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DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 401k Plan overview

Plan NameDEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC.
Plan identification number 002

DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED WAY OF VENANGO COUNTY, INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF VENANGO COUNTY, INC
Employer identification number (EIN):251219187
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01WILLIAM PRICE2022-04-11
0022020-01-01WILLIAM PRICE2021-04-09
0022018-01-01WILLIAM PRICE2019-08-21
0022017-01-01WILLIAM PRICE2018-06-08 WILLIAM PRICE2018-06-08
0022016-01-01WILLIAM J. PRICE
0022015-01-01WILLIAM J. PRICE
0022014-01-01A. JANE KLINGER
0022013-01-01A. JANE KLINGER
0022012-01-01A. JANE KLINGER
0022011-01-01A. JANE KLINGER
0022010-01-01A. JANE KLINGER
0022009-01-01A. JANE KLINGER
0022009-01-01A. JANE KLINGER

Plan Statistics for DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC.

401k plan membership statisitcs for DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC.

Measure Date Value
2016: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-012
Total number of active participants reported on line 7a of the Form 55002016-01-011
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011
Number of participants with account balances2016-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012
Number of participants with account balances2014-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-011
Total number of active participants reported on line 7a of the Form 55002013-01-012
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-012
Number of participants with account balances2013-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-012
Total number of active participants reported on line 7a of the Form 55002012-01-011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011
Number of participants with account balances2012-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-012
Total number of active participants reported on line 7a of the Form 55002011-01-012
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012
Number of participants with account balances2011-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-012
Total number of active participants reported on line 7a of the Form 55002010-01-012
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-012
Number of participants with account balances2010-01-012
2009: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-012
Total number of active participants reported on line 7a of the Form 55002009-01-012
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012
Number of participants with account balances2009-01-012

Financial Data on DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC.

Measure Date Value
2016 : DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2016 401k financial data
Total income from all sources2016-12-31$5,384
Expenses. Total of all expenses incurred2016-12-31$86,390
Benefits paid (including direct rollovers)2016-12-31$86,360
Total plan assets at end of year2016-12-31$7,043
Total plan assets at beginning of year2016-12-31$88,049
Expenses. Other expenses not covered elsewhere2016-12-31$30
Other income received2016-12-31$1,037
Net income (gross income less expenses)2016-12-31$-81,006
Net plan assets at end of year (total assets less liabilities)2016-12-31$7,043
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$88,049
Total contributions received or receivable from employer(s)2016-12-31$4,347
2015 : DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2015 401k financial data
Total income from all sources2015-12-31$6,490
Expenses. Total of all expenses incurred2015-12-31$30
Total plan assets at end of year2015-12-31$88,049
Total plan assets at beginning of year2015-12-31$81,589
Expenses. Other expenses not covered elsewhere2015-12-31$30
Other income received2015-12-31$736
Net income (gross income less expenses)2015-12-31$6,460
Net plan assets at end of year (total assets less liabilities)2015-12-31$88,049
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$81,589
Total contributions received or receivable from employer(s)2015-12-31$5,754
2014 : DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2014 401k financial data
Total income from all sources2014-12-31$6,142
Expenses. Total of all expenses incurred2014-12-31$24
Total plan assets at end of year2014-12-31$81,589
Total plan assets at beginning of year2014-12-31$75,471
Expenses. Other expenses not covered elsewhere2014-12-31$24
Other income received2014-12-31$856
Net income (gross income less expenses)2014-12-31$6,118
Net plan assets at end of year (total assets less liabilities)2014-12-31$81,589
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$75,471
Total contributions received or receivable from employer(s)2014-12-31$5,286
2013 : DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2013 401k financial data
Total income from all sources2013-12-31$4,665
Expenses. Total of all expenses incurred2013-12-31$24
Total plan assets at end of year2013-12-31$75,471
Total plan assets at beginning of year2013-12-31$70,830
Expenses. Other expenses not covered elsewhere2013-12-31$24
Net income (gross income less expenses)2013-12-31$4,641
Net plan assets at end of year (total assets less liabilities)2013-12-31$75,471
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$70,830
Total contributions received or receivable from employer(s)2013-12-31$4,665
2012 : DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2012 401k financial data
Total income from all sources2012-12-31$6,396
Expenses. Total of all expenses incurred2012-12-31$39,802
Benefits paid (including direct rollovers)2012-12-31$39,762
Total plan assets at end of year2012-12-31$70,830
Total plan assets at beginning of year2012-12-31$104,236
Expenses. Other expenses not covered elsewhere2012-12-31$40
Other income received2012-12-31$1,559
Net income (gross income less expenses)2012-12-31$-33,406
Net plan assets at end of year (total assets less liabilities)2012-12-31$70,830
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$104,236
Total contributions received or receivable from employer(s)2012-12-31$4,837
2011 : DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2011 401k financial data
Total income from all sources2011-12-31$7,599
Expenses. Total of all expenses incurred2011-12-31$48
Total plan assets at end of year2011-12-31$104,236
Total plan assets at beginning of year2011-12-31$96,685
Assets. Value of loans (other than to participants)2011-12-31$104,236
Expenses. Other expenses not covered elsewhere2011-12-31$48
Noncash contributions received2011-12-31$1,990
Net income (gross income less expenses)2011-12-31$7,551
Net plan assets at end of year (total assets less liabilities)2011-12-31$104,236
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$96,685
Total contributions received or receivable from employer(s)2011-12-31$5,609
2010 : DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2010 401k financial data
Total income from all sources2010-12-31$8,141
Expenses. Total of all expenses incurred2010-12-31$48
Total plan assets at end of year2010-12-31$96,685
Total plan assets at beginning of year2010-12-31$88,592
Assets. Value of loans (other than to participants)2010-12-31$96,685
Expenses. Other expenses not covered elsewhere2010-12-31$48
Noncash contributions received2010-12-31$2,546
Net income (gross income less expenses)2010-12-31$8,093
Net plan assets at end of year (total assets less liabilities)2010-12-31$96,685
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$88,592
Total contributions received or receivable from employer(s)2010-12-31$5,595

Form 5500 Responses for DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC.

2016: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: DEFINED CONTRIBUTION FOR EMPLOYEES OF THE UNITED WAY OF VENANGO COUNTY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051934-K
Policy instance 1
Insurance contract or identification number051934-K
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5
Welfare Benefit Premiums Paid to CarrierUSD $32
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker namePATRICK RING
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051934-K
Policy instance 1
Insurance contract or identification number051934-K
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker namePATRICK RING
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051-934-K-03
Policy instance 1
Insurance contract or identification number051-934-K-03
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $22
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker namePATRICK RING
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051-934-K-03
Policy instance 1
Insurance contract or identification number051-934-K-03
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $7
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker namePATRICK RING
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051-934-K-03
Policy instance 1
Insurance contract or identification number051-934-K-03
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $9
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number051-934-K-03
Policy instance 1
Insurance contract or identification number051-934-K-03
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $9
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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