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UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 401k Plan overview

Plan NameUNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K)
Plan identification number 001

UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) Benefits

401k Plan TypeDefined 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 NORTHEAST LOUISIANA, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF NORTHEAST LOUISIANA, INC.
Employer identification number (EIN):720498515
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 NORTHEAST LOUISIANA, INC. 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01LINDA FREEMAN
0012013-01-01LINDA FREEMAN
0012012-01-01LINDA FREEMAN
0012011-01-01LINDA FREEMAN
0012010-01-01LINDA FREEMAN LINDA FREEMAN2011-07-25
0012009-01-01LINDA FREEMAN LINDA FREEMAN2010-10-12

Plan Statistics for UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K)

401k plan membership statisitcs for UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K)

Measure Date Value
2016: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0121
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0123
Number of participants with account balances2016-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-0115
Total number of active participants reported on line 7a of the Form 55002015-01-0117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0118
Number of participants with account balances2015-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-0115
Total number of active participants reported on line 7a of the Form 55002014-01-0111
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0115
Number of participants with account balances2014-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-0115
Total number of active participants reported on line 7a of the Form 55002013-01-0112
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0115
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-0113
Total number of active participants reported on line 7a of the Form 55002012-01-0114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0115
Number of participants with account balances2012-01-0114
2011: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-0112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0113
Number of participants with account balances2011-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-0116
Total number of active participants reported on line 7a of the Form 55002010-01-0112
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-012
Total of all active and inactive participants2010-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0114
Number of participants with account balances2010-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-0114
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0116
Number of participants with account balances2009-01-0114
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 NORTHEAST LOUISIANA, INC. 401(K)

Measure Date Value
2016 : UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2016 401k financial data
Total income from all sources2016-12-31$144,835
Expenses. Total of all expenses incurred2016-12-31$10,217
Benefits paid (including direct rollovers)2016-12-31$254
Total plan assets at end of year2016-12-31$902,327
Total plan assets at beginning of year2016-12-31$767,709
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$34,336
Other income received2016-12-31$62,725
Net income (gross income less expenses)2016-12-31$134,618
Net plan assets at end of year (total assets less liabilities)2016-12-31$902,327
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$767,709
Total contributions received or receivable from employer(s)2016-12-31$47,774
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,963
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2015 401k financial data
Total income from all sources2015-12-31$65,508
Expenses. Total of all expenses incurred2015-12-31$52,038
Benefits paid (including direct rollovers)2015-12-31$45,583
Total plan assets at end of year2015-12-31$767,709
Total plan assets at beginning of year2015-12-31$754,239
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$31,782
Other income received2015-12-31$-8,941
Net income (gross income less expenses)2015-12-31$13,470
Net plan assets at end of year (total assets less liabilities)2015-12-31$767,709
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$754,239
Total contributions received or receivable from employer(s)2015-12-31$42,667
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,455
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2014 401k financial data
Total income from all sources2014-12-31$109,486
Expenses. Total of all expenses incurred2014-12-31$7,627
Benefits paid (including direct rollovers)2014-12-31$1,058
Total plan assets at end of year2014-12-31$754,239
Total plan assets at beginning of year2014-12-31$652,380
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$29,358
Other income received2014-12-31$44,254
Net income (gross income less expenses)2014-12-31$101,859
Net plan assets at end of year (total assets less liabilities)2014-12-31$754,239
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$652,380
Total contributions received or receivable from employer(s)2014-12-31$35,874
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,569
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2013 401k financial data
Total income from all sources2013-12-31$164,749
Expenses. Total of all expenses incurred2013-12-31$15,893
Benefits paid (including direct rollovers)2013-12-31$11,568
Total plan assets at end of year2013-12-31$652,380
Total plan assets at beginning of year2013-12-31$503,524
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$25,123
Other income received2013-12-31$100,195
Net income (gross income less expenses)2013-12-31$148,856
Net plan assets at end of year (total assets less liabilities)2013-12-31$652,380
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$503,524
Total contributions received or receivable from employer(s)2013-12-31$39,431
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$4,325
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2012 401k financial data
Total income from all sources2012-12-31$118,882
Expenses. Total of all expenses incurred2012-12-31$7,207
Benefits paid (including direct rollovers)2012-12-31$2,882
Total plan assets at end of year2012-12-31$503,524
Total plan assets at beginning of year2012-12-31$391,849
Total contributions received or receivable from participants2012-12-31$18,280
Other income received2012-12-31$63,520
Net income (gross income less expenses)2012-12-31$111,675
Net plan assets at end of year (total assets less liabilities)2012-12-31$503,524
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$391,849
Total contributions received or receivable from employer(s)2012-12-31$37,082
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,325
2011 : UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2011 401k financial data
Total income from all sources2011-12-31$39,887
Expenses. Total of all expenses incurred2011-12-31$33,147
Benefits paid (including direct rollovers)2011-12-31$29,601
Total plan assets at end of year2011-12-31$391,849
Total plan assets at beginning of year2011-12-31$385,109
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$14,422
Other income received2011-12-31$-7,581
Net income (gross income less expenses)2011-12-31$6,740
Net plan assets at end of year (total assets less liabilities)2011-12-31$391,849
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$385,109
Total contributions received or receivable from employer(s)2011-12-31$33,046
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,546
2010 : UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2010 401k financial data
Total income from all sources2010-12-31$72,350
Expenses. Total of all expenses incurred2010-12-31$23,862
Benefits paid (including direct rollovers)2010-12-31$23,515
Total plan assets at end of year2010-12-31$385,109
Total plan assets at beginning of year2010-12-31$336,621
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$8,409
Other income received2010-12-31$33,890
Net income (gross income less expenses)2010-12-31$48,488
Net plan assets at end of year (total assets less liabilities)2010-12-31$385,109
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$336,621
Total contributions received or receivable from employer(s)2010-12-31$30,051
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$347

Form 5500 Responses for UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K)

2016: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED WAY OF NORTHEAST LOUISIANA, INC. 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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