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Plan Name | UNITED WAY OF KING COUNTY 403(B) PLAN |
Plan identification number | 004 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | UNITED WAY OF KING COUNTY |
Employer identification number (EIN): | 910565555 |
NAIC Classification: | 624200 |
Additional information about UNITED WAY OF KING COUNTY
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1952-01-31 |
Company Identification Number: | 601139530 |
Legal Registered Office Address: |
720 2ND AVE SEATTLE United States of America (USA) 981041702 |
More information about UNITED WAY OF KING COUNTY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | JIM YEARBY | JIM YEARBY | 2018-10-01 | |
004 | 2017-01-01 | ||||
004 | 2016-01-01 | JIM YEARBY | |||
004 | 2016-01-01 | ||||
004 | 2016-01-01 | JIM YEARBY | 2017-09-29 | ||
004 | 2015-01-01 | JIM YEARBY | |||
004 | 2014-01-01 | JIM YEARBY | JIM YEARBY | 2015-10-08 | |
004 | 2013-01-01 | JIM YEARFBY | |||
004 | 2012-01-01 | JIM YEARBY | |||
004 | 2012-01-01 | JIM YEARBY | |||
004 | 2011-01-01 | JIM YEARBY | JIM YEARBY | 2012-10-01 | |
004 | 2010-01-01 | JIM YEARBY | |||
004 | 2009-01-01 | JIM YEARBY | |||
004 | 2009-01-01 | JIM YEARBY | JIM YEARBY | 2010-10-08 | |
004 | 2009-01-01 | JIM YEARBY |
Measure | Date | Value |
---|---|---|
2022: UNITED WAY OF KING COUNTY 403(B) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 77 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 183 |
Number of participants with account balances | 2022-01-01 | 181 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 7 |
2021: UNITED WAY OF KING COUNTY 403(B) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 115 |
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 | 66 |
Total of all active and inactive participants | 2021-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 181 |
Number of participants with account balances | 2021-01-01 | 162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 5 |
2020: UNITED WAY OF KING COUNTY 403(B) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 177 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 108 |
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 | 63 |
Total of all active and inactive participants | 2020-01-01 | 171 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 171 |
Number of participants with account balances | 2020-01-01 | 161 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 3 |
2019: UNITED WAY OF KING COUNTY 403(B) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 168 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 118 |
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 | 59 |
Total of all active and inactive participants | 2019-01-01 | 177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 177 |
Number of participants with account balances | 2019-01-01 | 163 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 9 |
2018: UNITED WAY OF KING COUNTY 403(B) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 113 |
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 | 55 |
Total of all active and inactive participants | 2018-01-01 | 168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 168 |
Number of participants with account balances | 2018-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 12 |
2017: UNITED WAY OF KING COUNTY 403(B) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 124 |
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 | 46 |
Total of all active and inactive participants | 2017-01-01 | 170 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 170 |
Number of participants with account balances | 2017-01-01 | 149 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 10 |
2016: UNITED WAY OF KING COUNTY 403(B) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 157 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 129 |
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 | 35 |
Total of all active and inactive participants | 2016-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 164 |
Number of participants with account balances | 2016-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: UNITED WAY OF KING COUNTY 403(B) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 155 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 117 |
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 | 39 |
Total of all active and inactive participants | 2015-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 157 |
Number of participants with account balances | 2015-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 7 |
2014: UNITED WAY OF KING COUNTY 403(B) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 156 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 124 |
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 | 31 |
Total of all active and inactive participants | 2014-01-01 | 155 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 155 |
Number of participants with account balances | 2014-01-01 | 142 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 4 |
2013: UNITED WAY OF KING COUNTY 403(B) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 150 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 131 |
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 | 25 |
Total of all active and inactive participants | 2013-01-01 | 156 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 156 |
Number of participants with account balances | 2013-01-01 | 144 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: UNITED WAY OF KING COUNTY 403(B) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 119 |
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 | 31 |
Total of all active and inactive participants | 2012-01-01 | 150 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 150 |
Number of participants with account balances | 2012-01-01 | 141 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: UNITED WAY OF KING COUNTY 403(B) PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 114 |
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 | 39 |
Total of all active and inactive participants | 2011-01-01 | 153 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 153 |
Number of participants with account balances | 2011-01-01 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 6 |
2010: UNITED WAY OF KING COUNTY 403(B) PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 171 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 121 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 43 |
Total of all active and inactive participants | 2010-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 164 |
Number of participants with account balances | 2010-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: UNITED WAY OF KING COUNTY 403(B) PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 40 |
Total of all active and inactive participants | 2009-01-01 | 171 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 171 |
Number of participants with account balances | 2009-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|---|---|
2022 : UNITED WAY OF KING COUNTY 403(B) PLAN 2022 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
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 | $-1,503,636 |
Total of all expenses incurred | 2022-12-31 | $1,093,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,050,897 |
Value of total corrective distributions | 2022-12-31 | $5,366 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,197,274 |
Value of total assets at end of year | 2022-12-31 | $15,214,524 |
Value of total assets at beginning of year | 2022-12-31 | $17,811,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $37,041 |
Total interest from all sources | 2022-12-31 | $5,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $288,927 |
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 | $288,927 |
Administrative expenses professional fees incurred | 2022-12-31 | $37,041 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $887,277 |
Participant contributions at end of year | 2022-12-31 | $120,032 |
Participant contributions at beginning of year | 2022-12-31 | $128,748 |
Participant contributions at end of year | 2022-12-31 | $28,850 |
Participant contributions at beginning of year | 2022-12-31 | $25,706 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $10,421 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $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 | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,596,940 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,214,524 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,811,464 |
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 | $14,969,649 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,580,384 |
Interest on participant loans | 2022-12-31 | $5,442 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,995,279 |
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 | Yes |
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 | $299,576 |
Employer contributions (assets) at end of year | 2022-12-31 | $95,993 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $76,626 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,050,897 |
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 | CLARK NUBER, P.S. |
Accountancy firm EIN | 2022-12-31 | 911194016 |
2021 : UNITED WAY OF KING COUNTY 403(B) 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 | $3,423,692 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $494,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $477,915 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,104,483 |
Value of total assets at end of year | 2021-12-31 | $17,811,464 |
Value of total assets at beginning of year | 2021-12-31 | $14,882,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $17,019 |
Total interest from all sources | 2021-12-31 | $6,015 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $280,129 |
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 | $280,129 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $798,364 |
Participant contributions at end of year | 2021-12-31 | $128,748 |
Participant contributions at beginning of year | 2021-12-31 | $137,631 |
Participant contributions at end of year | 2021-12-31 | $25,706 |
Participant contributions at beginning of year | 2021-12-31 | $28,555 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,564 |
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 | $2,928,758 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,811,464 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,882,706 |
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 | $17,580,384 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $14,649,314 |
Interest on participant loans | 2021-12-31 | $6,015 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $2,033,065 |
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 | Yes |
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 | $297,555 |
Employer contributions (assets) at end of year | 2021-12-31 | $76,626 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $67,206 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $477,915 |
Contract administrator fees | 2021-12-31 | $17,019 |
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 | CLARK NUBER, P.S |
Accountancy firm EIN | 2021-12-31 | 911194016 |
2020 : UNITED WAY OF KING COUNTY 403(B) PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $2,338,898 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,684,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,658,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,064,768 |
Value of total assets at end of year | 2020-12-31 | $14,882,706 |
Value of total assets at beginning of year | 2020-12-31 | $14,228,073 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $26,159 |
Total interest from all sources | 2020-12-31 | $4,298 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $198,825 |
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 | $198,825 |
Administrative expenses professional fees incurred | 2020-12-31 | $8,500 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $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 |
Contributions received from participants | 2020-12-31 | $833,379 |
Participant contributions at end of year | 2020-12-31 | $137,631 |
Participant contributions at beginning of year | 2020-12-31 | $49,549 |
Participant contributions at end of year | 2020-12-31 | $28,555 |
Participant contributions at beginning of year | 2020-12-31 | $40,716 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $19,925 |
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 | $654,633 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,882,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $14,228,073 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $14,649,314 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $14,076,476 |
Interest on participant loans | 2020-12-31 | $4,298 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,071,007 |
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 | Yes |
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 | $211,464 |
Employer contributions (assets) at end of year | 2020-12-31 | $67,206 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $61,332 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,658,106 |
Contract administrator fees | 2020-12-31 | $17,659 |
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 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK NUBER, P.S |
Accountancy firm EIN | 2020-12-31 | 911194016 |
2019 : UNITED WAY OF KING COUNTY 403(B) PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $3,667,404 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,336,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,329,857 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,098,315 |
Value of total assets at end of year | 2019-12-31 | $14,228,073 |
Value of total assets at beginning of year | 2019-12-31 | $11,897,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,854 |
Total interest from all sources | 2019-12-31 | $4,347 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $277,245 |
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 | $277,245 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $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 |
Contributions received from participants | 2019-12-31 | $739,382 |
Participant contributions at end of year | 2019-12-31 | $49,549 |
Participant contributions at beginning of year | 2019-12-31 | $57,225 |
Participant contributions at end of year | 2019-12-31 | $40,716 |
Participant contributions at beginning of year | 2019-12-31 | $26,889 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $107,272 |
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 | $2,330,693 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $14,228,073 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $11,897,380 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $14,076,476 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $11,352,317 |
Interest on participant loans | 2019-12-31 | $1,664 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $399,086 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $399,086 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $2,683 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,287,497 |
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 | Yes |
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 | $251,661 |
Employer contributions (assets) at end of year | 2019-12-31 | $61,332 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $61,863 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,329,857 |
Contract administrator fees | 2019-12-31 | $6,854 |
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 |
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 | CLARK NUBER, P.S |
Accountancy firm EIN | 2019-12-31 | 911194016 |
2018 : UNITED WAY OF KING COUNTY 403(B) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $308,426 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $3,251,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,248,200 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $925,323 |
Value of total assets at end of year | 2018-12-31 | $11,897,380 |
Value of total assets at beginning of year | 2018-12-31 | $14,840,639 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,485 |
Total interest from all sources | 2018-12-31 | $7,586 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $211,661 |
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 | $211,661 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $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 |
Contributions received from participants | 2018-12-31 | $694,277 |
Participant contributions at end of year | 2018-12-31 | $57,225 |
Participant contributions at beginning of year | 2018-12-31 | $110,857 |
Participant contributions at end of year | 2018-12-31 | $26,889 |
Participant contributions at beginning of year | 2018-12-31 | $24,740 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,444 |
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 | $-2,943,259 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $11,897,380 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $14,840,639 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $11,352,317 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $14,169,511 |
Interest on participant loans | 2018-12-31 | $3,794 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $399,086 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $483,553 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $483,553 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,792 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-836,144 |
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 | Yes |
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 | $228,602 |
Employer contributions (assets) at end of year | 2018-12-31 | $61,863 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $51,978 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,248,200 |
Contract administrator fees | 2018-12-31 | $3,485 |
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 |
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 | CLARK NUBER, P.S |
Accountancy firm EIN | 2018-12-31 | 911194016 |
2017 : UNITED WAY OF KING COUNTY 403(B) PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $2,726,546 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,361,807 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,359,722 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $888,327 |
Value of total assets at end of year | 2017-12-31 | $14,840,639 |
Value of total assets at beginning of year | 2017-12-31 | $13,475,900 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,085 |
Total interest from all sources | 2017-12-31 | $6,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $204,257 |
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 | $204,257 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $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 |
Contributions received from participants | 2017-12-31 | $669,649 |
Participant contributions at end of year | 2017-12-31 | $110,857 |
Participant contributions at beginning of year | 2017-12-31 | $113,436 |
Participant contributions at end of year | 2017-12-31 | $24,740 |
Participant contributions at beginning of year | 2017-12-31 | $25,655 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,514 |
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 | $1,364,739 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $14,840,639 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $13,475,900 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $14,169,511 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $13,024,355 |
Interest on participant loans | 2017-12-31 | $5,259 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $483,553 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $258,294 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $258,294 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,627,552 |
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 | Yes |
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 | $216,164 |
Employer contributions (assets) at end of year | 2017-12-31 | $51,978 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $54,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,359,722 |
Contract administrator fees | 2017-12-31 | $2,085 |
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 |
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 | CLARK NUBER, P.S |
Accountancy firm EIN | 2017-12-31 | 911194016 |
2016 : UNITED WAY OF KING COUNTY 403(B) PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $1,970,735 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $913,284 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $911,304 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,051,349 |
Value of total assets at end of year | 2016-12-31 | $13,475,900 |
Value of total assets at beginning of year | 2016-12-31 | $12,418,449 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,980 |
Total interest from all sources | 2016-12-31 | $4,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $199,657 |
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 | $199,657 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $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 |
Contributions received from participants | 2016-12-31 | $763,547 |
Participant contributions at end of year | 2016-12-31 | $113,436 |
Participant contributions at beginning of year | 2016-12-31 | $83,097 |
Participant contributions at end of year | 2016-12-31 | $25,655 |
Participant contributions at beginning of year | 2016-12-31 | $30,783 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $65,658 |
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 | $1,057,451 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $13,475,900 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,418,449 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $13,024,355 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,787,040 |
Interest on participant loans | 2016-12-31 | $4,606 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $258,294 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $395,768 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $395,768 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $715,120 |
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 | $222,144 |
Employer contributions (assets) at end of year | 2016-12-31 | $54,160 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $121,761 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $911,304 |
Contract administrator fees | 2016-12-31 | $1,980 |
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 |
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 | CLARK NUBER, P.S |
Accountancy firm EIN | 2016-12-31 | 911194016 |
2015 : UNITED WAY OF KING COUNTY 403(B) PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $1,071,786 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $386,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $384,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,154,255 |
Value of total assets at end of year | 2015-12-31 | $12,418,449 |
Value of total assets at beginning of year | 2015-12-31 | $11,733,110 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,911 |
Total interest from all sources | 2015-12-31 | $1,745 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $153,673 |
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 | $153,673 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $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 |
Contributions received from participants | 2015-12-31 | $789,698 |
Participant contributions at end of year | 2015-12-31 | $83,097 |
Participant contributions at end of year | 2015-12-31 | $30,783 |
Participant contributions at beginning of year | 2015-12-31 | $23,860 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $72,169 |
Administrative expenses (other) incurred | 2015-12-31 | $6 |
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 | $685,339 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,418,449 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,733,110 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,787,040 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,186,417 |
Interest on participant loans | 2015-12-31 | $1,733 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $395,768 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $398,209 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $398,209 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-237,887 |
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 | $292,388 |
Employer contributions (assets) at end of year | 2015-12-31 | $121,761 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $124,624 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $384,536 |
Contract administrator fees | 2015-12-31 | $1,905 |
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 |
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 | CLARK NUBER, P.S |
Accountancy firm EIN | 2015-12-31 | 911194016 |
2014 : UNITED WAY OF KING COUNTY 403(B) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,707,546 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $859,030 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $857,934 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $989,019 |
Value of total assets at end of year | 2014-12-31 | $11,733,110 |
Value of total assets at beginning of year | 2014-12-31 | $10,884,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,096 |
Total interest from all sources | 2014-12-31 | $38,447 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $162,345 |
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 | $162,345 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $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 |
Contributions received from participants | 2014-12-31 | $706,399 |
Participant contributions at end of year | 2014-12-31 | $23,860 |
Administrative expenses (other) incurred | 2014-12-31 | $1 |
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 | $848,516 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,733,110 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $10,884,594 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,186,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,264,459 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $398,209 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $431,125 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $431,125 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $38,447 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $517,735 |
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 | $282,620 |
Employer contributions (assets) at end of year | 2014-12-31 | $124,624 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $189,010 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $857,934 |
Contract administrator fees | 2014-12-31 | $1,095 |
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 |
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 | CLARK NUBER, P.S |
Accountancy firm EIN | 2014-12-31 | 911194016 |
2013 : UNITED WAY OF KING COUNTY 403(B) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $2,872,262 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,106,795 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,105,250 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,153,042 |
Value of total assets at end of year | 2013-12-31 | $10,884,594 |
Value of total assets at beginning of year | 2013-12-31 | $9,119,127 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,545 |
Total interest from all sources | 2013-12-31 | $12 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $116,775 |
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 | $116,775 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 |
Contributions received from participants | 2013-12-31 | $658,999 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $159,274 |
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 |
Value of net income/loss | 2013-12-31 | $1,765,467 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $10,884,594 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,119,127 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,264,459 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,593,582 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $431,125 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,380,769 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,380,769 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $12 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,602,433 |
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 | $334,769 |
Employer contributions (assets) at end of year | 2013-12-31 | $189,010 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $144,776 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,105,250 |
Contract administrator fees | 2013-12-31 | $1,545 |
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 |
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 | CLARK NUBER, P.S |
Accountancy firm EIN | 2013-12-31 | 911194016 |
2012 : UNITED WAY OF KING COUNTY 403(B) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $3,267,349 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $681,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $679,992 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,481,238 |
Value of total assets at end of year | 2012-12-31 | $9,119,127 |
Value of total assets at beginning of year | 2012-12-31 | $6,532,865 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,095 |
Total interest from all sources | 2012-12-31 | $47 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $123,143 |
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 | $123,143 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $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 | $677,509 |
Participant contributions at beginning of year | 2012-12-31 | $26,582 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,585,404 |
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 |
Value of net income/loss | 2012-12-31 | $2,586,262 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,119,127 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,532,865 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,593,582 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $5,411,880 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,380,769 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,047,714 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,047,714 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $47 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $662,921 |
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 |
Contributions received in cash from employer | 2012-12-31 | $218,325 |
Employer contributions (assets) at end of year | 2012-12-31 | $144,776 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $46,689 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $679,992 |
Contract administrator fees | 2012-12-31 | $1,095 |
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 |
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 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2012-12-31 | 910189318 |
2011 : UNITED WAY OF KING COUNTY 403(B) PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $673,614 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $426,938 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $425,858 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $812,706 |
Value of total assets at end of year | 2011-12-31 | $6,532,865 |
Value of total assets at beginning of year | 2011-12-31 | $6,286,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,080 |
Total interest from all sources | 2011-12-31 | $27 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $90,822 |
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 | $90,822 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $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 | $623,085 |
Participant contributions at end of year | 2011-12-31 | $26,582 |
Participant contributions at beginning of year | 2011-12-31 | $25,768 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,882 |
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 |
Value of net income/loss | 2011-12-31 | $246,676 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,532,865 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,286,189 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $5,411,880 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,341,072 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,047,714 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $868,314 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $868,314 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $27 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-229,941 |
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 |
Contributions received in cash from employer | 2011-12-31 | $184,739 |
Employer contributions (assets) at end of year | 2011-12-31 | $46,689 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $51,035 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $425,858 |
Contract administrator fees | 2011-12-31 | $1,080 |
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 |
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 | MOSS ADAMS, LLP |
Accountancy firm EIN | 2011-12-31 | 910189318 |
2010 : UNITED WAY OF KING COUNTY 403(B) PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,405,387 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $239,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $239,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $830,015 |
Value of total assets at end of year | 2010-12-31 | $6,286,189 |
Value of total assets at beginning of year | 2010-12-31 | $5,120,413 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2 |
Total interest from all sources | 2010-12-31 | $85 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $69,277 |
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 | $69,277 |
Was this plan covered by a fidelity bond | 2010-12-31 | No |
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 | $631,290 |
Participant contributions at end of year | 2010-12-31 | $25,768 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $5,629 |
Administrative expenses (other) incurred | 2010-12-31 | $2 |
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 |
Value of net income/loss | 2010-12-31 | $1,165,776 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,286,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,120,413 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,341,072 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,306,682 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $868,314 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $768,269 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $768,269 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $85 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $506,010 |
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 |
Contributions received in cash from employer | 2010-12-31 | $193,096 |
Employer contributions (assets) at end of year | 2010-12-31 | $51,035 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $45,462 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $239,609 |
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 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2010-12-31 | 910189318 |
2009 : UNITED WAY OF KING COUNTY 403(B) 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 |
2022: UNITED WAY OF KING COUNTY 403(B) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: UNITED WAY OF KING COUNTY 403(B) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: UNITED WAY OF KING COUNTY 403(B) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: UNITED WAY OF KING COUNTY 403(B) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: UNITED WAY OF KING COUNTY 403(B) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: UNITED WAY OF KING COUNTY 403(B) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: UNITED WAY OF KING COUNTY 403(B) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: UNITED WAY OF KING COUNTY 403(B) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: UNITED WAY OF KING COUNTY 403(B) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: UNITED WAY OF KING COUNTY 403(B) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: UNITED WAY OF KING COUNTY 403(B) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | Yes |
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 KING COUNTY 403(B) 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 KING COUNTY 403(B) 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 KING COUNTY 403(B) PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
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 |