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Plan Name | EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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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 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
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 |
Measure | Date | Value |
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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 |
---|---|---|
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 |
2013: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2013 form 5500 responses | ||
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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 |
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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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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