401k Plan data: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN plan

UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 401k Plan overview

Plan Name	UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN
Plan identification number	001

UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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 TRUMBULL COUNTY has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF TRUMBULL COUNTY

Employer identification number (EIN): 341083629

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF TRUMBULL COUNTY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1970-06-29

Company Identification Number: 399286

Legal Registered Office Address: 6655 LAKEVIEW
-
KINSMAN
United States of America (USA)
44428

More information about UNITED WAY OF TRUMBULL COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 VIRGINIA PASHA
001 2017-01-01 VIRGINIA PASHA
001 2016-01-01 VIRGINIA PASHA
001 2015-01-01 VIRGINIA PASHA
001 2014-01-01 VIRGINIA PASHA
001 2013-01-01 VIRGINIA PASHA
001 2012-01-01 VIRGINIA PASHA
001 2011-01-01 THOMAS KRYSIEK
001 2010-01-01 THOMAS KRYSIEK
001 2009-01-01 THOMAS KRYSIEK

Plan Statistics for UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN

401k plan membership statisitcs for UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN

Measure Date Value
2022: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 6
Total of all active and inactive participants 2022-01-01 7
Total participants 2022-01-01 7
Number of participants with account balances 2022-01-01 7
2021: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 10
Total participants 2021-01-01 10
Number of participants with account balances 2021-01-01 10
2020: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 5
Total of all active and inactive participants 2020-01-01 10
Total participants 2020-01-01 10
Number of participants with account balances 2020-01-01 10
2019: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 5
Total of all active and inactive participants 2019-01-01 10
Total participants 2019-01-01 10
Number of participants with account balances 2019-01-01 10
2018: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 6
Total of all active and inactive participants 2018-01-01 11
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 11
2017: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 12
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 12
2016: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 7
Total of all active and inactive participants 2016-01-01 11
Total participants 2016-01-01 11
Number of participants with account balances 2016-01-01 11
2015: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 11
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 11
2014: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 7
Total of all active and inactive participants 2014-01-01 11
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
2013: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 12
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
2012: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 12
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
2011: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 13
Total participants 2011-01-01 13
Number of participants with account balances 2011-01-01 13
2010: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 6
Number of other retired or separated participants entitled to future benefits 2010-01-01 7
Total of all active and inactive participants 2010-01-01 13
Total participants 2010-01-01 13
Number of participants with account balances 2010-01-01 13
2009: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 14
Total participants 2009-01-01 14
Number of participants with account balances 2009-01-01 14

Measure	Date	Value
2022: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	6
Total of all active and inactive participants	2022-01-01	7
Total participants	2022-01-01	7
Number of participants with account balances	2022-01-01	7
2021: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	10
Total participants	2021-01-01	10
Number of participants with account balances	2021-01-01	10
2020: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	5
Total of all active and inactive participants	2020-01-01	10
Total participants	2020-01-01	10
Number of participants with account balances	2020-01-01	10
2019: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	5
Total of all active and inactive participants	2019-01-01	10
Total participants	2019-01-01	10
Number of participants with account balances	2019-01-01	10
2018: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	6
Total of all active and inactive participants	2018-01-01	11
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	11
2017: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	12
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	12
2016: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	7
Total of all active and inactive participants	2016-01-01	11
Total participants	2016-01-01	11
Number of participants with account balances	2016-01-01	11
2015: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	11
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	11
2014: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	7
Total of all active and inactive participants	2014-01-01	11
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
2013: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	12
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
2012: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	12
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
2011: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	13
Total participants	2011-01-01	13
Number of participants with account balances	2011-01-01	13
2010: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	6
Number of other retired or separated participants entitled to future benefits	2010-01-01	7
Total of all active and inactive participants	2010-01-01	13
Total participants	2010-01-01	13
Number of participants with account balances	2010-01-01	13
2009: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	14
Total participants	2009-01-01	14
Number of participants with account balances	2009-01-01	14

Financial Data on UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN

Measure	Date	Value
2022 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-45,283
Expenses. Total of all expenses incurred	2022-12-31	$309,742
Benefits paid (including direct rollovers)	2022-12-31	$309,706
Total plan assets at end of year	2022-12-31	$164,752
Total plan assets at beginning of year	2022-12-31	$519,777
Value of fidelity bond covering the plan	2022-12-31	$125,000
Other income received	2022-12-31	$-51,977
Net income (gross income less expenses)	2022-12-31	$-355,025
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$164,752
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$519,777
Total contributions received or receivable from employer(s)	2022-12-31	$6,694
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$36
2021 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$46,094
Expenses. Total of all expenses incurred	2021-12-31	$72
Total plan assets at end of year	2021-12-31	$519,777
Total plan assets at beginning of year	2021-12-31	$473,755
Value of fidelity bond covering the plan	2021-12-31	$125,000
Other income received	2021-12-31	$35,799
Net income (gross income less expenses)	2021-12-31	$46,022
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$519,777
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$473,755
Total contributions received or receivable from employer(s)	2021-12-31	$10,295
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$72
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$10,295
Amount contributed by the employer to the plan for this plan year	2021-12-31	$10,295
2020 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$48,861
Expenses. Total of all expenses incurred	2020-12-31	$72
Benefits paid (including direct rollovers)	2020-12-31	$0
Total plan assets at end of year	2020-12-31	$473,755
Total plan assets at beginning of year	2020-12-31	$424,966
Value of fidelity bond covering the plan	2020-12-31	$125,000
Other income received	2020-12-31	$37,651
Net income (gross income less expenses)	2020-12-31	$48,789
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$473,755
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$424,966
Total contributions received or receivable from employer(s)	2020-12-31	$11,210
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$72
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$11,210
Amount contributed by the employer to the plan for this plan year	2020-12-31	$11,210
2019 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$46,265
Expenses. Total of all expenses incurred	2019-12-31	$9,737
Benefits paid (including direct rollovers)	2019-12-31	$9,665
Total plan assets at end of year	2019-12-31	$424,966
Total plan assets at beginning of year	2019-12-31	$388,438
Value of fidelity bond covering the plan	2019-12-31	$125,000
Other income received	2019-12-31	$35,055
Net income (gross income less expenses)	2019-12-31	$36,528
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$424,966
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$388,438
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$11,210
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$72
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$11,210
Amount contributed by the employer to the plan for this plan year	2019-12-31	$11,210
2018 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$1,653
Expenses. Total of all expenses incurred	2018-12-31	$29,932
Benefits paid (including direct rollovers)	2018-12-31	$29,860
Total plan assets at end of year	2018-12-31	$388,438
Total plan assets at beginning of year	2018-12-31	$416,717
Value of fidelity bond covering the plan	2018-12-31	$125,000
Other income received	2018-12-31	$-9,557
Net income (gross income less expenses)	2018-12-31	$-28,279
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$388,438
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$416,717
Assets. Value of participant loans	2018-12-31	$533
Total contributions received or receivable from employer(s)	2018-12-31	$11,210
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$72
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$11,210
Amount contributed by the employer to the plan for this plan year	2018-12-31	$11,210
2017 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$33,389
Expenses. Total of all expenses incurred	2017-12-31	$90
Benefits paid (including direct rollovers)	2017-12-31	$0
Total plan assets at end of year	2017-12-31	$416,717
Total plan assets at beginning of year	2017-12-31	$383,418
Value of fidelity bond covering the plan	2017-12-31	$125,000
Other income received	2017-12-31	$23,968
Net income (gross income less expenses)	2017-12-31	$33,299
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$416,717
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$383,418
Assets. Value of participant loans	2017-12-31	$1,233
Total contributions received or receivable from employer(s)	2017-12-31	$9,421
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$90
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$9,421
Amount contributed by the employer to the plan for this plan year	2017-12-31	$9,421
2016 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$21,791
Expenses. Total of all expenses incurred	2016-12-31	$917
Benefits paid (including direct rollovers)	2016-12-31	$815
Total plan assets at end of year	2016-12-31	$383,418
Total plan assets at beginning of year	2016-12-31	$362,544
Value of fidelity bond covering the plan	2016-12-31	$125,000
Other income received	2016-12-31	$13,874
Net income (gross income less expenses)	2016-12-31	$20,874
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$383,418
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$362,544
Assets. Value of participant loans	2016-12-31	$1,919
Total contributions received or receivable from employer(s)	2016-12-31	$7,917
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$102
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$7,917
Amount contributed by the employer to the plan for this plan year	2016-12-31	$7,917
2015 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$9,021
Expenses. Total of all expenses incurred	2015-12-31	$125,970
Benefits paid (including direct rollovers)	2015-12-31	$125,840
Total plan assets at end of year	2015-12-31	$362,544
Total plan assets at beginning of year	2015-12-31	$479,493
Value of fidelity bond covering the plan	2015-12-31	$125,000
Other income received	2015-12-31	$1,411
Net income (gross income less expenses)	2015-12-31	$-116,949
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$362,544
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$479,493
Assets. Value of participant loans	2015-12-31	$2,836
Total contributions received or receivable from employer(s)	2015-12-31	$7,610
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$130
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$7,610
Amount contributed by the employer to the plan for this plan year	2015-12-31	$7,610
2014 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$51,470
Expenses. Total of all expenses incurred	2014-12-31	$673,901
Benefits paid (including direct rollovers)	2014-12-31	$673,754
Total plan assets at end of year	2014-12-31	$479,493
Total plan assets at beginning of year	2014-12-31	$1,101,924
Value of fidelity bond covering the plan	2014-12-31	$125,000
Other income received	2014-12-31	$43,529
Net income (gross income less expenses)	2014-12-31	$-622,431
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$479,493
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,101,924
Assets. Value of participant loans	2014-12-31	$11,813
Total contributions received or receivable from employer(s)	2014-12-31	$7,941
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$147
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$7,941
Amount contributed by the employer to the plan for this plan year	2014-12-31	$7,941
2013 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$188,277
Expenses. Total of all expenses incurred	2013-12-31	$70,938
Benefits paid (including direct rollovers)	2013-12-31	$70,789
Total plan assets at end of year	2013-12-31	$1,101,924
Total plan assets at beginning of year	2013-12-31	$984,585
Value of fidelity bond covering the plan	2013-12-31	$125,000
Other income received	2013-12-31	$179,193
Net income (gross income less expenses)	2013-12-31	$117,339
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,101,924
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$984,585
Assets. Value of participant loans	2013-12-31	$13,469
Total contributions received or receivable from employer(s)	2013-12-31	$9,084
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$149
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$9,084
Amount contributed by the employer to the plan for this plan year	2013-12-31	$9,084
2012 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$94,468
Expenses. Total of all expenses incurred	2012-12-31	$7,265
Benefits paid (including direct rollovers)	2012-12-31	$7,120
Total plan assets at end of year	2012-12-31	$984,585
Total plan assets at beginning of year	2012-12-31	$897,382
Value of fidelity bond covering the plan	2012-12-31	$125,000
Other income received	2012-12-31	$79,911
Net income (gross income less expenses)	2012-12-31	$87,203
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$984,585
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$897,382
Assets. Value of participant loans	2012-12-31	$20,896
Total contributions received or receivable from employer(s)	2012-12-31	$14,557
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$145
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$14,557
Amount contributed by the employer to the plan for this plan year	2012-12-31	$14,557
2011 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-13,715
Expenses. Total of all expenses incurred	2011-12-31	$54,630
Benefits paid (including direct rollovers)	2011-12-31	$54,464
Total plan assets at end of year	2011-12-31	$897,382
Total plan assets at beginning of year	2011-12-31	$965,727
Value of fidelity bond covering the plan	2011-12-31	$125,000
Other income received	2011-12-31	$-27,122
Net income (gross income less expenses)	2011-12-31	$-68,345
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$897,382
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$965,727
Assets. Value of participant loans	2011-12-31	$35,580
Total contributions received or receivable from employer(s)	2011-12-31	$13,407
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$166
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$13,407
Amount contributed by the employer to the plan for this plan year	2011-12-31	$13,407
2010 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$140,753
Expenses. Total of all expenses incurred	2010-12-31	$129,464
Benefits paid (including direct rollovers)	2010-12-31	$125,434
Total plan assets at end of year	2010-12-31	$965,727
Total plan assets at beginning of year	2010-12-31	$954,438
Value of fidelity bond covering the plan	2010-12-31	$125,000
Other income received	2010-12-31	$121,700
Net income (gross income less expenses)	2010-12-31	$11,289
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$965,727
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$954,438
Assets. Value of participant loans	2010-12-31	$25,997
Total contributions received or receivable from employer(s)	2010-12-31	$19,053
Value of certain deemed distributions of participant loans	2010-12-31	$3,850
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$180
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$19,053
Amount contributed by the employer to the plan for this plan year	2010-12-31	$19,053
2009 : UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$29,387
Amount contributed by the employer to the plan for this plan year	2009-12-31	$29,387

Form 5500 Responses for UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN

2022: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: UNITED WAY OF TRUMBULL COUNTY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050-584-E

Policy instance

Insurance contract or identification number	050-584-E
Number of Individuals Covered	7
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $36
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	36
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050-584-E

Policy instance

Insurance contract or identification number	050-584-E
Number of Individuals Covered	10
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $52
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	52
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050-584-E

Policy instance

Insurance contract or identification number	050-584-E
Number of Individuals Covered	10
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $52
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	52
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050-584-E

Policy instance

Insurance contract or identification number	050-584-E
Number of Individuals Covered	10
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $28
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	28
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050-584-E

Policy instance

Insurance contract or identification number	050-584-E
Number of Individuals Covered	11
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $65
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	65
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

050-584-E

Policy instance

Insurance contract or identification number	050-584-E
Number of Individuals Covered	12
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $78
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	78
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	AKRON REGIONAL OFFICE

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See full terms and conditions

Company Name:	UNITED WAY OF TRUMBULL COUNTY
Employer identification number (EIN):	341083629
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1970-06-29
Company Identification Number:	399286
Legal Registered Office Address:	6655 LAKEVIEW - KINSMAN United States of America (USA) 44428