401k Plan data: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN plan

UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 401k Plan overview

Plan Name	UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN
Plan identification number	005

UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 GREATER HOUSTON has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GREATER HOUSTON

Employer identification number (EIN): 741167964

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF GREATER HOUSTON

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1951-07-05

Company Identification Number: 0010716401

Legal Registered Office Address: 50 WAUGH DR

HOUSTON
United States of America (USA)
77007

More information about UNITED WAY OF GREATER HOUSTON

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2024-01-01 TINA HOOD
005 2023-01-01
005 2023-01-01 TINA HOOD
005 2022-01-01
005 2022-01-01 WENDY JOHNSON
005 2021-01-01
005 2021-01-01 WENDY JOHNSON
005 2020-01-01
005 2019-01-01
005 2018-01-01
005 2017-01-01 BRADLEY ELGIN BRADLEY ELGIN 2018-10-09
005 2016-01-01 MICHAEL STEWART MICHAEL STEWART 2017-08-24
005 2015-01-01 MICHAEL STEWART MICHAEL STEWART 2016-09-26
005 2014-01-01 MICHAEL STEWART MICHAEL STEWART 2015-09-10
005 2013-01-01 MICHAEL STEWART MICHAEL STEWART 2014-10-01
005 2012-01-01 ARCHIE DISHMAN
005 2011-01-01 ARCHIE DISHMAN
005 2010-01-01 ARCHIE DISHMAN ARCHIE DISHMAN 2011-07-21
005 2009-01-01 ARCHIE DISHMAN ARCHIE DISHMAN 2010-09-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2024-01-01	TINA HOOD
005	2023-01-01
005	2023-01-01	TINA HOOD
005	2022-01-01
005	2022-01-01	WENDY JOHNSON
005	2021-01-01
005	2021-01-01	WENDY JOHNSON
005	2020-01-01
005	2019-01-01
005	2018-01-01
005	2017-01-01	BRADLEY ELGIN	BRADLEY ELGIN	2018-10-09
005	2016-01-01	MICHAEL STEWART	MICHAEL STEWART	2017-08-24
005	2015-01-01	MICHAEL STEWART	MICHAEL STEWART	2016-09-26
005	2014-01-01	MICHAEL STEWART	MICHAEL STEWART	2015-09-10
005	2013-01-01	MICHAEL STEWART	MICHAEL STEWART	2014-10-01
005	2012-01-01	ARCHIE DISHMAN
005	2011-01-01	ARCHIE DISHMAN
005	2010-01-01	ARCHIE DISHMAN	ARCHIE DISHMAN	2011-07-21
005	2009-01-01	ARCHIE DISHMAN	ARCHIE DISHMAN	2010-09-07

Plan Statistics for UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN

401k plan membership statisitcs for UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN

Measure Date Value
2023: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 195
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 82
Total of all active and inactive participants 2023-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 278
Number of participants with account balances 2023-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 12
2022: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 175
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 74
Total of all active and inactive participants 2022-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 250
Number of participants with account balances 2022-01-01 248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 9
2021: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 180
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 74
Total of all active and inactive participants 2021-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 255
Number of participants with account balances 2021-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 13
2020: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 319
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 189
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 72
Total of all active and inactive participants 2020-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 261
Number of participants with account balances 2020-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 21
2019: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 205
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 116
Total of all active and inactive participants 2019-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 321
Number of participants with account balances 2019-01-01 317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 22
2018: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 199
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 76
Total of all active and inactive participants 2018-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 275
Number of participants with account balances 2018-01-01 275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 26
2017: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 208
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 50
Total of all active and inactive participants 2017-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 258
Number of participants with account balances 2017-01-01 257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 204
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 34
Total of all active and inactive participants 2016-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 238
Number of participants with account balances 2016-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 13
2015: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 240
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 201
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 230
Number of participants with account balances 2015-01-01 230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 207
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 240
Number of participants with account balances 2014-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 210
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 68
Total of all active and inactive participants 2013-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 278
Number of participants with account balances 2013-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 191
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 38
Total of all active and inactive participants 2012-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 229
Number of participants with account balances 2012-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 15
2011: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 191
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 35
Total of all active and inactive participants 2011-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 226
Number of participants with account balances 2011-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 186
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 38
Total of all active and inactive participants 2010-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 226
Number of participants with account balances 2010-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 17
2009: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 184
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 38
Total of all active and inactive participants 2009-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 224
Number of participants with account balances 2009-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 12

Measure	Date	Value
2023: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	195
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	82
Total of all active and inactive participants	2023-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	278
Number of participants with account balances	2023-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	12
2022: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	175
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	74
Total of all active and inactive participants	2022-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	250
Number of participants with account balances	2022-01-01	248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	9
2021: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	180
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	74
Total of all active and inactive participants	2021-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	255
Number of participants with account balances	2021-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	13
2020: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	319
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	189
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	72
Total of all active and inactive participants	2020-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	261
Number of participants with account balances	2020-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	21
2019: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	205
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	116
Total of all active and inactive participants	2019-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	321
Number of participants with account balances	2019-01-01	317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	22
2018: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	199
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	76
Total of all active and inactive participants	2018-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	275
Number of participants with account balances	2018-01-01	275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	26
2017: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	208
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	50
Total of all active and inactive participants	2017-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	258
Number of participants with account balances	2017-01-01	257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	204
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	34
Total of all active and inactive participants	2016-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	238
Number of participants with account balances	2016-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	13
2015: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	240
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	201
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	230
Number of participants with account balances	2015-01-01	230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	207
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	240
Number of participants with account balances	2014-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	210
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	68
Total of all active and inactive participants	2013-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	278
Number of participants with account balances	2013-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	191
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	38
Total of all active and inactive participants	2012-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	229
Number of participants with account balances	2012-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	15
2011: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	191
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	35
Total of all active and inactive participants	2011-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	226
Number of participants with account balances	2011-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	186
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	38
Total of all active and inactive participants	2010-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	226
Number of participants with account balances	2010-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	17
2009: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	184
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	38
Total of all active and inactive participants	2009-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	224
Number of participants with account balances	2009-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	12

Financial Data on UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN

Measure	Date	Value
2023 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$37,532
Total income from all sources (including contributions)	2023-12-31	$5,930,772
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,563,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,485,388
Value of total corrective distributions	2023-12-31	$1,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,383,231
Value of total assets at end of year	2023-12-31	$27,497,737
Value of total assets at beginning of year	2023-12-31	$23,167,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$76,827
Total interest from all sources	2023-12-31	$61,825
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$106,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$106,917
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,121,207
Participant contributions at end of year	2023-12-31	$327,080
Participant contributions at beginning of year	2023-12-31	$225,513
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$315,922
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$108,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$37,532
Other income not declared elsewhere	2023-12-31	$41,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$4,367,507
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$27,497,737
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$23,130,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$4,210,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,680,437
Value of interest in pooled separate accounts at end of year	2023-12-31	$3,206,745
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$1,829,117
Interest on participant loans	2023-12-31	$15,841
Interest earned on other investments	2023-12-31	$45,984
Value of interest in common/collective trusts at end of year	2023-12-31	$16,552,174
Value of interest in common/collective trusts at beginning of year	2023-12-31	$13,072,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$3,200,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$2,360,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$632,098
Net investment gain/loss from pooled separate accounts	2023-12-31	$444,558
Net investment gain or loss from common/collective trusts	2023-12-31	$2,260,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$946,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,376,852
Contract administrator fees	2023-12-31	$76,827
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2023-12-31	760269860
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$37,532
Total income from all sources (including contributions)	2023-01-01	$5,930,772
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$1,563,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,485,388
Value of total corrective distributions	2023-01-01	$1,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$2,383,231
Value of total assets at end of year	2023-01-01	$27,497,737
Value of total assets at beginning of year	2023-01-01	$23,167,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$76,827
Total interest from all sources	2023-01-01	$61,825
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$106,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$106,917
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,121,207
Participant contributions at end of year	2023-01-01	$327,080
Participant contributions at beginning of year	2023-01-01	$225,513
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$315,922
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$108,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-01-01	$37,532
Other income not declared elsewhere	2023-01-01	$41,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$4,367,507
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$27,497,737
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$23,130,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$4,210,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$5,680,437
Value of interest in pooled separate accounts at end of year	2023-01-01	$3,206,745
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$1,829,117
Interest on participant loans	2023-01-01	$15,841
Interest earned on other investments	2023-01-01	$45,984
Value of interest in common/collective trusts at end of year	2023-01-01	$16,552,174
Value of interest in common/collective trusts at beginning of year	2023-01-01	$13,072,277
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$3,200,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$2,360,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$632,098
Net investment gain/loss from pooled separate accounts	2023-01-01	$444,558
Net investment gain or loss from common/collective trusts	2023-01-01	$2,260,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$946,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,376,852
Contract administrator fees	2023-01-01	$76,827
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	BLAZEK & VETTERLING
Accountancy firm EIN	2023-01-01	760269860
2022 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$37,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,659,798
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,165,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,089,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,806,282
Value of total assets at end of year	2022-12-31	$23,167,762
Value of total assets at beginning of year	2022-12-31	$28,955,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$76,085
Total interest from all sources	2022-12-31	$47,711
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$144,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$144,069
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$915,903
Participant contributions at end of year	2022-12-31	$225,513
Participant contributions at beginning of year	2022-12-31	$297,299
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$12,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$37,532
Other income not declared elsewhere	2022-12-31	$5,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,825,483
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,130,230
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$28,955,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,680,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,944,138
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,829,117
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,319,749
Interest on participant loans	2022-12-31	$10,818
Interest earned on other investments	2022-12-31	$36,893
Value of interest in common/collective trusts at end of year	2022-12-31	$13,072,277
Value of interest in common/collective trusts at beginning of year	2022-12-31	$16,179,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,360,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,215,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,530,777
Net investment gain/loss from pooled separate accounts	2022-12-31	$-394,311
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,738,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$878,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,089,600
Contract administrator fees	2022-12-31	$76,085
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2022-12-31	760269860
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$37,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-2,659,798
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$3,165,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$3,089,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$1,806,282
Value of total assets at end of year	2022-01-01	$23,167,762
Value of total assets at beginning of year	2022-01-01	$28,955,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$76,085
Total interest from all sources	2022-01-01	$47,711
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$144,069
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$144,069
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$915,903
Participant contributions at end of year	2022-01-01	$225,513
Participant contributions at beginning of year	2022-01-01	$297,299
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$12,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-01-01	$37,532
Other income not declared elsewhere	2022-01-01	$5,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-5,825,483
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$23,130,230
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$28,955,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$5,680,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$7,944,138
Value of interest in pooled separate accounts at end of year	2022-01-01	$1,829,117
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$2,319,749
Interest on participant loans	2022-01-01	$10,818
Interest earned on other investments	2022-01-01	$36,893
Value of interest in common/collective trusts at end of year	2022-01-01	$13,072,277
Value of interest in common/collective trusts at beginning of year	2022-01-01	$16,179,240
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$2,360,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$2,215,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-1,530,777
Net investment gain/loss from pooled separate accounts	2022-01-01	$-394,311
Net investment gain or loss from common/collective trusts	2022-01-01	$-2,738,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$878,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$3,089,600
Contract administrator fees	2022-01-01	$76,085
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	BLAZEK & VETTERLING
Accountancy firm EIN	2022-01-01	760269860
2021 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,500,025
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,571,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,486,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,795,832
Value of total assets at end of year	2021-12-31	$28,955,713
Value of total assets at beginning of year	2021-12-31	$28,027,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$85,001
Total interest from all sources	2021-12-31	$50,264
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$160,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$160,629
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$971,152
Participant contributions at end of year	2021-12-31	$297,299
Participant contributions at beginning of year	2021-12-31	$283,475
Other income not declared elsewhere	2021-12-31	$7,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$928,699
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$28,955,713
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,027,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,944,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,580,065
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,319,749
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,055,852
Interest on participant loans	2021-12-31	$15,226
Interest earned on other investments	2021-12-31	$35,038
Value of interest in common/collective trusts at end of year	2021-12-31	$16,179,240
Value of interest in common/collective trusts at beginning of year	2021-12-31	$14,782,708
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,215,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,324,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$874,302
Net investment gain/loss from pooled separate accounts	2021-12-31	$544,869
Net investment gain or loss from common/collective trusts	2021-12-31	$2,066,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$824,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,486,325
Contract administrator fees	2021-12-31	$85,001
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2021-12-31	760269860
2020 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets	2020-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,032,295
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,227,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,153,592
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,814,960
Value of total assets at end of year	2020-12-31	$28,027,014
Value of total assets at beginning of year	2020-12-31	$26,221,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$73,563
Total income from rents	2020-12-31	$0
Total interest from all sources	2020-12-31	$62,773
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$145,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$145,396
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Amount of non-exempt transactions with any party-in-interest	2020-12-31	$0
Contributions received from participants	2020-12-31	$1,031,193
Participant contributions at end of year	2020-12-31	$283,475
Participant contributions at beginning of year	2020-12-31	$445,938
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$37,436
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,982
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$32,867
Administrative expenses (other) incurred	2020-12-31	$0
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,805,140
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,027,014
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,221,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2020-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2020-12-31	$0
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,580,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,798,478
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,055,852
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,027,789
Interest on participant loans	2020-12-31	$20,689
Income. Interest from loans (other than to participants)	2020-12-31	$0
Interest earned on other investments	2020-12-31	$42,084
Income. Interest from US Government securities	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$14,782,708
Value of interest in common/collective trusts at beginning of year	2020-12-31	$13,634,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,324,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,248,592
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$887,461
Net investment gain/loss from pooled separate accounts	2020-12-31	$164,422
Net investment gain or loss from common/collective trusts	2020-12-31	$1,924,416
Net gain/loss from 103.12 investment entities	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$779,785
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$28,887
Income. Dividends from preferred stock	2020-12-31	$0
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,153,592
Contract administrator fees	2020-12-31	$73,563
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Aggregate proceeds on sale of assets	2020-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-12-31	$0
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2020-12-31	760269860
2019 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets	2019-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,154,023
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,595,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,583,608
Expenses. Certain deemed distributions of participant loans	2019-12-31	$0
Value of total corrective distributions	2019-12-31	$27
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,001,595
Value of total assets at end of year	2019-12-31	$26,221,874
Value of total assets at beginning of year	2019-12-31	$21,663,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,660
Total income from rents	2019-12-31	$0
Total interest from all sources	2019-12-31	$49,475
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$183,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$183,337
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Amount of non-exempt transactions with any party-in-interest	2019-12-31	$0
Contributions received from participants	2019-12-31	$984,491
Participant contributions at end of year	2019-12-31	$445,938
Participant contributions at beginning of year	2019-12-31	$367,204
Participant contributions at end of year	2019-12-31	$37,436
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$37,083
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$20,822
Administrative expenses (other) incurred	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,558,728
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,221,874
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,663,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2019-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2019-12-31	$0
Investment advisory and management fees	2019-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,798,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,550,351
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,027,789
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,518,426
Interest on participant loans	2019-12-31	$21,208
Income. Interest from loans (other than to participants)	2019-12-31	$0
Interest earned on other investments	2019-12-31	$28,267
Income. Interest from US Government securities	2019-12-31	$0
Income. Interest from corporate debt instruments	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$13,634,754
Value of interest in common/collective trusts at beginning of year	2019-12-31	$10,870,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,248,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,356,978
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,195,788
Net investment gain/loss from pooled separate accounts	2019-12-31	$409,391
Net investment gain or loss from common/collective trusts	2019-12-31	$2,293,615
Net gain/loss from 103.12 investment entities	2019-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$980,021
Employer contributions (assets) at end of year	2019-12-31	$28,887
Employer contributions (assets) at beginning of year	2019-12-31	$0
Income. Dividends from preferred stock	2019-12-31	$0
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,583,608
Contract administrator fees	2019-12-31	$11,660
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Aggregate proceeds on sale of assets	2019-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2019-12-31	760269860
2018 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$486,886
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,702,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,691,946
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$1,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,891,806
Value of total assets at end of year	2018-12-31	$21,663,146
Value of total assets at beginning of year	2018-12-31	$23,878,417
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,274
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$44,250
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$164,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$164,320
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$923,635
Participant contributions at end of year	2018-12-31	$367,204
Participant contributions at beginning of year	2018-12-31	$371,242
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$29,801
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$16,383
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-2,215,271
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,663,146
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,878,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,550,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,944,382
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,518,426
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,911,731
Interest on participant loans	2018-12-31	$20,318
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$23,932
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$10,870,187
Value of interest in common/collective trusts at beginning of year	2018-12-31	$12,588,229
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,356,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,996,313
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-606,235
Net investment gain/loss from pooled separate accounts	2018-12-31	$-120,126
Net investment gain or loss from common/collective trusts	2018-12-31	$-887,129
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$951,788
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$36,719
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,691,946
Contract administrator fees	2018-12-31	$8,274
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2018-12-31	760269860
2017 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,255,595
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,836,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,829,548
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,327,416
Value of total assets at end of year	2017-12-31	$23,878,417
Value of total assets at beginning of year	2017-12-31	$20,459,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,130
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$41,222
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$150,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$150,309
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$874,136
Participant contributions at end of year	2017-12-31	$371,242
Participant contributions at beginning of year	2017-12-31	$353,948
Participant contributions at end of year	2017-12-31	$29,801
Participant contributions at beginning of year	2017-12-31	$31,003
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$548,681
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$69
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,418,917
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,878,417
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,459,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,944,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,142,546
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,911,731
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,543,368
Interest on participant loans	2017-12-31	$16,355
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$24,867
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$12,588,229
Value of interest in common/collective trusts at beginning of year	2017-12-31	$10,008,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,996,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,346,491
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$840,940
Net investment gain/loss from pooled separate accounts	2017-12-31	$288,338
Net investment gain or loss from common/collective trusts	2017-12-31	$1,607,370
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$904,599
Employer contributions (assets) at end of year	2017-12-31	$36,719
Employer contributions (assets) at beginning of year	2017-12-31	$33,162
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,829,479
Contract administrator fees	2017-12-31	$7,130
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2017-12-31	760269860
2016 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$0
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,612,983
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,249,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,242,233
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,155,415
Value of total assets at end of year	2016-12-31	$20,459,500
Value of total assets at beginning of year	2016-12-31	$19,095,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,952
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$42,971
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$141,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$141,791
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Amount of non-exempt transactions with any party-in-interest	2016-12-31	$0
Contributions received from participants	2016-12-31	$876,855
Participant contributions at end of year	2016-12-31	$353,948
Participant contributions at beginning of year	2016-12-31	$327,960
Participant contributions at end of year	2016-12-31	$31,003
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$409,003
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,363,798
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,459,500
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,095,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2016-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2016-12-31	$0
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$6,142,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,737,044
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,543,368
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,314,864
Interest on participant loans	2016-12-31	$14,467
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$28,504
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$10,008,982
Value of interest in common/collective trusts at beginning of year	2016-12-31	$9,521,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,346,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,193,913
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$307,976
Net investment gain/loss from pooled separate accounts	2016-12-31	$246,776
Net investment gain or loss from common/collective trusts	2016-12-31	$718,054
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$869,557
Employer contributions (assets) at end of year	2016-12-31	$33,162
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,242,233
Contract administrator fees	2016-12-31	$6,952
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2016-12-31	760269860
2015 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,797,127
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$765,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$758,699
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,860,226
Value of total assets at end of year	2015-12-31	$19,095,702
Value of total assets at beginning of year	2015-12-31	$18,064,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,188
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$39,213
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$121,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$121,699
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Amount of non-exempt transactions with any party-in-interest	2015-12-31	$0
Contributions received from participants	2015-12-31	$897,531
Participant contributions at end of year	2015-12-31	$327,960
Participant contributions at beginning of year	2015-12-31	$301,946
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$57,802
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,031,240
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,095,702
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,064,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2015-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,737,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,276,336
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,314,864
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,166,341
Interest on participant loans	2015-12-31	$11,498
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$27,715
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$9,521,921
Value of interest in common/collective trusts at beginning of year	2015-12-31	$9,466,426
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,193,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,853,413
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-123,080
Net investment gain/loss from pooled separate accounts	2015-12-31	$-12,820
Net investment gain or loss from common/collective trusts	2015-12-31	$-88,111
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$904,893
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$758,699
Contract administrator fees	2015-12-31	$7,188
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2015-12-31	760269860
2014 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$0
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8,370
Total income from all sources (including contributions)	2014-12-31	$3,044,207
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$798,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$792,084
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,107,603
Value of total assets at end of year	2014-12-31	$18,064,462
Value of total assets at beginning of year	2014-12-31	$15,827,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$6,409
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$33,895
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$108,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$108,888
Administrative expenses professional fees incurred	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Amount of non-exempt transactions with any party-in-interest	2014-12-31	$0
Contributions received from participants	2014-12-31	$874,877
Participant contributions at end of year	2014-12-31	$301,946
Participant contributions at beginning of year	2014-12-31	$223,295
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$28,926
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$373,717
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$8,370
Other income not declared elsewhere	2014-12-31	$458
Administrative expenses (other) incurred	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,245,714
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,064,462
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,818,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2014-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2014-12-31	$0
Investment advisory and management fees	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,276,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,734,413
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,166,341
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,085,370
Interest on participant loans	2014-12-31	$11,431
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$22,464
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$9,466,426
Value of interest in common/collective trusts at beginning of year	2014-12-31	$8,639,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,853,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,115,463
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$118,551
Net investment gain/loss from pooled separate accounts	2014-12-31	$106,969
Net investment gain or loss from common/collective trusts	2014-12-31	$567,843
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$859,009
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$792,084
Contract administrator fees	2014-12-31	$6,409
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2014-12-31	760269860
2013 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$0
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$4,447
Expenses. Interest paid	2013-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,932,211
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$388,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$384,506
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,583,513
Value of total assets at end of year	2013-12-31	$15,827,118
Value of total assets at beginning of year	2013-12-31	$12,279,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,542
Total income from rents	2013-12-31	$0
Total interest from all sources	2013-12-31	$11,141
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$512,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$512,038
Administrative expenses professional fees incurred	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Amount of non-exempt transactions with any party-in-interest	2013-12-31	$0
Contributions received from participants	2013-12-31	$709,339
Participant contributions at end of year	2013-12-31	$223,295
Participant contributions at beginning of year	2013-12-31	$276,836
Participant contributions at end of year	2013-12-31	$28,926
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$144,108
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$8,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$4,447
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$0
Liabilities. Value of operating payables at beginning of year	2013-12-31	$0
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Income. Non cash contributions	2013-12-31	$0
Value of net income/loss	2013-12-31	$3,544,163
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,818,748
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,274,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2013-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,734,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,796,578
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,085,370
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$0
Interest on participant loans	2013-12-31	$10,570
Income. Interest from loans (other than to participants)	2013-12-31	$0
Interest earned on other investments	2013-12-31	$571
Income. Interest from US Government securities	2013-12-31	$0
Income. Interest from corporate debt instruments	2013-12-31	$0
Value of interest in common/collective trusts at end of year	2013-12-31	$8,639,651
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,205,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,115,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,690,421
Net investment gain/loss from pooled separate accounts	2013-12-31	$23,292
Net investment gain or loss from common/collective trusts	2013-12-31	$111,806
Net gain/loss from 103.12 investment entities	2013-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$730,066
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$0
Income. Dividends from preferred stock	2013-12-31	$0
Income. Dividends from common stock	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$384,506
Contract administrator fees	2013-12-31	$3,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Aggregate proceeds on sale of assets	2013-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2013-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2013-12-31	760269860
2012 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$4,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$325
Expenses. Interest paid	2012-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,455,774
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$520,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$505,711
Expenses. Certain deemed distributions of participant loans	2012-12-31	$7,060
Value of total corrective distributions	2012-12-31	$4,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,440,509
Value of total assets at end of year	2012-12-31	$12,279,032
Value of total assets at beginning of year	2012-12-31	$10,339,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,835
Total interest from all sources	2012-12-31	$9,685
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$301,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$301,081
Assets. Real estate other than employer real property at end of year	2012-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$685,983
Participant contributions at end of year	2012-12-31	$276,836
Participant contributions at beginning of year	2012-12-31	$211,974
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$15,628
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$0
Assets. Loans (other than to participants) at end of year	2012-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$4,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$325
Other income not declared elsewhere	2012-12-31	$0
Administrative expenses (other) incurred	2012-12-31	$3,835
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Income. Non cash contributions	2012-12-31	$0
Value of net income/loss	2012-12-31	$1,935,046
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,274,585
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,339,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Assets. partnership/joint venture interests at end of year	2012-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,796,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,891,479
Value of interest in pooled separate accounts at end of year	2012-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest on participant loans	2012-12-31	$9,685
Interest earned on other investments	2012-12-31	$0
Income. Interest from US Government securities	2012-12-31	$0
Value of interest in common/collective trusts at end of year	2012-12-31	$2,205,500
Value of interest in common/collective trusts at beginning of year	2012-12-31	$3,236,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$18
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$18
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$0
Asset value of US Government securities at beginning of year	2012-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$563,932
Net investment gain/loss from pooled separate accounts	2012-12-31	$0
Net investment gain or loss from common/collective trusts	2012-12-31	$140,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$0
Assets. Invements in employer securities at beginning of year	2012-12-31	$0
Contributions received in cash from employer	2012-12-31	$738,898
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$0
Income. Dividends from preferred stock	2012-12-31	$0
Income. Dividends from common stock	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$505,711
Asset. Corporate debt instrument preferred debt at end of year	2012-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2012-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-12-31	$0
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2012-12-31	760269860
2011 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Expenses. Interest paid	2011-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,163,611
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$615,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$605,261
Expenses. Certain deemed distributions of participant loans	2011-12-31	$6,667
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,350,797
Value of total assets at end of year	2011-12-31	$10,339,864
Value of total assets at beginning of year	2011-12-31	$9,791,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,805
Total interest from all sources	2011-12-31	$10,817
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$109,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$109,349
Assets. Real estate other than employer real property at end of year	2011-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$634,075
Participant contributions at end of year	2011-12-31	$211,974
Participant contributions at beginning of year	2011-12-31	$247,943
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$24,996
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Assets. Loans (other than to participants) at end of year	2011-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$325
Other income not declared elsewhere	2011-12-31	$365
Administrative expenses (other) incurred	2011-12-31	$3,805
Total non interest bearing cash at end of year	2011-12-31	$0
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$547,878
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,339,539
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,791,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Assets. partnership/joint venture interests at end of year	2011-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,891,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$6,709,545
Interest on participant loans	2011-12-31	$10,817
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$3,236,393
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,834,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$18
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$68
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$68
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$0
Asset value of US Government securities at beginning of year	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-390,373
Net investment gain/loss from pooled separate accounts	2011-12-31	$0
Net investment gain or loss from common/collective trusts	2011-12-31	$82,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$0
Assets. Invements in employer securities at beginning of year	2011-12-31	$0
Contributions received in cash from employer	2011-12-31	$691,726
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$605,261
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-31	$0
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2011-12-31	760269860
2010 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,526
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,342,240
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$697,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$689,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,249,828
Value of total assets at end of year	2010-12-31	$9,791,661
Value of total assets at beginning of year	2010-12-31	$8,149,228
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,197
Total interest from all sources	2010-12-31	$12,111
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$76,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$76,279
Assets. Real estate other than employer real property at end of year	2010-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$589,100
Participant contributions at end of year	2010-12-31	$247,943
Participant contributions at beginning of year	2010-12-31	$208,541
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Assets. Loans (other than to participants) at end of year	2010-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$1,434
Administrative expenses (other) incurred	2010-12-31	$8,197
Liabilities. Value of operating payables at beginning of year	2010-12-31	$2,526
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$1,644,959
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,791,661
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,146,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Assets. partnership/joint venture interests at end of year	2010-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$6,709,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,216,714
Interest on participant loans	2010-12-31	$12,111
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$2,834,105
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,723,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$68
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$68
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$68
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$0
Asset value of US Government securities at end of year	2010-12-31	$0
Asset value of US Government securities at beginning of year	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$713,018
Net investment gain/loss from pooled separate accounts	2010-12-31	$0
Net investment gain or loss from common/collective trusts	2010-12-31	$289,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$0
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$660,728
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$689,084
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2010-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BLAZEK & VETTERLING
Accountancy firm EIN	2010-12-31	760269860
2009 : UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN

2023: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 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
2010: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED WAY OF GREATER HOUSTON SAVINGS & INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	278
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

525592

Policy instance

Insurance contract or identification number	525592
Number of Individuals Covered	278
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	250
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

525592

Policy instance

Insurance contract or identification number	525592
Number of Individuals Covered	250
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

525592

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

525592

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

525592

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

525592

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

525592

Policy instance

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Company Name:	UNITED WAY OF GREATER HOUSTON
Employer identification number (EIN):	741167964
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1951-07-05
Company Identification Number:	0010716401
Legal Registered Office Address:	50 WAUGH DR HOUSTON United States of America (USA) 77007