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403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 401k Plan overview

Plan Name403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH
Plan identification number 002

403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

UNITED WAY OF CENTRAL & SOUTHERN UTAH has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL & SOUTHERN UTAH
Employer identification number (EIN):942851681
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022020-01-01
0022019-01-01ARNOLYN GORDON2020-09-09 ARNOLYN GORDON2020-09-09
0022018-01-01
0022017-01-01ARNOLYN GORDON
0022016-01-01ARNOLYN GORDON
0022015-01-01ARNOLYN GORDON
0022014-01-01ARNOLYN GORDON
0022013-01-01ARNOLYN GORDON
0022012-01-01ARNOLYN GORDON
0022011-01-01ARNOLYN GORDON
0022010-01-01ARNOLYN GORDON
0022009-01-01ARNOLYN GORDON

Financial Data on 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH

Measure Date Value
2020 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2020 401k financial data
Total income from all sources2020-12-31$413
Expenses. Total of all expenses incurred2020-12-31$8,423
Benefits paid (including direct rollovers)2020-12-31$8,423
Total plan assets at end of year2020-12-31$0
Total plan assets at beginning of year2020-12-31$8,010
Other income received2020-12-31$413
Net income (gross income less expenses)2020-12-31$-8,010
Net plan assets at end of year (total assets less liabilities)2020-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$8,010
2018 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2018 401k financial data
Total income from all sources2018-12-31$-212
Total plan assets at end of year2018-12-31$7,391
Total plan assets at beginning of year2018-12-31$7,603
Other income received2018-12-31$-212
Net income (gross income less expenses)2018-12-31$-212
Net plan assets at end of year (total assets less liabilities)2018-12-31$7,391
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,603
2017 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2017 401k financial data
Total income from all sources2017-12-31$331
Total plan assets at end of year2017-12-31$7,603
Total plan assets at beginning of year2017-12-31$7,272
Other income received2017-12-31$331
Net income (gross income less expenses)2017-12-31$331
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,603
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$7,272
2016 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2016 401k financial data
Total income from all sources2016-12-31$219
Total plan assets at end of year2016-12-31$7,272
Total plan assets at beginning of year2016-12-31$7,053
Other income received2016-12-31$219
Net income (gross income less expenses)2016-12-31$219
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,272
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$7,053
2015 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2015 401k financial data
Total income from all sources2015-12-31$-64
Total plan assets at end of year2015-12-31$7,053
Total plan assets at beginning of year2015-12-31$7,117
Other income received2015-12-31$-64
Net income (gross income less expenses)2015-12-31$-64
Net plan assets at end of year (total assets less liabilities)2015-12-31$7,053
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,117
2014 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2014 401k financial data
Total income from all sources2014-12-31$336
Total plan assets at end of year2014-12-31$7,117
Total plan assets at beginning of year2014-12-31$6,781
Other income received2014-12-31$336
Net income (gross income less expenses)2014-12-31$336
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,117
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$6,781
2013 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2013 401k financial data
Total income from all sources2013-12-31$76
Total plan assets at end of year2013-12-31$6,781
Total plan assets at beginning of year2013-12-31$6,705
Other income received2013-12-31$76
Net income (gross income less expenses)2013-12-31$76
Net plan assets at end of year (total assets less liabilities)2013-12-31$6,781
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,705
2012 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2012 401k financial data
Total income from all sources2012-12-31$473
Expenses. Total of all expenses incurred2012-12-31$1,087
Total plan assets at end of year2012-12-31$6,705
Total plan assets at beginning of year2012-12-31$7,319
Expenses. Other expenses not covered elsewhere2012-12-31$1,087
Other income received2012-12-31$473
Net income (gross income less expenses)2012-12-31$-614
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,705
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$7,319
2011 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2011 401k financial data
Total income from all sources2011-12-31$236
Expenses. Total of all expenses incurred2011-12-31$10
Total plan assets at end of year2011-12-31$7,319
Total plan assets at beginning of year2011-12-31$7,093
Expenses. Other expenses not covered elsewhere2011-12-31$10
Other income received2011-12-31$236
Net income (gross income less expenses)2011-12-31$226
Net plan assets at end of year (total assets less liabilities)2011-12-31$7,319
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$7,093
2010 : 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2010 401k financial data
Total income from all sources2010-12-31$692
Expenses. Total of all expenses incurred2010-12-31$5,611
Benefits paid (including direct rollovers)2010-12-31$5,602
Total plan assets at end of year2010-12-31$7,093
Total plan assets at beginning of year2010-12-31$12,012
Expenses. Other expenses not covered elsewhere2010-12-31$9
Other income received2010-12-31$692
Net income (gross income less expenses)2010-12-31$-4,919
Net plan assets at end of year (total assets less liabilities)2010-12-31$7,093
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$12,012

Form 5500 Responses for 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH

2020: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2018: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 403(B) PLAN OF UNITED WAY OF CENTRAL AND SOUTHERN UTAH 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number052664-B
Policy instance 1

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