UNITED WAY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY, INC.
| Measure | Date | Value |
|---|
| 2023 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,988,465 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $963,635 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $962,915 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of total corrective distributions | 2023-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $613,760 |
| Value of total assets at end of year | 2023-12-31 | $9,614,159 |
| Value of total assets at beginning of year | 2023-12-31 | $8,589,329 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $720 |
| Total interest from all sources | 2023-12-31 | $23,193 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2023-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2023-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $388,899 |
| Participant contributions at end of year | 2023-12-31 | $40,862 |
| Participant contributions at beginning of year | 2023-12-31 | $8,294 |
| Participant contributions at end of year | 2023-12-31 | $0 |
| Participant contributions at beginning of year | 2023-12-31 | $44,426 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $107,617 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2023-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $0 |
| Administrative expenses (other) incurred | 2023-12-31 | $720 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Income. Non cash contributions | 2023-12-31 | $0 |
| Value of net income/loss | 2023-12-31 | $1,024,830 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $9,614,159 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,589,329 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $8,243,067 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $7,051,793 |
| Interest on participant loans | 2023-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
| Interest earned on other investments | 2023-12-31 | $23,193 |
| Income. Interest from US Government securities | 2023-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2023-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2023-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $1,330,230 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $1,469,928 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
| Asset value of US Government securities at end of year | 2023-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $1,351,512 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2023-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $117,244 |
| Employer contributions (assets) at end of year | 2023-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $14,888 |
| Income. Dividends from preferred stock | 2023-12-31 | $0 |
| Income. Dividends from common stock | 2023-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $962,915 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2023-12-31 | 952036255 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $0 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,988,465 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $963,635 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $962,915 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $0 |
| Value of total corrective distributions | 2023-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $613,760 |
| Value of total assets at end of year | 2023-01-01 | $9,614,159 |
| Value of total assets at beginning of year | 2023-01-01 | $8,589,329 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $720 |
| Total interest from all sources | 2023-01-01 | $23,193 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $0 |
| Assets. Real estate other than employer real property at end of year | 2023-01-01 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2023-01-01 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-01-01 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $388,899 |
| Participant contributions at end of year | 2023-01-01 | $40,862 |
| Participant contributions at beginning of year | 2023-01-01 | $8,294 |
| Participant contributions at end of year | 2023-01-01 | $0 |
| Participant contributions at beginning of year | 2023-01-01 | $44,426 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $107,617 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-01-01 | $0 |
| Assets. Loans (other than to participants) at end of year | 2023-01-01 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2023-01-01 | $0 |
| Other income not declared elsewhere | 2023-01-01 | $0 |
| Administrative expenses (other) incurred | 2023-01-01 | $720 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Income. Non cash contributions | 2023-01-01 | $0 |
| Value of net income/loss | 2023-01-01 | $1,024,830 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $9,614,159 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $8,589,329 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Assets. partnership/joint venture interests at end of year | 2023-01-01 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $0 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $8,243,067 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $7,051,793 |
| Interest on participant loans | 2023-01-01 | $0 |
| Income. Interest from loans (other than to participants) | 2023-01-01 | $0 |
| Interest earned on other investments | 2023-01-01 | $23,193 |
| Income. Interest from US Government securities | 2023-01-01 | $0 |
| Income. Interest from corporate debt instruments | 2023-01-01 | $0 |
| Value of interest in master investment trust accounts at end of year | 2023-01-01 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-01-01 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-01-01 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $1,330,230 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $1,469,928 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-01-01 | $0 |
| Asset value of US Government securities at end of year | 2023-01-01 | $0 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $0 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $1,351,512 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $0 |
| Net gain/loss from 103.12 investment entities | 2023-01-01 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $117,244 |
| Employer contributions (assets) at end of year | 2023-01-01 | $0 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $14,888 |
| Income. Dividends from preferred stock | 2023-01-01 | $0 |
| Income. Dividends from common stock | 2023-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $962,915 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-01-01 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-01-01 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-01-01 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-01-01 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-01-01 | $0 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Aggregate proceeds on sale of assets | 2023-01-01 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2023-01-01 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2023-01-01 | 952036255 |
| 2022 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $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 | $-745,637 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $132,744 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $131,381 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $855,624 |
| Value of total assets at end of year | 2022-12-31 | $8,589,329 |
| Value of total assets at beginning of year | 2022-12-31 | $9,467,710 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,363 |
| Total interest from all sources | 2022-12-31 | $4,244 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $376,397 |
| Participant contributions at end of year | 2022-12-31 | $8,294 |
| Participant contributions at beginning of year | 2022-12-31 | $27,012 |
| Participant contributions at end of year | 2022-12-31 | $44,426 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $345,560 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,363 |
| 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 | $-878,381 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,589,329 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,467,710 |
| 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 pooled separate accounts at end of year | 2022-12-31 | $7,051,793 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $8,302,338 |
| Interest on participant loans | 2022-12-31 | $731 |
| Interest earned on other investments | 2022-12-31 | $3,513 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,469,928 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,138,360 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,605,505 |
| 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 | $133,667 |
| Employer contributions (assets) at end of year | 2022-12-31 | $14,888 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $131,381 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2022-12-31 | 952036255 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-745,637 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $132,744 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $131,381 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $855,624 |
| Value of total assets at end of year | 2022-01-01 | $8,589,329 |
| Value of total assets at beginning of year | 2022-01-01 | $9,467,710 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,363 |
| Total interest from all sources | 2022-01-01 | $4,244 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $376,397 |
| Participant contributions at end of year | 2022-01-01 | $8,294 |
| Participant contributions at beginning of year | 2022-01-01 | $27,012 |
| Participant contributions at end of year | 2022-01-01 | $44,426 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $345,560 |
| Administrative expenses (other) incurred | 2022-01-01 | $1,363 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-878,381 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $8,589,329 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $9,467,710 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $7,051,793 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $8,302,338 |
| Interest on participant loans | 2022-01-01 | $731 |
| Interest earned on other investments | 2022-01-01 | $3,513 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,469,928 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $1,138,360 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-1,605,505 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $133,667 |
| Employer contributions (assets) at end of year | 2022-01-01 | $14,888 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $131,381 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2022-01-01 | 952036255 |
| 2021 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 | $1,891,953 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $486,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $484,514 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $636,623 |
| Value of total assets at end of year | 2021-12-31 | $9,467,710 |
| Value of total assets at beginning of year | 2021-12-31 | $8,062,058 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,787 |
| Total interest from all sources | 2021-12-31 | $11,095 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $391,744 |
| Participant contributions at end of year | 2021-12-31 | $27,012 |
| Participant contributions at beginning of year | 2021-12-31 | $20,196 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $131,896 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,787 |
| 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 | $1,405,652 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,467,710 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,062,058 |
| 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 | $8,302,338 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,028,584 |
| Interest on participant loans | 2021-12-31 | $0 |
| Interest earned on other investments | 2021-12-31 | $11,095 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,138,360 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,013,278 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,013,278 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,244,235 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $112,983 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $484,514 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2021-12-31 | 952033625 |
| 2020 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 | $1,800,593 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $740,234 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $738,507 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $665,493 |
| Value of total assets at end of year | 2020-12-31 | $8,062,058 |
| Value of total assets at beginning of year | 2020-12-31 | $7,001,699 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,727 |
| Total interest from all sources | 2020-12-31 | $10,060 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| 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 | $367,357 |
| Participant contributions at end of year | 2020-12-31 | $20,196 |
| Participant contributions at beginning of year | 2020-12-31 | $67,599 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $186,648 |
| Other income not declared elsewhere | 2020-12-31 | $0 |
| Administrative expenses (other) incurred | 2020-12-31 | $1,727 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,060,359 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,062,058 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,001,699 |
| 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 | $7,028,584 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,983,846 |
| Interest on participant loans | 2020-12-31 | $0 |
| Interest earned on other investments | 2020-12-31 | $10,060 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,013,278 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $950,254 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $950,254 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,125,040 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $111,488 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $738,507 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2020-12-31 | 952036255 |
| 2019 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| 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 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 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 | $1,812,402 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,812,402 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $258,143 |
| Total of all expenses incurred | 2019-12-31 | $258,143 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $256,475 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $256,475 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $606,135 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $606,135 |
| Value of total assets at end of year | 2019-12-31 | $7,001,699 |
| Value of total assets at end of year | 2019-12-31 | $7,001,699 |
| Value of total assets at beginning of year | 2019-12-31 | $5,447,440 |
| Value of total assets at beginning of year | 2019-12-31 | $5,447,440 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,668 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,668 |
| Total interest from all sources | 2019-12-31 | $15,652 |
| Total interest from all sources | 2019-12-31 | $15,652 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $289,301 |
| Contributions received from participants | 2019-12-31 | $289,301 |
| Participant contributions at end of year | 2019-12-31 | $67,599 |
| Participant contributions at end of year | 2019-12-31 | $67,599 |
| Participant contributions at beginning of year | 2019-12-31 | $42,188 |
| Participant contributions at beginning of year | 2019-12-31 | $42,188 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $238,189 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $238,189 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,668 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,668 |
| 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 |
| 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 | $1,554,259 |
| Value of net income/loss | 2019-12-31 | $1,554,259 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,001,699 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,001,699 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,447,440 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,447,440 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| 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 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 |
| 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 | $5,983,846 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,983,846 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,640,229 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,640,229 |
| Interest on participant loans | 2019-12-31 | $0 |
| Interest on participant loans | 2019-12-31 | $0 |
| Interest earned on other investments | 2019-12-31 | $15,652 |
| Interest earned on other investments | 2019-12-31 | $15,652 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $950,254 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $950,254 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $765,023 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $765,023 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $765,023 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $765,023 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,190,615 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,190,615 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| 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 | $78,645 |
| Contributions received in cash from employer | 2019-12-31 | $78,645 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $256,475 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $256,475 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 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 |
| 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 |
| 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 |
| 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 |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm name | 2019-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2019-12-31 | 952036255 |
| Accountancy firm EIN | 2019-12-31 | 952036255 |
| 2018 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 | $29,663 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $453,601 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $452,135 |
| Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $401,589 |
| Value of total assets at end of year | 2018-12-31 | $5,447,440 |
| Value of total assets at beginning of year | 2018-12-31 | $5,871,378 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,466 |
| Total interest from all sources | 2018-12-31 | $8,804 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
| 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 | $300,571 |
| Participant contributions at end of year | 2018-12-31 | $42,188 |
| Participant contributions at beginning of year | 2018-12-31 | $101,547 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $3,537 |
| Other income not declared elsewhere | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $1,466 |
| 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 | $-423,938 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,447,440 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,871,378 |
| 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 | $4,640,229 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,954,301 |
| Interest on participant loans | 2018-12-31 | $0 |
| Interest earned on other investments | 2018-12-31 | $8,804 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $765,023 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $815,530 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $815,530 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-380,730 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $97,481 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $452,135 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2018-12-31 | 952036255 |
| 2017 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 | $1,051,508 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $620,044 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $618,654 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $279,162 |
| Value of total assets at end of year | 2017-12-31 | $5,871,378 |
| Value of total assets at beginning of year | 2017-12-31 | $5,439,914 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,390 |
| Total interest from all sources | 2017-12-31 | $10,247 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $213,511 |
| Participant contributions at end of year | 2017-12-31 | $101,547 |
| Participant contributions at beginning of year | 2017-12-31 | $141,023 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Other income not declared elsewhere | 2017-12-31 | $12 |
| Administrative expenses (other) incurred | 2017-12-31 | $1,390 |
| 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 | $431,464 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,871,378 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,439,914 |
| 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 pooled separate accounts at end of year | 2017-12-31 | $4,954,301 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $4,163,906 |
| Interest on participant loans | 2017-12-31 | $5,471 |
| Interest earned on other investments | 2017-12-31 | $4,776 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $815,530 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,134,985 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,134,985 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $762,087 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $65,651 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $618,654 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2017-12-31 | 952036255 |
| 2016 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 | $622,183 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $377,857 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $376,396 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $271,230 |
| Value of total assets at end of year | 2016-12-31 | $5,439,914 |
| Value of total assets at beginning of year | 2016-12-31 | $5,195,588 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,461 |
| Total interest from all sources | 2016-12-31 | $11,166 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $201,432 |
| Participant contributions at end of year | 2016-12-31 | $141,023 |
| Participant contributions at beginning of year | 2016-12-31 | $141,778 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
| Other income not declared elsewhere | 2016-12-31 | $0 |
| Administrative expenses (other) incurred | 2016-12-31 | $1,461 |
| 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 | $244,326 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,439,914 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,195,588 |
| 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 | $4,163,906 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,117,753 |
| Interest on participant loans | 2016-12-31 | $5,537 |
| Interest earned on other investments | 2016-12-31 | $5,629 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $1,134,985 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $936,057 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $339,787 |
| 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 | $69,798 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $376,396 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2016-12-31 | 952036255 |
| 2015 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 | $262,894 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $719,891 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $719,075 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $269,963 |
| Value of total assets at end of year | 2015-12-31 | $5,195,588 |
| Value of total assets at beginning of year | 2015-12-31 | $5,652,585 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $816 |
| Total interest from all sources | 2015-12-31 | $11,653 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $206,487 |
| Participant contributions at end of year | 2015-12-31 | $141,778 |
| Participant contributions at beginning of year | 2015-12-31 | $177,643 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
| Other income not declared elsewhere | 2015-12-31 | $0 |
| Administrative expenses (other) incurred | 2015-12-31 | $816 |
| 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 | $-456,997 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,195,588 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,652,585 |
| 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 | $4,117,753 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,435,935 |
| Interest on participant loans | 2015-12-31 | $5,711 |
| Interest earned on other investments | 2015-12-31 | $5,942 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $936,057 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $1,039,007 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-18,722 |
| 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 | $63,476 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $719,075 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2015-12-31 | 952036255 |
| 2014 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 | $832,286 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $258,579 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $248,764 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $534,394 |
| Value of total assets at end of year | 2014-12-31 | $5,652,585 |
| Value of total assets at beginning of year | 2014-12-31 | $5,078,878 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $9,815 |
| Total interest from all sources | 2014-12-31 | $11,996 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
| 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 | $225,624 |
| Participant contributions at end of year | 2014-12-31 | $177,643 |
| Participant contributions at beginning of year | 2014-12-31 | $125,832 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $238,261 |
| Other income not declared elsewhere | 2014-12-31 | $4,104 |
| Administrative expenses (other) incurred | 2014-12-31 | $9,815 |
| 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 | $573,707 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,652,585 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,078,878 |
| 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 | $4,435,935 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,953,603 |
| Interest on participant loans | 2014-12-31 | $0 |
| Interest earned on other investments | 2014-12-31 | $11,996 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $1,039,007 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $999,443 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $281,792 |
| 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 | $70,509 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $248,764 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2014-12-31 | 952036255 |
| 2013 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 | $1,030,400 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $268,384 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $251,485 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $247,192 |
| Value of total assets at end of year | 2013-12-31 | $5,078,878 |
| Value of total assets at beginning of year | 2013-12-31 | $4,316,862 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $16,899 |
| Total interest from all sources | 2013-12-31 | $12,323 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
| 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 | $180,468 |
| Participant contributions at end of year | 2013-12-31 | $125,831 |
| Participant contributions at beginning of year | 2013-12-31 | $116,306 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,797 |
| Other income not declared elsewhere | 2013-12-31 | $0 |
| Administrative expenses (other) incurred | 2013-12-31 | $16,899 |
| 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 | $762,016 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,078,878 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,316,862 |
| 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 | $3,953,604 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,202,110 |
| Interest on participant loans | 2013-12-31 | $0 |
| Interest earned on other investments | 2013-12-31 | $12,323 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $999,443 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $998,446 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $770,885 |
| 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 | $62,927 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $251,485 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2013-12-31 | 952036255 |
| 2012 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $646,782 |
| Total of all expenses incurred | 2012-12-31 | $351,657 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $315,859 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $245,866 |
| Value of total assets at end of year | 2012-12-31 | $4,316,862 |
| Value of total assets at beginning of year | 2012-12-31 | $4,021,737 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $35,798 |
| Total interest from all sources | 2012-12-31 | $17,426 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
| 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 | $176,171 |
| Participant contributions at end of year | 2012-12-31 | $116,306 |
| Participant contributions at beginning of year | 2012-12-31 | $86,701 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
| Other income not declared elsewhere | 2012-12-31 | $16,330 |
| Administrative expenses (other) incurred | 2012-12-31 | $35,798 |
| 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 | $295,125 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,316,862 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,021,737 |
| 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 | $3,202,110 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,956,190 |
| Interest on participant loans | 2012-12-31 | $0 |
| Interest earned on other investments | 2012-12-31 | $17,426 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $998,446 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $978,846 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $367,160 |
| 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 | $69,695 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $315,859 |
| 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 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2012-12-31 | 952036255 |
| 2011 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 | $407,002 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $340,928 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $310,503 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $415,768 |
| Value of total assets at end of year | 2011-12-31 | $4,021,737 |
| Value of total assets at beginning of year | 2011-12-31 | $3,955,663 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $30,425 |
| Total interest from all sources | 2011-12-31 | $20,084 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
| 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 | $202,817 |
| Participant contributions at end of year | 2011-12-31 | $86,701 |
| Participant contributions at beginning of year | 2011-12-31 | $116,129 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $138,648 |
| Other income not declared elsewhere | 2011-12-31 | $22,099 |
| Administrative expenses (other) incurred | 2011-12-31 | $30,425 |
| 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 | $66,074 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,021,737 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,955,663 |
| 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 | $2,956,190 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,984,840 |
| Interest on participant loans | 2011-12-31 | $0 |
| Interest earned on other investments | 2011-12-31 | $20,084 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $978,846 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $854,694 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-50,949 |
| 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 | Yes |
| 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 | $74,303 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $310,503 |
| 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 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2011-12-31 | 952036255 |
| 2010 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $855,342 |
| Total of all expenses incurred | 2010-12-31 | $551,730 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $529,538 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $379,599 |
| Value of total assets at end of year | 2010-12-31 | $3,955,663 |
| Value of total assets at beginning of year | 2010-12-31 | $3,652,051 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $22,192 |
| Total interest from all sources | 2010-12-31 | $27,754 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $275,115 |
| Participant contributions at end of year | 2010-12-31 | $116,129 |
| Participant contributions at beginning of year | 2010-12-31 | $171,825 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $10,344 |
| Other income not declared elsewhere | 2010-12-31 | $9,793 |
| Administrative expenses (other) incurred | 2010-12-31 | $22,192 |
| 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 | $303,612 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,955,663 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,652,051 |
| 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 | $2,984,840 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,598,998 |
| Interest earned on other investments | 2010-12-31 | $27,754 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $854,694 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $881,228 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $438,196 |
| 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 | $94,140 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $529,538 |
| 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 | MILLER, KAPLAN, ARASE AND CO., LLP |
| Accountancy firm EIN | 2010-12-31 | 952036255 |
| 2009 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 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 |
