401k Plan data: UNITED WAY OF GREATER ATLANTA THRIFT PLAN plan

UNITED WAY OF GREATER ATLANTA THRIFT PLAN 401k Plan overview

Plan Name	UNITED WAY OF GREATER ATLANTA THRIFT PLAN
Plan identification number	002

UNITED WAY OF GREATER ATLANTA THRIFT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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 GREATER ATLANTA has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GREATER ATLANTA

Employer identification number (EIN): 580566194

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF GREATER ATLANTA THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 KRISTEN MCCOLLUM
002 2016-01-01 KRISTEN MCCOLLUM
002 2015-01-01 KRISTEN MCCOLLUM
002 2014-01-01 KRISTEN MCCOLLUM
002 2013-01-01 KRISTEN MCCOLLUM
002 2012-01-01 KRISTEN MCCOLLUM
002 2011-01-01 KRISTEN MCCOLLUM
002 2010-01-01 KRISTEN MCCOLLUM
002 2009-01-01 KRISTEN MCCOLLUM

Plan Statistics for UNITED WAY OF GREATER ATLANTA THRIFT PLAN

401k plan membership statisitcs for UNITED WAY OF GREATER ATLANTA THRIFT PLAN

Measure Date Value
2022: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 172
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 77
Total of all active and inactive participants 2022-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 249
Number of participants with account balances 2022-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 171
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 74
Total of all active and inactive participants 2021-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 245
Number of participants with account balances 2021-01-01 238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 5
2020: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 289
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 149
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 84
Total of all active and inactive participants 2020-01-01 233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 234
Number of participants with account balances 2020-01-01 232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 342
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 192
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 96
Total of all active and inactive participants 2019-01-01 288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 289
Number of participants with account balances 2019-01-01 278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 194
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 147
Total of all active and inactive participants 2018-01-01 341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 342
Number of participants with account balances 2018-01-01 328
2017: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 327
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 193
Number of retired or separated participants receiving benefits 2017-01-01 144
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 338
Number of participants with account balances 2017-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 193
Number of retired or separated participants receiving benefits 2016-01-01 133
Total of all active and inactive participants 2016-01-01 326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 327
Number of participants with account balances 2016-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 292
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 212
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 111
Total of all active and inactive participants 2015-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 324
Number of participants with account balances 2015-01-01 281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 3
2014: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 199
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 92
Total of all active and inactive participants 2014-01-01 291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 292
Number of participants with account balances 2014-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 570
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 226
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 107
Total of all active and inactive participants 2013-01-01 333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 335
Number of participants with account balances 2013-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 568
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 355
Number of other retired or separated participants entitled to future benefits 2012-01-01 213
Total of all active and inactive participants 2012-01-01 568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 570
Number of participants with account balances 2012-01-01 430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 607
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 368
Number of other retired or separated participants entitled to future benefits 2011-01-01 199
Total of all active and inactive participants 2011-01-01 567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 568
Number of participants with account balances 2011-01-01 436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 489
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 259
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 346
Total of all active and inactive participants 2010-01-01 605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 607
Number of participants with account balances 2010-01-01 449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 628
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 289
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 198
Total of all active and inactive participants 2009-01-01 487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 489
Number of participants with account balances 2009-01-01 414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	172
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	77
Total of all active and inactive participants	2022-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	249
Number of participants with account balances	2022-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	171
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	74
Total of all active and inactive participants	2021-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	245
Number of participants with account balances	2021-01-01	238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	5
2020: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	289
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	149
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	84
Total of all active and inactive participants	2020-01-01	233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	234
Number of participants with account balances	2020-01-01	232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	342
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	192
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	96
Total of all active and inactive participants	2019-01-01	288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	289
Number of participants with account balances	2019-01-01	278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	194
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	147
Total of all active and inactive participants	2018-01-01	341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	342
Number of participants with account balances	2018-01-01	328
2017: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	327
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	193
Number of retired or separated participants receiving benefits	2017-01-01	144
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	338
Number of participants with account balances	2017-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	193
Number of retired or separated participants receiving benefits	2016-01-01	133
Total of all active and inactive participants	2016-01-01	326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	327
Number of participants with account balances	2016-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	292
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	212
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	111
Total of all active and inactive participants	2015-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	324
Number of participants with account balances	2015-01-01	281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	3
2014: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	199
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	92
Total of all active and inactive participants	2014-01-01	291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	292
Number of participants with account balances	2014-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	570
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	226
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	107
Total of all active and inactive participants	2013-01-01	333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	335
Number of participants with account balances	2013-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	568
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	355
Number of other retired or separated participants entitled to future benefits	2012-01-01	213
Total of all active and inactive participants	2012-01-01	568
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	570
Number of participants with account balances	2012-01-01	430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	607
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	368
Number of other retired or separated participants entitled to future benefits	2011-01-01	199
Total of all active and inactive participants	2011-01-01	567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	568
Number of participants with account balances	2011-01-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	489
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	259
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	346
Total of all active and inactive participants	2010-01-01	605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	607
Number of participants with account balances	2010-01-01	449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	628
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	289
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	198
Total of all active and inactive participants	2009-01-01	487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	489
Number of participants with account balances	2009-01-01	414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on UNITED WAY OF GREATER ATLANTA THRIFT PLAN

Measure	Date	Value
2022 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$-1,112,153
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,226,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,163,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,643,566
Value of total assets at end of year	2022-12-31	$14,220,394
Value of total assets at beginning of year	2022-12-31	$16,559,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$63,476
Total interest from all sources	2022-12-31	$9,962
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$245,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$245,564
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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	$1,011,430
Participant contributions at end of year	2022-12-31	$244,618
Participant contributions at beginning of year	2022-12-31	$143,214
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$28,518
Other income not declared elsewhere	2022-12-31	$13,526
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	$-2,338,930
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,220,394
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$16,559,324
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
Investment advisory and management fees	2022-12-31	$29,748
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,972,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$16,416,110
Interest on participant loans	2022-12-31	$9,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,024,771
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	$603,618
Employer contributions (assets) at end of year	2022-12-31	$2,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,163,301
Contract administrator fees	2022-12-31	$33,728
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	Disclaimer
Accountancy firm name	2022-12-31	CHERRY BEKART, LLP
Accountancy firm EIN	2022-12-31	560574444
2021 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$3,567,096
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,890,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,769,791
Expenses. Certain deemed distributions of participant loans	2021-12-31	$52,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,536,125
Value of total assets at end of year	2021-12-31	$16,559,324
Value of total assets at beginning of year	2021-12-31	$15,882,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$67,500
Total interest from all sources	2021-12-31	$9,787
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$207,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$207,337
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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	$910,141
Participant contributions at end of year	2021-12-31	$143,214
Participant contributions at beginning of year	2021-12-31	$202,228
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$29,357
Other income not declared elsewhere	2021-12-31	$3,869
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	$676,806
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$16,559,324
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,882,518
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	$14,460,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$13,502,917
Interest on participant loans	2021-12-31	$9,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,955,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,177,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,177,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$220
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,809,978
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	$596,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,769,791
Contract administrator fees	2021-12-31	$67,500
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	Disclaimer
Accountancy firm name	2021-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2021-12-31	560574444
2020 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$3,713,451
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,139,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,066,397
Expenses. Certain deemed distributions of participant loans	2020-12-31	$17,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,505,471
Value of total assets at end of year	2020-12-31	$15,882,518
Value of total assets at beginning of year	2020-12-31	$13,308,778
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,796
Total interest from all sources	2020-12-31	$23,424
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$171,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$171,506
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
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	$914,601
Participant contributions at end of year	2020-12-31	$202,228
Participant contributions at beginning of year	2020-12-31	$262,989
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,407
Other income not declared elsewhere	2020-12-31	$6,261
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	$2,573,740
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,882,518
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,308,778
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	$13,502,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$11,057,631
Interest on participant loans	2020-12-31	$16,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,177,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,988,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,988,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$6,959
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,006,789
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	$589,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,066,397
Contract administrator fees	2020-12-31	$55,796
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	CHERRY BEKAERT LLP
Accountancy firm EIN	2020-12-31	560574444
2019 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$1,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,994
Total income from all sources (including contributions)	2019-12-31	$3,789,963
Total income from all sources (including contributions)	2019-12-31	$3,789,963
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	$1,294,354
Total of all expenses incurred	2019-12-31	$1,294,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,210,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,210,908
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,895
Expenses. Certain deemed distributions of participant loans	2019-12-31	$12,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,532,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,532,597
Value of total assets at end of year	2019-12-31	$13,308,778
Value of total assets at end of year	2019-12-31	$13,308,778
Value of total assets at beginning of year	2019-12-31	$10,815,163
Value of total assets at beginning of year	2019-12-31	$10,815,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$70,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$70,551
Total interest from all sources	2019-12-31	$60,332
Total interest from all sources	2019-12-31	$60,332
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$208,351
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$208,351
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$208,351
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$208,351
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
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	$924,406
Contributions received from participants	2019-12-31	$924,406
Participant contributions at end of year	2019-12-31	$262,989
Participant contributions at end of year	2019-12-31	$262,989
Participant contributions at beginning of year	2019-12-31	$238,500
Participant contributions at beginning of year	2019-12-31	$238,500
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,147
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31,147
Other income not declared elsewhere	2019-12-31	$6,453
Other income not declared elsewhere	2019-12-31	$6,453
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$1,994
Liabilities. Value of operating payables at beginning of year	2019-12-31	$1,994
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	$2,495,609
Value of net income/loss	2019-12-31	$2,495,609
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,308,778
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,308,778
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,813,169
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$10,813,169
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	$11,057,631
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$11,057,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,457,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,457,985
Interest on participant loans	2019-12-31	$16,853
Interest on participant loans	2019-12-31	$16,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,988,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,988,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,118,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,118,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,118,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,118,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$43,479
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$43,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,982,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,982,230
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	$577,044
Contributions received in cash from employer	2019-12-31	$577,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,210,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,210,908
Contract administrator fees	2019-12-31	$70,551
Contract administrator fees	2019-12-31	$70,551
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	CHERRY BEKAERT LLP
Accountancy firm name	2019-12-31	CHERRY BEKAERT LLP
Accountancy firm EIN	2019-12-31	560574444
Accountancy firm EIN	2019-12-31	560574444
2018 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$1,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$4,692
Total income from all sources (including contributions)	2018-12-31	$908,800
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,327,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,245,484
Expenses. Certain deemed distributions of participant loans	2018-12-31	$14,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,418,483
Value of total assets at end of year	2018-12-31	$10,815,163
Value of total assets at beginning of year	2018-12-31	$11,236,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$66,953
Total interest from all sources	2018-12-31	$50,574
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$162,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$162,530
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$823,719
Participant contributions at end of year	2018-12-31	$238,500
Participant contributions at beginning of year	2018-12-31	$230,821
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$65,675
Other income not declared elsewhere	2018-12-31	$9,172
Liabilities. Value of operating payables at end of year	2018-12-31	$1,994
Liabilities. Value of operating payables at beginning of year	2018-12-31	$4,692
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	$-418,333
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$10,813,169
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,231,502
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	$8,457,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$9,021,102
Interest on participant loans	2018-12-31	$13,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,118,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,984,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,984,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$36,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-731,959
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	$529,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,245,484
Contract administrator fees	2018-12-31	$66,953
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	CHERRY BEKAERT LLP
Accountancy firm EIN	2018-12-31	560574444
2017 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$4,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$4,692
Total income from all sources (including contributions)	2017-12-31	$2,723,896
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$836,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$792,237
Expenses. Certain deemed distributions of participant loans	2017-12-31	$5,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,217,329
Value of total assets at end of year	2017-12-31	$11,236,194
Value of total assets at beginning of year	2017-12-31	$9,348,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$38,231
Total interest from all sources	2017-12-31	$24,727
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$134,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$134,557
Administrative expenses professional fees incurred	2017-12-31	$35,735
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$734,827
Participant contributions at end of year	2017-12-31	$230,821
Participant contributions at beginning of year	2017-12-31	$184,084
Other income not declared elsewhere	2017-12-31	$10,070
Liabilities. Value of operating payables at end of year	2017-12-31	$4,692
Liabilities. Value of operating payables at beginning of year	2017-12-31	$4,692
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	$1,887,502
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,231,502
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$9,344,000
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$9,021,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,254,759
Interest on participant loans	2017-12-31	$10,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,984,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,909,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,909,849
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$14,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,337,213
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	$482,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$792,237
Contract administrator fees	2017-12-31	$2,496
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	CHERRY BEKAERT LLP
Accountancy firm EIN	2017-12-31	560574444
2016 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$4,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$15,168
Total income from all sources (including contributions)	2016-12-31	$1,723,705
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$917,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$870,854
Expenses. Certain deemed distributions of participant loans	2016-12-31	$13,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,174,854
Value of total assets at end of year	2016-12-31	$9,348,692
Value of total assets at beginning of year	2016-12-31	$8,552,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$33,058
Total interest from all sources	2016-12-31	$9,078
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$116,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$116,934
Administrative expenses professional fees incurred	2016-12-31	$33,058
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$672,134
Participant contributions at end of year	2016-12-31	$184,084
Participant contributions at beginning of year	2016-12-31	$219,768
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$78,652
Other income not declared elsewhere	2016-12-31	$15,767
Liabilities. Value of operating payables at end of year	2016-12-31	$4,692
Liabilities. Value of operating payables at beginning of year	2016-12-31	$15,168
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	$806,325
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$9,344,000
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$8,537,675
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	$7,254,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$6,270,568
Interest on participant loans	2016-12-31	$9,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,909,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,062,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,062,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$407,072
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	$424,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$870,854
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	CHERRY BEKAERT LLP
Accountancy firm EIN	2016-12-31	560574444
2015 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$15,168
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$6,056
Total income from all sources (including contributions)	2015-12-31	$1,080,526
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$681,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$626,255
Expenses. Certain deemed distributions of participant loans	2015-12-31	$15,273
Value of total corrective distributions	2015-12-31	$10,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,102,355
Value of total assets at end of year	2015-12-31	$8,552,843
Value of total assets at beginning of year	2015-12-31	$8,144,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$29,474
Total interest from all sources	2015-12-31	$7,425
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$78,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$78,282
Administrative expenses professional fees incurred	2015-12-31	$29,474
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$662,481
Participant contributions at end of year	2015-12-31	$219,768
Participant contributions at beginning of year	2015-12-31	$192,900
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$21,244
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$35
Other income not declared elsewhere	2015-12-31	$16,902
Liabilities. Value of operating payables at end of year	2015-12-31	$15,168
Liabilities. Value of operating payables at beginning of year	2015-12-31	$6,056
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	$399,048
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$8,537,675
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,138,627
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	$6,270,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,330,476
Interest on participant loans	2015-12-31	$6,977
Interest earned on other investments	2015-12-31	$448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,062,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$2,566,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$2,566,963
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$54,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-124,438
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	Yes
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	$418,630
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$626,255
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	CHERRY BEKAERT LLP
Accountancy firm EIN	2015-12-31	560574444
2014 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$6,056
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,689
Total income from all sources (including contributions)	2014-12-31	$1,263,223
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$622,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$552,113
Expenses. Certain deemed distributions of participant loans	2014-12-31	$44,313
Value of total corrective distributions	2014-12-31	$367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$912,300
Value of total assets at end of year	2014-12-31	$8,144,683
Value of total assets at beginning of year	2014-12-31	$7,503,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,387
Total interest from all sources	2014-12-31	$24,179
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$67,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$67,789
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$549,618
Participant contributions at end of year	2014-12-31	$192,900
Participant contributions at beginning of year	2014-12-31	$204,854
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$19,155
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,307
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$35
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$6,056
Liabilities. Value of operating payables at beginning of year	2014-12-31	$5,689
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	$641,043
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,138,627
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,497,584
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	$5,330,476
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,653,677
Interest on participant loans	2014-12-31	$6,299
Interest earned on other investments	2014-12-31	$17,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$2,566,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,557,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,557,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$54,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$54,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$258,955
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	Yes
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	$360,375
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$13,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$552,113
Contract administrator fees	2014-12-31	$25,387
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	CHERRY BEKAERT LLP
Accountancy firm EIN	2014-12-31	560574444
2013 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$5,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,689
Total income from all sources (including contributions)	2013-12-31	$1,768,405
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$600,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$566,141
Expenses. Certain deemed distributions of participant loans	2013-12-31	$8,480
Value of total corrective distributions	2013-12-31	$2,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$842,678
Value of total assets at end of year	2013-12-31	$7,503,273
Value of total assets at beginning of year	2013-12-31	$6,335,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$23,119
Total interest from all sources	2013-12-31	$20,140
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$52,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$52,514
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$524,265
Participant contributions at end of year	2013-12-31	$204,854
Participant contributions at beginning of year	2013-12-31	$173,629
Participant contributions at end of year	2013-12-31	$19,155
Participant contributions at beginning of year	2013-12-31	$19,852
Liabilities. Value of operating payables at end of year	2013-12-31	$5,689
Liabilities. Value of operating payables at beginning of year	2013-12-31	$5,689
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	$1,168,047
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,497,584
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,329,537
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	$4,653,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,585,267
Interest on participant loans	2013-12-31	$6,551
Interest earned on other investments	2013-12-31	$13,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,557,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,474,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,474,910
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$54,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$59,403
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$853,073
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	Yes
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	$318,413
Employer contributions (assets) at end of year	2013-12-31	$13,379
Employer contributions (assets) at beginning of year	2013-12-31	$22,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$566,141
Contract administrator fees	2013-12-31	$23,119
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	CHERRY BEKAERT LLP
Accountancy firm EIN	2013-12-31	560574444
2012 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$5,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$7,620
Total income from all sources (including contributions)	2012-12-31	$1,322,452
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$918,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$880,451
Expenses. Certain deemed distributions of participant loans	2012-12-31	$24,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$853,146
Value of total assets at end of year	2012-12-31	$6,335,226
Value of total assets at beginning of year	2012-12-31	$5,933,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$13,411
Total interest from all sources	2012-12-31	$14,647
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$48,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$48,860
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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	$463,225
Participant contributions at end of year	2012-12-31	$173,629
Participant contributions at beginning of year	2012-12-31	$166,671
Participant contributions at end of year	2012-12-31	$19,852
Participant contributions at beginning of year	2012-12-31	$15,542
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$38,730
Liabilities. Value of operating payables at end of year	2012-12-31	$5,689
Liabilities. Value of operating payables at beginning of year	2012-12-31	$7,620
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	$404,115
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$6,329,537
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,925,422
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	$3,585,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,848,645
Interest on participant loans	2012-12-31	$6,578
Interest earned on other investments	2012-12-31	$8,069
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,828,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,474,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$59,403
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$58,620
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$405,799
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	Yes
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	$351,191
Employer contributions (assets) at end of year	2012-12-31	$22,165
Employer contributions (assets) at beginning of year	2012-12-31	$15,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$880,451
Contract administrator fees	2012-12-31	$13,411
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	CHERRY BEKAERT LLP
Accountancy firm EIN	2012-12-31	560574444
2011 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 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	$7,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,776
Total income from all sources (including contributions)	2011-12-31	$737,231
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$689,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$622,507
Expenses. Certain deemed distributions of participant loans	2011-12-31	$43,566
Value of total corrective distributions	2011-12-31	$5,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$735,105
Value of total assets at end of year	2011-12-31	$5,933,042
Value of total assets at beginning of year	2011-12-31	$5,879,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,994
Total interest from all sources	2011-12-31	$7,966
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	$1,000,000
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	$394,535
Participant contributions at end of year	2011-12-31	$166,671
Participant contributions at beginning of year	2011-12-31	$235,083
Participant contributions at end of year	2011-12-31	$15,542
Participant contributions at beginning of year	2011-12-31	$65,706
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$3,022
Liabilities. Value of operating payables at end of year	2011-12-31	$7,620
Liabilities. Value of operating payables at beginning of year	2011-12-31	$1,776
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	$47,320
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,925,422
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,878,102
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	$2,848,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,150,229
Interest on participant loans	2011-12-31	$6,772
Interest earned on other investments	2011-12-31	$1,194
Value of interest in common/collective trusts at end of year	2011-12-31	$2,828,212
Value of interest in common/collective trusts at beginning of year	2011-12-31	$2,315,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$58,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$59,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-69,919
Net investment gain or loss from common/collective trusts	2011-12-31	$64,079
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	$337,548
Employer contributions (assets) at end of year	2011-12-31	$15,352
Employer contributions (assets) at beginning of year	2011-12-31	$53,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$622,507
Contract administrator fees	2011-12-31	$17,994
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	CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN	2011-12-31	560574444
2010 : UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,434
Total income from all sources (including contributions)	2010-12-31	$1,193,132
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$804,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$761,310
Expenses. Certain deemed distributions of participant loans	2010-12-31	$20,740
Value of total corrective distributions	2010-12-31	$1,776
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$734,236
Value of total assets at end of year	2010-12-31	$5,879,878
Value of total assets at beginning of year	2010-12-31	$5,491,449
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$20,219
Total interest from all sources	2010-12-31	$14,737
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
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	$1,000,000
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	$404,855
Participant contributions at end of year	2010-12-31	$235,083
Participant contributions at beginning of year	2010-12-31	$255,225
Participant contributions at end of year	2010-12-31	$65,706
Participant contributions at beginning of year	2010-12-31	$35,912
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,695
Other income not declared elsewhere	2010-12-31	$12,840
Liabilities. Value of operating payables at end of year	2010-12-31	$1,776
Liabilities. Value of operating payables at beginning of year	2010-12-31	$2,434
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	$389,087
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,878,102
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,489,015
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	$3,150,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,741,529
Interest on participant loans	2010-12-31	$8,853
Interest earned on other investments	2010-12-31	$5,884
Value of interest in common/collective trusts at end of year	2010-12-31	$2,315,620
Value of interest in common/collective trusts at beginning of year	2010-12-31	$2,188,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$59,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$240,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$360,831
Net investment gain or loss from common/collective trusts	2010-12-31	$70,488
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	Yes
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	$324,686
Employer contributions (assets) at end of year	2010-12-31	$53,874
Employer contributions (assets) at beginning of year	2010-12-31	$28,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$761,310
Contract administrator fees	2010-12-31	$20,219
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	CHERRY, BEKAERT & HOLLAND, LLP
Accountancy firm EIN	2010-12-31	560574444

Form 5500 Responses for UNITED WAY OF GREATER ATLANTA THRIFT PLAN

2022: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED WAY OF GREATER ATLANTA THRIFT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

051650-H

Policy instance

Insurance contract or identification number	051650-H
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

051650-H

Policy instance

Insurance contract or identification number	051650-H
Number of Individuals Covered	21
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

051650-H

Policy instance

Insurance contract or identification number	051650-H
Number of Individuals Covered	59
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

051650-H

Policy instance

Insurance contract or identification number	051650-H
Number of Individuals Covered	60
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

051650-H

Policy instance

Insurance contract or identification number	051650-H
Number of Individuals Covered	60
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
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 number

051650-H

Policy instance

Insurance contract or identification number	051650-H
Number of Individuals Covered	59
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	UNITED WAY OF GREATER ATLANTA
Employer identification number (EIN):	580566194
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations