DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 401k Plan overview

DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. Benefits

401k Sponsoring company profile

Company Name:	UNITED WAY OF THE GREATER CAPITAL REGION, INC.
Employer identification number (EIN):	141364505
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF THE GREATER CAPITAL REGION, INC.

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1949-12-19
Company Identification Number:	74166
Legal Registered Office Address:	615 FRANKLIN STREET SUITE 102 Schenectady SCHENECTADY United States of America (USA) 12305

More information about UNITED WAY OF THE GREATER CAPITAL REGION, INC.

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	DAVID SCOTT	2017-10-09	DAVID SCOTT	2017-10-09
001	2015-01-01	DANIEL KILMARTIN	2016-10-04	DANIEL KILMARTIN	2016-10-04
001	2014-01-01	DAN KILMARTIN	2015-10-06	DAN KILMARTIN	2015-10-06
001	2013-01-01	DAN KILMARTIN	2014-10-09	DAN KILMARTIN	2014-10-09
001	2012-01-01	MICHELE HANNAH	2013-10-01	MICHELE HANNAH	2013-10-01
001	2011-01-01	MICHELE HANNAH	2012-10-10
001	2009-01-01	MICHELE HANNAH

Plan Statistics for DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC.

Measure	Date	Value
2016: DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2016 401k membership
Market value of plan assets	2016-12-31	1,184,066
Acturial value of plan assets	2016-12-31	1,215,696
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	21
Fundng target for terminated vested participants	2016-12-31	477,649
Active participant vested funding target	2016-12-31	572,254
Number of active participants	2016-12-31	11
Total funding liabilities for active participants	2016-12-31	572,254
Total participant count	2016-12-31	32
Total funding target for all participants	2016-12-31	1,049,903
Balance at beginning of prior year after applicable adjustments	2016-12-31	47,990
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	213,111
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	47,033
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	957
Amount remaining of prefunding balance	2016-12-31	213,111
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	966
Balance of prefunding at beginning of current year	2016-12-31	215,199
Total employer contributions	2016-12-31	297,000
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	288,845
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	5,260
Net shortfall amortization installment of oustanding balance	2016-12-31	50,372
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	35,458
Carryover balance elected to use to offset funding requirement	2016-12-31	966
Prefunding balance elected to use to offset funding requirement	2016-12-31	11,034
Additional cash requirement	2016-12-31	23,458
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	288,845
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	20
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	20
Total of all active and inactive participants	2009-01-01	40
Total participants	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC.

Form 5500 Responses for DEFINED BENEFIT PLAN OF UNITED WAY OF THE GREATER CAPITAL REGION, INC.

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