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UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN
Plan identification number 003

UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

UNITED WAY OF GREATER KINGSPORT, INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER KINGSPORT, INC
Employer identification number (EIN):620481461
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 GREATER KINGSPORT 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032009-01-01JOE FLEMING

Plan Statistics for UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN

Measure Date Value
2009: UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0113
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Total of all active and inactive participants2009-01-0113
Total participants2009-01-0113
Number of participants with account balances2009-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN

Measure Date Value
2010 : UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$27,596
Expenses. Total of all expenses incurred2010-12-31$48
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$133,720
Total plan assets at beginning of year2010-12-31$106,172
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$13,178
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$27,548
Net plan assets at end of year (total assets less liabilities)2010-12-31$133,720
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$106,172
Total contributions received or receivable from employer(s)2010-12-31$14,418
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$48

Form 5500 Responses for UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN

2009: UNITED WAY OF GREATER KINGSPORT 403(B) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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