401k Plan data: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN plan

UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 401k Plan overview

Plan Name	UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN
Plan identification number	002

UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 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.
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.
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 SOUTHWEST OKLAHOMA has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF SOUTHWEST OKLAHOMA

Employer identification number (EIN): 736053875

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-07-01 KATIE NOFFSKER
002 2012-07-01 KATIE NOFFSKER
002 2012-01-01 KATIE NOFFSKER
002 2011-01-01 KATIE NOFFSKER
002 2010-01-01 KATIE NOFFSKER

Plan id#	Filing Submission Date	Name of Administrator
002	2013-07-01	KATIE NOFFSKER
002	2012-07-01	KATIE NOFFSKER
002	2012-01-01	KATIE NOFFSKER
002	2011-01-01	KATIE NOFFSKER
002	2010-01-01	KATIE NOFFSKER

Plan Statistics for UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN

401k plan membership statisitcs for UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN

Measure Date Value
2013: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 0
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 0
Number of participants with account balances 2013-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 5
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 2
Total of all active and inactive participants 2012-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 7
Number of participants with account balances 2012-07-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
Total participants, beginning-of-year 2012-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 5
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 2
Total of all active and inactive participants 2011-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 7
Number of participants with account balances 2011-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 5
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 7
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2013: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	0
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	0
Number of participants with account balances	2013-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	5
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	2
Total of all active and inactive participants	2012-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	7
Number of participants with account balances	2012-07-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
Total participants, beginning-of-year	2012-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	5
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	2
Total of all active and inactive participants	2011-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	7
Number of participants with account balances	2011-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	5
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	7
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN

Measure	Date	Value
2014 : UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2014 401k financial data
Total plan liabilities at end of year	2014-02-17	$0
Total plan liabilities at beginning of year	2014-02-17	$0
Total income from all sources	2014-02-17	$25,943
Expenses. Total of all expenses incurred	2014-02-17	$231,876
Benefits paid (including direct rollovers)	2014-02-17	$231,876
Total plan assets at end of year	2014-02-17	$0
Total plan assets at beginning of year	2014-02-17	$205,933
Value of fidelity bond covering the plan	2014-02-17	$400,000
Total contributions received or receivable from participants	2014-02-17	$918
Other income received	2014-02-17	$23,647
Net income (gross income less expenses)	2014-02-17	$-205,933
Net plan assets at end of year (total assets less liabilities)	2014-02-17	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-02-17	$205,933
Total contributions received or receivable from employer(s)	2014-02-17	$1,378
2013 : UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year	2013-06-30	$0
Total plan liabilities at beginning of year	2013-06-30	$0
Total income from all sources	2013-06-30	$63,284
Expenses. Total of all expenses incurred	2013-06-30	$114,024
Benefits paid (including direct rollovers)	2013-06-30	$114,024
Total plan assets at end of year	2013-06-30	$205,933
Total plan assets at beginning of year	2013-06-30	$256,673
Value of fidelity bond covering the plan	2013-06-30	$400,000
Total contributions received or receivable from participants	2013-06-30	$10,795
Other income received	2013-06-30	$40,346
Net income (gross income less expenses)	2013-06-30	$-50,740
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$205,933
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$256,673
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-06-30	$123
Total contributions received or receivable from employer(s)	2013-06-30	$12,143
2012 : UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year	2012-06-30	$0
Total plan liabilities at beginning of year	2012-06-30	$0
Total income from all sources	2012-06-30	$27,360
Total plan assets at end of year	2012-06-30	$256,673
Total plan assets at beginning of year	2012-06-30	$229,313
Value of fidelity bond covering the plan	2012-06-30	$400,000
Total contributions received or receivable from participants	2012-06-30	$6,324
Other income received	2012-06-30	$15,151
Net income (gross income less expenses)	2012-06-30	$27,360
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$256,673
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$229,313
Total contributions received or receivable from employer(s)	2012-06-30	$5,885
2011 : UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$7,540
Expenses. Total of all expenses incurred	2011-12-31	$45,636
Benefits paid (including direct rollovers)	2011-12-31	$45,636
Total plan assets at end of year	2011-12-31	$229,313
Total plan assets at beginning of year	2011-12-31	$267,409
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$10,951
Other income received	2011-12-31	$-12,543
Net income (gross income less expenses)	2011-12-31	$-38,096
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$229,313
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$267,409
Total contributions received or receivable from employer(s)	2011-12-31	$9,132
2010 : UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$92,923
Expenses. Total of all expenses incurred	2010-12-31	$7,587
Benefits paid (including direct rollovers)	2010-12-31	$7,587
Total plan assets at end of year	2010-12-31	$267,409
Total plan assets at beginning of year	2010-12-31	$182,073
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$11,564
Contributions received from other sources (not participants or employers)	2010-12-31	$43,464
Other income received	2010-12-31	$27,921
Net income (gross income less expenses)	2010-12-31	$85,336
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$267,409
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$182,073
Total contributions received or receivable from employer(s)	2010-12-31	$9,974

Form 5500 Responses for UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN

2013: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	This submission is the final filing	Yes
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED WAY OF LAWTON - FORT SILL 403(B) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED WAY OF SOUTHWEST OKLAHOMA
Employer identification number (EIN):	736053875
NAIC Classification:	812990
NAIC Description:	All Other Personal Services