401k Plan data: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. plan

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.
Plan identification number	002

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 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 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.
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

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.

Employer identification number (EIN): 630366294

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 BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DOUGLAS ROSSETTI 2024-07-23
002 2022-01-01 DOUGLAS ROSSETTI 2023-08-02
002 2021-01-01 DOUGLAS ROSSETTI 2022-07-20
002 2020-01-01 DOUGLAS ROSSETTI 2021-10-07 DOUGLAS ROSSETTI 2021-10-07
002 2019-01-01 DOUGLAS ROSSETTI 2020-09-18
002 2018-01-01 DOUGLAS ROSSETTI 2019-10-02
002 2017-01-01 DOUGLAS ROSSETTI 2018-10-10 DOUGLAS ROSSETTI 2018-10-10
002 2016-01-01 DOUGLAS ROSSETTI 2017-10-10
002 2015-01-01 DOUGLAS ROSSETTI 2016-10-11 DOUGLAS ROSSETTI 2016-10-11
002 2014-01-01 DOUGLAS ROSSETTI 2015-10-08
002 2013-01-01 DOUGLAS ROSSETTI
002 2012-01-01 DOUGLAS ROSSETTI 2015-03-23 DOUGLAS ROSSETTI 2015-03-23
002 2011-01-01 DOUGLAS ROSSETTI
002 2009-01-01 STEPHEN KIRKPATRICK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	DOUGLAS ROSSETTI	2024-07-23
002	2022-01-01	DOUGLAS ROSSETTI	2023-08-02
002	2021-01-01	DOUGLAS ROSSETTI	2022-07-20
002	2020-01-01	DOUGLAS ROSSETTI	2021-10-07	DOUGLAS ROSSETTI	2021-10-07
002	2019-01-01	DOUGLAS ROSSETTI	2020-09-18
002	2018-01-01	DOUGLAS ROSSETTI	2019-10-02
002	2017-01-01	DOUGLAS ROSSETTI	2018-10-10	DOUGLAS ROSSETTI	2018-10-10
002	2016-01-01	DOUGLAS ROSSETTI	2017-10-10
002	2015-01-01	DOUGLAS ROSSETTI	2016-10-11	DOUGLAS ROSSETTI	2016-10-11
002	2014-01-01	DOUGLAS ROSSETTI	2015-10-08
002	2013-01-01	DOUGLAS ROSSETTI
002	2012-01-01	DOUGLAS ROSSETTI	2015-03-23	DOUGLAS ROSSETTI	2015-03-23
002	2011-01-01	DOUGLAS ROSSETTI
002	2009-01-01	STEPHEN KIRKPATRICK

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year 2025-07-28 9
Total number of particpants at end of year 2025-07-28 8
Number of Participants With Account Balances 2025-07-28 7
2024: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year 2024-07-23 9
Total number of particpants at end of year 2024-07-23 9
Number of Participants With Account Balances 2024-07-23 8
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2022 401k membership
Total number of particpants at beginning of year 2022-07-20 10
Total number of particpants at end of year 2022-07-20 9
Number of Participants With Account Balances 2022-07-20 9
2013: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 10
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 19
Total of all active and inactive participants 2013-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 29
Number of participants with account balances 2013-01-01 29
2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 29
Number of participants with account balances 2011-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of other retired or separated participants entitled to future benefits 2009-01-01 15
Total of all active and inactive participants 2009-01-01 25
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year	2025-07-28	9
Total number of particpants at end of year	2025-07-28	8
Number of Participants With Account Balances	2025-07-28	7
2024: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year	2024-07-23	9
Total number of particpants at end of year	2024-07-23	9
Number of Participants With Account Balances	2024-07-23	8
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2022 401k membership
Total number of particpants at beginning of year	2022-07-20	10
Total number of particpants at end of year	2022-07-20	9
Number of Participants With Account Balances	2022-07-20	9
2013: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	10
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	19
Total of all active and inactive participants	2013-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	29
Number of participants with account balances	2013-01-01	29
2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	29
Number of participants with account balances	2011-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of other retired or separated participants entitled to future benefits	2009-01-01	15
Total of all active and inactive participants	2009-01-01	25
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.

Measure	Date	Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year	2025-07-28	0
Total liabilities as of the end of the plan year	2025-07-28	0
Total liabilities as of the beginning of the plan year	2025-07-28	0
Total expenses incurred by plan in this plan year	2025-07-28	58224
Net assets as of the end of the plan year	2025-07-28	431449
Total assets as of the beginning of the plan year	2025-07-28	445632
Value of plan covered by a fidelity bond	2025-07-28	150000
Participant contributions to plan in this plan year	2025-07-28	1336
Value of participant loans at end of plan year	2025-07-28	4629
Other expenses paid from plan in this plan year	2025-07-28	0
Other contributions to plan in this plan year	2025-07-28	0
Other income to plan in this plan year	2025-07-28	42705
Plan net income in this plan year	2025-07-28	-14183
Net assets as of the end of the plan year	2025-07-28	431449
Net assets as of the beginning of the plan year	2025-07-28	445632
Employer contributions to plan in this plan year	2025-07-28	0
Fees paid to broker by Benefit Provider	2025-07-28	3
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-28	28
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-23	0
Total liabilities as of the end of the plan year	2024-07-23	0
Total liabilities as of the beginning of the plan year	2024-07-23	0
Total expenses incurred by plan in this plan year	2024-07-23	181999
Net assets as of the end of the plan year	2024-07-23	445632
Total assets as of the beginning of the plan year	2024-07-23	577024
Value of plan covered by a fidelity bond	2024-07-23	150000
Participant contributions to plan in this plan year	2024-07-23	1624
Other expenses paid from plan in this plan year	2024-07-23	0
Other contributions to plan in this plan year	2024-07-23	0
Other income to plan in this plan year	2024-07-23	48983
Plan net income in this plan year	2024-07-23	-131392
Net assets as of the end of the plan year	2024-07-23	445632
Net assets as of the beginning of the plan year	2024-07-23	577024
Employer contributions to plan in this plan year	2024-07-23	0
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-23	0
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year	2022-07-20	0
Total liabilities as of the end of the plan year	2022-07-20	0
Total liabilities as of the beginning of the plan year	2022-07-20	0
Total expenses incurred by plan in this plan year	2022-07-20	48
Net assets as of the end of the plan year	2022-07-20	638359
Total assets as of the beginning of the plan year	2022-07-20	571481
Value of plan covered by a fidelity bond	2022-07-20	150000
Participant contributions to plan in this plan year	2022-07-20	1872
Other expenses paid from plan in this plan year	2022-07-20	48
Other contributions to plan in this plan year	2022-07-20	0
Other income to plan in this plan year	2022-07-20	65054
Plan net income in this plan year	2022-07-20	66878
Net assets as of the end of the plan year	2022-07-20	638359
Net assets as of the beginning of the plan year	2022-07-20	571481
Employer contributions to plan in this plan year	2022-07-20	0
Fees paid to broker by Benefit Provider	2022-07-20	6
2013 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2013 401k financial data
Total income from all sources	2013-12-31	$123,782
Expenses. Total of all expenses incurred	2013-12-31	$16,254
Benefits paid (including direct rollovers)	2013-12-31	$9,342
Total plan assets at end of year	2013-12-31	$779,987
Total plan assets at beginning of year	2013-12-31	$672,459
Expenses. Other expenses not covered elsewhere	2013-12-31	$6,912
Other income received	2013-12-31	$87,718
Net income (gross income less expenses)	2013-12-31	$107,528
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$779,987
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$672,459
Total contributions received or receivable from employer(s)	2013-12-31	$36,064
2011 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2011 401k financial data
Total income from all sources	2011-12-31	$47,534
Expenses. Total of all expenses incurred	2011-12-31	$17,588
Total plan assets at end of year	2011-12-31	$628,051
Total plan assets at beginning of year	2011-12-31	$598,105
Expenses. Other expenses not covered elsewhere	2011-12-31	$17,080
Other income received	2011-12-31	$8,422
Net income (gross income less expenses)	2011-12-31	$29,946
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$628,051
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$598,105
Total contributions received or receivable from employer(s)	2011-12-31	$39,112
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$508

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.

2013: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	052343-D
Policy instance	1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number	052343-D
Policy instance	1

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Company Name:	EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.
Employer identification number (EIN):	630366294
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations