?>
Logo

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNITED WAY OF THE COLUMBIA-WILLAMET TE has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE COLUMBIA-WILLAMET TE
Employer identification number (EIN):930582124
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01KORI GREGG2022-07-25
0032020-01-01KORI GREGG2021-07-27
0032019-01-01KORI GREGG2020-07-22
0032018-01-01KATHY GRIMM2019-07-22
0032017-01-01KATHLEEN GRIMM2018-06-08
0032016-01-01KATHY GRIMM2017-06-14
0032015-01-01KATHY GRIMM2016-07-18
0032014-01-01CAROL FRYE2015-07-23
0032013-01-01CAROL FRYE2014-04-15
0032012-01-01CAROL FRYE2013-07-17
0032011-01-01CAROL FRYE2012-06-12
0032010-01-01CAROL FRYE2011-07-19 CAROL FRYE2011-07-19

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE

Measure Date Value
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 401k membership
Total participants, beginning-of-year2022-01-0199
Total number of active participants reported on line 7a of the Form 55002022-01-0144
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01108
Number of participants with account balances2022-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE

Measure Date Value
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 401k financial data
Total income from all sources2022-12-31$-896,523
Expenses. Total of all expenses incurred2022-12-31$341,842
Benefits paid (including direct rollovers)2022-12-31$341,646
Total plan assets at end of year2022-12-31$5,475,131
Total plan assets at beginning of year2022-12-31$6,713,496
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$178,068
Expenses. Other expenses not covered elsewhere2022-12-31$196
Contributions received from other sources (not participants or employers)2022-12-31$844
Other income received2022-12-31$-1,153,881
Net income (gross income less expenses)2022-12-31$-1,238,365
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,475,131
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,713,496
Total contributions received or receivable from employer(s)2022-12-31$78,446

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE

2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number913520
Policy instance 1
Insurance contract or identification number913520
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $713
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees713
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3