954
Other income received2014-03-31$109,159
Net income (gross income less expenses)2014-03-31$156,646
Net plan assets at end of year (total assets less liabilities)2014-03-31$1,051,216
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$894,570
Total contributions received or receivable from employer(s)2014-03-31$82,154
Funding deficiency by the employer to the plan for this plan year2014-03-31$0
Minimum employer required contribution for this plan year2014-03-31$82,154
Amount contributed by the employer to the plan for this plan year2014-03-31$82,154
2013 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2013 401k financial data
Total income from all sources2013-03-31$138,204
Expenses. Total of all expenses incurred2013-03-31$127,956
Benefits paid (including direct rollovers)2013-03-31$127,640
Total plan assets at end of year2013-03-31$894,570
Total plan assets at beginning of year2013-03-31$884,322
Value of fidelity bond covering the plan2013-03-31$100,000
Expenses. Other expenses not covered elsewhere2013-03-31$316
Other income received2013-03-31$60,146
Net income (gross income less expenses)2013-03-31$10,248
Net plan assets at end of year (total assets less liabilities)2013-03-31$894,570
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$884,322
Total contributions received or receivable from employer(s)2013-03-31$78,058
Funding deficiency by the employer to the plan for this plan year2013-03-31$0
Minimum employer required contribution for this plan year2013-03-31$78,058
Amount contributed by the employer to the plan for this plan year2013-03-31$78,058
2012 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2012 401k financial data
Total income from all sources2012-03-31$88,518
Expenses. Total of all expenses incurred2012-03-31$14,001
Benefits paid (including direct rollovers)2012-03-31$13,347
Total plan assets at end of year2012-03-31$884,322
Total plan assets at beginning of year2012-03-31$809,805
Value of fidelity bond covering the plan2012-03-31$100,000
Expenses. Other expenses not covered elsewhere2012-03-31$654
Other income received2012-03-31$16,207
Net income (gross income less expenses)2012-03-31$74,517
Net plan assets at end of year (total assets less liabilities)2012-03-31$884,322
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$809,805
Total contributions received or receivable from employer(s)2012-03-31$72,311
Funding deficiency by the employer to the plan for this plan year2012-03-31$0
Minimum employer required contribution for this plan year2012-03-31$72,311
Amount contributed by the employer to the plan for this plan year2012-03-31$72,311
2011 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2011 401k financial data
Total income from all sources2011-03-31$149,407
Expenses. Total of all expenses incurred2011-03-31$35,965
Benefits paid (including direct rollovers)2011-03-31$13,635
Total plan assets at end of year2011-03-31$809,805
Total plan assets at beginning of year2011-03-31$696,363
Value of fidelity bond covering the plan2011-03-31$100,000
Expenses. Other expenses not covered elsewhere2011-03-31$22,330
Contributions received from other sources (not participants or employers)2011-03-31$3,895
Other income received2011-03-31$86,456
Net income (gross income less expenses)2011-03-31$113,442
Net plan assets at end of year (total assets less liabilities)2011-03-31$809,805
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$696,363
Total contributions received or receivable from employer(s)2011-03-31$59,056
Funding deficiency by the employer to the plan for this plan year2011-03-31$0
Minimum employer required contribution for this plan year2011-03-31$59,056
Amount contributed by the employer to the plan for this plan year2011-03-31$59,056
2010 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2010 401k financial data
Minimum employer required contribution for this plan year2010-03-31$77,403
Amount contributed by the employer to the plan for this plan year2010-03-31$77,403

Form 5500 Responses for DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE

2020: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedYes
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2010: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2009: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan 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 number051770G
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051770G
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051770-G
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051770-G
Policy instance 1

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