401k Plan data: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA plan

EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 401k Plan overview

Plan Name	EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA
Plan identification number	001

EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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 EAST CENTRAL ALABAMA, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF EAST CENTRAL ALABAMA, INC.

Employer identification number (EIN): 630350957

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LYNN COLLINS 2024-06-26
001 2022-01-01 SHANNON JENKINS 2023-05-31 SHANNON JENKINS 2023-05-31
001 2021-01-01 SHANNON JENKINS 2022-06-21 SHANNON JENKINS 2022-06-21
001 2020-01-01 SHANNON JENKINS 2021-06-15 SHANNON JENKINS 2021-06-15
001 2019-01-01 SHANNON JENKINS 2020-05-28 SHANNON JENKINS 2020-05-28
001 2018-01-01 SHANNON JENKINS 2019-06-25 SHANNON JENKINS 2019-06-25
001 2017-01-01 SHANNON JENKINS 2018-06-11 SHANNON JENKINS 2018-06-11
001 2016-01-01 SHANNON JENKINS SHANNON JENKINS 2017-06-22
001 2015-01-01 SHANNON JENKINS SHANNON JENKINS 2016-05-05
001 2014-01-01 SHANNON JENKINS SHANNON JENKINS 2015-07-14
001 2013-01-01 SHANNON JENKINS SHANNON JENKINS 2014-07-29
001 2012-01-01 CURTIS M. SIMPSON CURTIS M. SIMPSON 2013-07-15
001 2011-01-01 CURTIS M. SIMPSON CURTIS M. SIMPSON 2012-07-16
001 2009-01-01 CURTIS M. SIMPSON CURTIS M. SIMPSON 2010-07-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LYNN COLLINS	2024-06-26
001	2022-01-01	SHANNON JENKINS	2023-05-31	SHANNON JENKINS	2023-05-31
001	2021-01-01	SHANNON JENKINS	2022-06-21	SHANNON JENKINS	2022-06-21
001	2020-01-01	SHANNON JENKINS	2021-06-15	SHANNON JENKINS	2021-06-15
001	2019-01-01	SHANNON JENKINS	2020-05-28	SHANNON JENKINS	2020-05-28
001	2018-01-01	SHANNON JENKINS	2019-06-25	SHANNON JENKINS	2019-06-25
001	2017-01-01	SHANNON JENKINS	2018-06-11	SHANNON JENKINS	2018-06-11
001	2016-01-01	SHANNON JENKINS		SHANNON JENKINS	2017-06-22
001	2015-01-01	SHANNON JENKINS		SHANNON JENKINS	2016-05-05
001	2014-01-01	SHANNON JENKINS		SHANNON JENKINS	2015-07-14
001	2013-01-01	SHANNON JENKINS		SHANNON JENKINS	2014-07-29
001	2012-01-01	CURTIS M. SIMPSON		CURTIS M. SIMPSON	2013-07-15
001	2011-01-01	CURTIS M. SIMPSON		CURTIS M. SIMPSON	2012-07-16
001	2009-01-01	CURTIS M. SIMPSON		CURTIS M. SIMPSON	2010-07-31

Financial Data on EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA

Measure	Date	Value
2025 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-09	0
Total liabilities as of the end of the plan year	2025-07-09	0
Total liabilities as of the beginning of the plan year	2025-07-09	0
Total expenses incurred by plan in this plan year	2025-07-09	40
Net assets as of the end of the plan year	2025-07-09	403697
Total assets as of the beginning of the plan year	2025-07-09	326015
Value of plan covered by a fidelity bond	2025-07-09	35000
Participant contributions to plan in this plan year	2025-07-09	0
Other expenses paid from plan in this plan year	2025-07-09	0
Other contributions to plan in this plan year	2025-07-09	0
Other income to plan in this plan year	2025-07-09	39788
Plan net income in this plan year	2025-07-09	77682
Net assets as of the end of the plan year	2025-07-09	403697
Net assets as of the beginning of the plan year	2025-07-09	326015
Employer contributions to plan in this plan year	2025-07-09	37934
Fees paid to broker by Benefit Provider	2025-07-09	57
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-09	40
2024 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2024 401k financial data
Total transfers to/from plan in this plan year	2024-06-26	0
Total liabilities as of the end of the plan year	2024-06-26	0
Total liabilities as of the beginning of the plan year	2024-06-26	0
Total expenses incurred by plan in this plan year	2024-06-26	14177
Net assets as of the end of the plan year	2024-06-26	326015
Total assets as of the beginning of the plan year	2024-06-26	273051
Value of plan covered by a fidelity bond	2024-06-26	35000
Participant contributions to plan in this plan year	2024-06-26	0
Other expenses paid from plan in this plan year	2024-06-26	0
Other contributions to plan in this plan year	2024-06-26	0
Other income to plan in this plan year	2024-06-26	37627
Plan net income in this plan year	2024-06-26	52964
Net assets as of the end of the plan year	2024-06-26	326015
Net assets as of the beginning of the plan year	2024-06-26	273051
Employer contributions to plan in this plan year	2024-06-26	29514
Fees paid to broker by Benefit Provider	2024-06-26	21
Expensese paid to adminstrative service provicers from plan in this plan year	2024-06-26	12
2022 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2022 401k financial data
Net assets as of the end of the plan year	2022-06-22	311001
Total assets as of the beginning of the plan year	2022-06-22	255693
Value of plan covered by a fidelity bond	2022-06-22	25000
Other income to plan in this plan year	2022-06-22	36021
Plan net income in this plan year	2022-06-22	55308
Net assets as of the end of the plan year	2022-06-22	311001
Net assets as of the beginning of the plan year	2022-06-22	255693
Employer contributions to plan in this plan year	2022-06-22	19287
Fees paid to broker by Benefit Provider	2022-06-22	14
2016 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2016 401k financial data
Total income from all sources	2016-12-31	$25,586
Expenses. Total of all expenses incurred	2016-12-31	$76
Total plan assets at end of year	2016-12-31	$206,080
Total plan assets at beginning of year	2016-12-31	$180,570
Value of fidelity bond covering the plan	2016-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$76
Other income received	2016-12-31	$13,557
Net income (gross income less expenses)	2016-12-31	$25,510
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$206,080
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$180,570
Total contributions received or receivable from employer(s)	2016-12-31	$12,029
2015 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2015 401k financial data
Total income from all sources	2015-12-31	$5,475
Expenses. Total of all expenses incurred	2015-12-31	$1,734
Total plan assets at end of year	2015-12-31	$180,570
Total plan assets at beginning of year	2015-12-31	$176,829
Value of fidelity bond covering the plan	2015-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$1,734
Other income received	2015-12-31	$-2,689
Net income (gross income less expenses)	2015-12-31	$3,741
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$180,570
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$176,829
Total contributions received or receivable from employer(s)	2015-12-31	$8,164
2014 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2014 401k financial data
Total income from all sources	2014-12-31	$17,021
Expenses. Total of all expenses incurred	2014-12-31	$89
Total plan assets at end of year	2014-12-31	$176,829
Total plan assets at beginning of year	2014-12-31	$159,897
Value of fidelity bond covering the plan	2014-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$89
Other income received	2014-12-31	$7,404
Net income (gross income less expenses)	2014-12-31	$16,932
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$176,829
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$159,897
Total contributions received or receivable from employer(s)	2014-12-31	$9,617
2013 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2013 401k financial data
Total income from all sources	2013-12-31	$41,094
Expenses. Total of all expenses incurred	2013-12-31	$7,799
Benefits paid (including direct rollovers)	2013-12-31	$7,701
Total plan assets at end of year	2013-12-31	$159,897
Total plan assets at beginning of year	2013-12-31	$126,602
Value of fidelity bond covering the plan	2013-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$98
Other income received	2013-12-31	$27,501
Net income (gross income less expenses)	2013-12-31	$33,295
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$159,897
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$126,602
Total contributions received or receivable from employer(s)	2013-12-31	$13,593
2012 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2012 401k financial data
Total income from all sources	2012-12-31	$23,496
Expenses. Total of all expenses incurred	2012-12-31	$113
Total plan assets at end of year	2012-12-31	$126,602
Total plan assets at beginning of year	2012-12-31	$103,219
Value of fidelity bond covering the plan	2012-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$113
Other income received	2012-12-31	$10,876
Net income (gross income less expenses)	2012-12-31	$23,383
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$126,602
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$103,219
Total contributions received or receivable from employer(s)	2012-12-31	$12,620
2011 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2011 401k financial data
Total income from all sources	2011-12-31	$11,849
Expenses. Total of all expenses incurred	2011-12-31	$112
Total plan assets at end of year	2011-12-31	$103,219
Total plan assets at beginning of year	2011-12-31	$91,482
Value of fidelity bond covering the plan	2011-12-31	$25,000
Other income received	2011-12-31	$-2,243
Net income (gross income less expenses)	2011-12-31	$11,737
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$103,219
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$91,482
Total contributions received or receivable from employer(s)	2011-12-31	$14,092
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$112
2010 : EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2010 401k financial data
Total income from all sources	2010-12-31	$22,372
Expenses. Total of all expenses incurred	2010-12-31	$104
Total plan assets at end of year	2010-12-31	$91,482
Total plan assets at beginning of year	2010-12-31	$69,214
Value of fidelity bond covering the plan	2010-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$104
Other income received	2010-12-31	$10,584
Net income (gross income less expenses)	2010-12-31	$22,268
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$91,482
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$69,214
Total contributions received or receivable from employer(s)	2010-12-31	$11,788

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA

2016: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: EMPLOYEE BENEFITS PLAN OF UNITED WAY OF EAST CENTRAL ALABAMA 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051489-E
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051489-E
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051489-E
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051489-E
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051489-E
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	051489-E
Policy instance	1

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Company Name:	UNITED WAY OF EAST CENTRAL ALABAMA, INC.
Employer identification number (EIN):	630350957
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations