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Plan Name | EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | UNITED WAY OF THE COLUMBIA-WILLAMET TE |
Employer identification number (EIN): | 930582124 |
NAIC Classification: | 624200 |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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003 | 2022-01-01 | ||||
003 | 2021-01-01 | KORI GREGG | 2022-07-25 | ||
003 | 2020-01-01 | KORI GREGG | 2021-07-27 | ||
003 | 2019-01-01 | KORI GREGG | 2020-07-22 | ||
003 | 2018-01-01 | KATHY GRIMM | 2019-07-22 | ||
003 | 2017-01-01 | KATHLEEN GRIMM | 2018-06-08 | ||
003 | 2016-01-01 | KATHY GRIMM | 2017-06-14 | ||
003 | 2015-01-01 | KATHY GRIMM | 2016-07-18 | ||
003 | 2014-01-01 | CAROL FRYE | 2015-07-23 | ||
003 | 2013-01-01 | CAROL FRYE | 2014-04-15 | ||
003 | 2012-01-01 | CAROL FRYE | 2013-07-17 | ||
003 | 2011-01-01 | CAROL FRYE | 2012-06-12 | ||
003 | 2010-01-01 | CAROL FRYE | 2011-07-19 | CAROL FRYE | 2011-07-19 |
Measure | Date | Value |
---|---|---|
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 44 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 60 |
Total of all active and inactive participants | 2022-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 108 |
Number of participants with account balances | 2022-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-896,523 |
Expenses. Total of all expenses incurred | 2022-12-31 | $341,842 |
Benefits paid (including direct rollovers) | 2022-12-31 | $341,646 |
Total plan assets at end of year | 2022-12-31 | $5,475,131 |
Total plan assets at beginning of year | 2022-12-31 | $6,713,496 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Total contributions received or receivable from participants | 2022-12-31 | $178,068 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $196 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $844 |
Other income received | 2022-12-31 | $-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 |
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 form 5500 responses | ||
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 913520 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||
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