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EMPLOYEE BENEFIT PLAN OF CAPITAL AREA UNITED WAY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF CAPITAL AREA UNITED WAY
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF CAPITAL AREA UNITED WAY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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

CAPITAL AREA UNITED WAY has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL AREA UNITED WAY
Employer identification number (EIN):720447100
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 CAPITAL AREA UNITED WAY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01KATIE PRITCHETT2020-10-12 KATIE PRITCHETT2020-10-12
0012018-01-01KATIE PRITCHETT2020-10-14 KATIE PRITCHETT2020-10-14
0012017-01-01LAURA DAIGLE2018-10-08 LAURA DAIGLE2018-10-08
0012016-01-01LAURA DAIGLE2017-10-05 LAURA DAIGLE2017-10-05
0012015-01-01LAURA DAIGLE2016-10-06 LAURA DAIGLE2016-10-06
0012014-01-01DARRIN GOSS SR2015-10-14 DARRIN GOSS SR2015-10-14
0012013-01-01DARRIN GOSS SR2014-10-08 DARRIN GOSS SR2014-10-08
0012012-01-01DARRIN GOSS SR2013-10-09 DARRIN GOSS SR2013-10-09
0012011-01-01RICHARD WILLIIAMS2012-10-10

Plan Statistics for EMPLOYEE BENEFIT PLAN OF CAPITAL AREA UNITED WAY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF CAPITAL AREA UNITED WAY

Measure Date Value
2019: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA UNITED WAY 2019 401k membership
Market value of plan assets2019-12-31243,847
Acturial value of plan assets2019-12-31257,267
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3115
Fundng target for terminated vested participants2019-12-31246,128
Active participant vested funding target2019-12-31105,039
Number of active participants2019-12-319
Total funding liabilities for active participants2019-12-31105,952
Total participant count2019-12-3124
Total funding target for all participants2019-12-31352,080
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31235
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31235
Present value of excess contributions2019-12-3131,789
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3133,674
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31233
Total employer contributions2019-12-3130,200
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3128,830
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-314,820
Net shortfall amortization installment of oustanding balance2019-12-3195,046
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3128,754
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3128,754
Contributions allocatedtoward minimum required contributions for current year2019-12-3128,830
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA UNITED WAY 2018 401k membership
Market value of plan assets2018-12-31347,163
Acturial value of plan assets2018-12-31352,495
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3117
Fundng target for terminated vested participants2018-12-31343,663
Active participant vested funding target2018-12-3194,490
Number of active participants2018-12-319
Total funding liabilities for active participants2018-12-3196,662
Total participant count2018-12-3126
Total funding target for all participants2018-12-31440,325
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3121,004
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3121,004
Present value of excess contributions2018-12-3133
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3135
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3121,487
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31235
Total employer contributions2018-12-3160,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3156,794
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-314,930
Net shortfall amortization installment of oustanding balance2018-12-3188,065
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3125,005
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3125,005
Contributions allocatedtoward minimum required contributions for current year2018-12-3156,794
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA UNITED WAY 2017 401k membership
Market value of plan assets2017-12-31330,867
Acturial value of plan assets2017-12-31338,020
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3118
Fundng target for terminated vested participants2017-12-31311,443
Active participant vested funding target2017-12-3182,935
Number of active participants2017-12-319
Total funding liabilities for active participants2017-12-3184,827
Total participant count2017-12-3127
Total funding target for all participants2017-12-31396,270
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3125,675
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3125,675
Present value of excess contributions2017-12-3163
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3167
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-315,816
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3121,004
Total employer contributions2017-12-3122,500
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3121,504
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,985
Net shortfall amortization installment of oustanding balance2017-12-3179,254
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3121,471
Additional cash requirement2017-12-3121,471
Contributions allocatedtoward minimum required contributions for current year2017-12-3121,504
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: EMPLOYEE BENEFIT PLAN OF CAPITAL AREA UNITED WAY 2016 401k membership
Market value of plan assets2016-12-31305,246
Acturial value of plan assets2016-12-31314,727
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3119
Fundng target for terminated vested participants2016-12-31284,573
Active participant vested funding target2016-12-3175,046
Number of active participants2016-12-319
Total funding liabilities for active participants2016-12-3176,742
Total participant count2016-12-3128
Total funding target for all participants2016-12-31361,315
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3128,776
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3128,776
Present value of excess contributions2016-12-31211
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31225
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-313,141
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3125,675
Total employer contributions2016-12-3119,400
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3118,763
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,040
Net shortfall amortization installment of oustanding balance2016-12-3172,263
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3118,700
Additional cash requirement2016-12-3118,700
Contributions allocatedtoward minimum required contributions for current year2016-12-3118,763
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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