401k Plan data: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE plan

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 401k Plan overview

Plan Name	DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE
Plan identification number	002

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: UNITED WAY OF GREATER KNOXVILLE, INC.

Employer identification number (EIN): 620475748

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 TINA DELL 2023-07-13
002 2021-01-01 BLAKE VALENTINE 2022-04-22
002 2020-04-01
002 2019-04-01
002 2019-04-01
002 2018-04-01
002 2017-04-01 BEN LANDERS BEN LANDERS 2018-09-25
002 2016-04-01 BEN LANDERS BEN LANDERS 2017-08-11
002 2015-04-01 BEN LANDERS BEN LANDERS 2016-08-19
002 2014-04-01 BEN LANDERS BEN LANDERS 2015-07-28
002 2013-04-01 BEN LANDERS BEN LANDERS 2014-08-25
002 2012-04-01 BEN LANDERS BEN LANDERS 2013-08-20
002 2011-04-01 BEN LANDERS BEN LANDERS 2012-08-13
002 2010-04-01 BEN LANDERS BEN LANDERS 2012-01-03
002 2009-04-01 BEN LANDERS BEN LANDERS 2010-11-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	TINA DELL	2023-07-13
002	2021-01-01	BLAKE VALENTINE	2022-04-22
002	2020-04-01
002	2019-04-01
002	2019-04-01
002	2018-04-01
002	2017-04-01	BEN LANDERS		BEN LANDERS	2018-09-25
002	2016-04-01	BEN LANDERS		BEN LANDERS	2017-08-11
002	2015-04-01	BEN LANDERS		BEN LANDERS	2016-08-19
002	2014-04-01	BEN LANDERS		BEN LANDERS	2015-07-28
002	2013-04-01	BEN LANDERS		BEN LANDERS	2014-08-25
002	2012-04-01	BEN LANDERS		BEN LANDERS	2013-08-20
002	2011-04-01	BEN LANDERS		BEN LANDERS	2012-08-13
002	2010-04-01	BEN LANDERS		BEN LANDERS	2012-01-03
002	2009-04-01	BEN LANDERS		BEN LANDERS	2010-11-10

Plan Statistics for DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE

401k plan membership statisitcs for DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE

Measure Date Value
2020: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2020 401k membership
Total participants, beginning-of-year 2020-04-01 18
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 11
Number of retired or separated participants receiving benefits 2020-04-01 0
Number of other retired or separated participants entitled to future benefits 2020-04-01 8
Total of all active and inactive participants 2020-04-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 0
Total participants 2020-04-01 19
Number of participants with account balances 2020-04-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 1
2019: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2019 401k membership
Total participants, beginning-of-year 2019-04-01 19
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 10
Number of retired or separated participants receiving benefits 2019-04-01 0
Number of other retired or separated participants entitled to future benefits 2019-04-01 8
Total of all active and inactive participants 2019-04-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 0
Total participants 2019-04-01 18
Number of participants with account balances 2019-04-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-04-01 0
2018: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2018 401k membership
Total participants, beginning-of-year 2018-04-01 22
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 13
Number of retired or separated participants receiving benefits 2018-04-01 0
Number of other retired or separated participants entitled to future benefits 2018-04-01 6
Total of all active and inactive participants 2018-04-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 0
Total participants 2018-04-01 19
Number of participants with account balances 2018-04-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-04-01 4
2017: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2017 401k membership
Total participants, beginning-of-year 2017-04-01 19
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 18
Number of retired or separated participants receiving benefits 2017-04-01 0
Number of other retired or separated participants entitled to future benefits 2017-04-01 4
Total of all active and inactive participants 2017-04-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 0
Total participants 2017-04-01 22
Number of participants with account balances 2017-04-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-04-01 1
2016: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2016 401k membership
Total participants, beginning-of-year 2016-04-01 22
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 14
Number of retired or separated participants receiving benefits 2016-04-01 0
Number of other retired or separated participants entitled to future benefits 2016-04-01 5
Total of all active and inactive participants 2016-04-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 0
Total participants 2016-04-01 19
Number of participants with account balances 2016-04-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 1
2015: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2015 401k membership
Total participants, beginning-of-year 2015-04-01 23
Total number of active participants reported on line 7a of the Form 5500 2015-04-01 17
Number of retired or separated participants receiving benefits 2015-04-01 0
Number of other retired or separated participants entitled to future benefits 2015-04-01 5
Total of all active and inactive participants 2015-04-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-04-01 0
Total participants 2015-04-01 22
Number of participants with account balances 2015-04-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-04-01 2
2014: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2014 401k membership
Total participants, beginning-of-year 2014-04-01 22
Total number of active participants reported on line 7a of the Form 5500 2014-04-01 18
Number of retired or separated participants receiving benefits 2014-04-01 0
Number of other retired or separated participants entitled to future benefits 2014-04-01 5
Total of all active and inactive participants 2014-04-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-04-01 0
Total participants 2014-04-01 23
Number of participants with account balances 2014-04-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-04-01 3
2013: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2013 401k membership
Total participants, beginning-of-year 2013-04-01 25
Total number of active participants reported on line 7a of the Form 5500 2013-04-01 16
Number of retired or separated participants receiving benefits 2013-04-01 0
Number of other retired or separated participants entitled to future benefits 2013-04-01 6
Total of all active and inactive participants 2013-04-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-04-01 0
Total participants 2013-04-01 22
Number of participants with account balances 2013-04-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-04-01 0
2012: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2012 401k membership
Total participants, beginning-of-year 2012-04-01 23
Total number of active participants reported on line 7a of the Form 5500 2012-04-01 18
Number of retired or separated participants receiving benefits 2012-04-01 0
Number of other retired or separated participants entitled to future benefits 2012-04-01 7
Total of all active and inactive participants 2012-04-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-04-01 0
Total participants 2012-04-01 25
Number of participants with account balances 2012-04-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-04-01 1
2011: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2011 401k membership
Total participants, beginning-of-year 2011-04-01 17
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 17
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 6
Total of all active and inactive participants 2011-04-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 23
Number of participants with account balances 2011-04-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2010 401k membership
Total participants, beginning-of-year 2010-04-01 21
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 11
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 6
Total of all active and inactive participants 2010-04-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 17
Number of participants with account balances 2010-04-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 1
2009: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2009 401k membership
Total participants, beginning-of-year 2009-04-01 23
Total number of active participants reported on line 7a of the Form 5500 2009-04-01 16
Number of retired or separated participants receiving benefits 2009-04-01 0
Number of other retired or separated participants entitled to future benefits 2009-04-01 5
Total of all active and inactive participants 2009-04-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-04-01 0
Total participants 2009-04-01 21
Number of participants with account balances 2009-04-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-04-01 2

Measure	Date	Value
2020: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2020 401k membership
Total participants, beginning-of-year	2020-04-01	18
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	11
Number of retired or separated participants receiving benefits	2020-04-01	0
Number of other retired or separated participants entitled to future benefits	2020-04-01	8
Total of all active and inactive participants	2020-04-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	0
Total participants	2020-04-01	19
Number of participants with account balances	2020-04-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	1
2019: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2019 401k membership
Total participants, beginning-of-year	2019-04-01	19
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	10
Number of retired or separated participants receiving benefits	2019-04-01	0
Number of other retired or separated participants entitled to future benefits	2019-04-01	8
Total of all active and inactive participants	2019-04-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	0
Total participants	2019-04-01	18
Number of participants with account balances	2019-04-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-04-01	0
2018: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2018 401k membership
Total participants, beginning-of-year	2018-04-01	22
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	13
Number of retired or separated participants receiving benefits	2018-04-01	0
Number of other retired or separated participants entitled to future benefits	2018-04-01	6
Total of all active and inactive participants	2018-04-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	0
Total participants	2018-04-01	19
Number of participants with account balances	2018-04-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-04-01	4
2017: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2017 401k membership
Total participants, beginning-of-year	2017-04-01	19
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	18
Number of retired or separated participants receiving benefits	2017-04-01	0
Number of other retired or separated participants entitled to future benefits	2017-04-01	4
Total of all active and inactive participants	2017-04-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	0
Total participants	2017-04-01	22
Number of participants with account balances	2017-04-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-04-01	1
2016: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2016 401k membership
Total participants, beginning-of-year	2016-04-01	22
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	14
Number of retired or separated participants receiving benefits	2016-04-01	0
Number of other retired or separated participants entitled to future benefits	2016-04-01	5
Total of all active and inactive participants	2016-04-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	0
Total participants	2016-04-01	19
Number of participants with account balances	2016-04-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	1
2015: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2015 401k membership
Total participants, beginning-of-year	2015-04-01	23
Total number of active participants reported on line 7a of the Form 5500	2015-04-01	17
Number of retired or separated participants receiving benefits	2015-04-01	0
Number of other retired or separated participants entitled to future benefits	2015-04-01	5
Total of all active and inactive participants	2015-04-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-04-01	0
Total participants	2015-04-01	22
Number of participants with account balances	2015-04-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-04-01	2
2014: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2014 401k membership
Total participants, beginning-of-year	2014-04-01	22
Total number of active participants reported on line 7a of the Form 5500	2014-04-01	18
Number of retired or separated participants receiving benefits	2014-04-01	0
Number of other retired or separated participants entitled to future benefits	2014-04-01	5
Total of all active and inactive participants	2014-04-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-04-01	0
Total participants	2014-04-01	23
Number of participants with account balances	2014-04-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-04-01	3
2013: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2013 401k membership
Total participants, beginning-of-year	2013-04-01	25
Total number of active participants reported on line 7a of the Form 5500	2013-04-01	16
Number of retired or separated participants receiving benefits	2013-04-01	0
Number of other retired or separated participants entitled to future benefits	2013-04-01	6
Total of all active and inactive participants	2013-04-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-04-01	0
Total participants	2013-04-01	22
Number of participants with account balances	2013-04-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-04-01	0
2012: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2012 401k membership
Total participants, beginning-of-year	2012-04-01	23
Total number of active participants reported on line 7a of the Form 5500	2012-04-01	18
Number of retired or separated participants receiving benefits	2012-04-01	0
Number of other retired or separated participants entitled to future benefits	2012-04-01	7
Total of all active and inactive participants	2012-04-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-04-01	0
Total participants	2012-04-01	25
Number of participants with account balances	2012-04-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-04-01	1
2011: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2011 401k membership
Total participants, beginning-of-year	2011-04-01	17
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	17
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	6
Total of all active and inactive participants	2011-04-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	23
Number of participants with account balances	2011-04-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2010 401k membership
Total participants, beginning-of-year	2010-04-01	21
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	11
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	6
Total of all active and inactive participants	2010-04-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	17
Number of participants with account balances	2010-04-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	1
2009: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2009 401k membership
Total participants, beginning-of-year	2009-04-01	23
Total number of active participants reported on line 7a of the Form 5500	2009-04-01	16
Number of retired or separated participants receiving benefits	2009-04-01	0
Number of other retired or separated participants entitled to future benefits	2009-04-01	5
Total of all active and inactive participants	2009-04-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-04-01	0
Total participants	2009-04-01	21
Number of participants with account balances	2009-04-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-04-01	2

Financial Data on DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE

Measure	Date	Value
2021 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2021 401k financial data
Transfers to/from the plan	2021-03-31	$0
Total plan liabilities at end of year	2021-03-31	$0
Total plan liabilities at beginning of year	2021-03-31	$0
Total income from all sources	2021-03-31	$444,687
Expenses. Total of all expenses incurred	2021-03-31	$0
Benefits paid (including direct rollovers)	2021-03-31	$0
Total plan assets at end of year	2021-03-31	$1,383,203
Total plan assets at beginning of year	2021-03-31	$938,516
Value of fidelity bond covering the plan	2021-03-31	$1,000,000
Total contributions received or receivable from participants	2021-03-31	$0
Expenses. Other expenses not covered elsewhere	2021-03-31	$0
Contributions received from other sources (not participants or employers)	2021-03-31	$0
Other income received	2021-03-31	$398,315
Net income (gross income less expenses)	2021-03-31	$444,687
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$1,383,203
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$938,516
Assets. Value of participant loans	2021-03-31	$3,951
Total contributions received or receivable from employer(s)	2021-03-31	$46,372
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
2020 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2020 401k financial data
Transfers to/from the plan	2020-03-31	$0
Total plan liabilities at end of year	2020-03-31	$0
Total plan liabilities at beginning of year	2020-03-31	$0
Total income from all sources	2020-03-31	$75,224
Expenses. Total of all expenses incurred	2020-03-31	$833,255
Benefits paid (including direct rollovers)	2020-03-31	$833,255
Total plan assets at end of year	2020-03-31	$938,516
Total plan assets at beginning of year	2020-03-31	$1,696,547
Value of fidelity bond covering the plan	2020-03-31	$1,000,000
Total contributions received or receivable from participants	2020-03-31	$0
Expenses. Other expenses not covered elsewhere	2020-03-31	$0
Contributions received from other sources (not participants or employers)	2020-03-31	$0
Other income received	2020-03-31	$-22,023
Net income (gross income less expenses)	2020-03-31	$-758,031
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$938,516
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$1,696,547
Total contributions received or receivable from employer(s)	2020-03-31	$97,247
2019 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2019 401k financial data
Total income from all sources	2019-03-31	$157,832
Expenses. Total of all expenses incurred	2019-03-31	$23,281
Total plan assets at end of year	2019-03-31	$1,696,547
Total plan assets at beginning of year	2019-03-31	$1,561,996
Value of fidelity bond covering the plan	2019-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2019-03-31	$23,281
Contributions received from other sources (not participants or employers)	2019-03-31	$14,675
Other income received	2019-03-31	$53,533
Net income (gross income less expenses)	2019-03-31	$134,551
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$1,696,547
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$1,561,996
Assets. Value of participant loans	2019-03-31	$16,453
Total contributions received or receivable from employer(s)	2019-03-31	$89,624
Funding deficiency by the employer to the plan for this plan year	2019-03-31	$0
Minimum employer required contribution for this plan year	2019-03-31	$104,299
Amount contributed by the employer to the plan for this plan year	2019-03-31	$104,299
2018 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2018 401k financial data
Total income from all sources	2018-03-31	$209,785
Expenses. Total of all expenses incurred	2018-03-31	$35,647
Total plan assets at end of year	2018-03-31	$1,561,996
Total plan assets at beginning of year	2018-03-31	$1,387,858
Value of fidelity bond covering the plan	2018-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2018-03-31	$35,647
Other income received	2018-03-31	$130,454
Net income (gross income less expenses)	2018-03-31	$174,138
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$1,561,996
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$1,387,858
Total contributions received or receivable from employer(s)	2018-03-31	$79,331
Funding deficiency by the employer to the plan for this plan year	2018-03-31	$0
Minimum employer required contribution for this plan year	2018-03-31	$79,331
Amount contributed by the employer to the plan for this plan year	2018-03-31	$79,331
2017 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2017 401k financial data
Total income from all sources	2017-03-31	$214,975
Expenses. Total of all expenses incurred	2017-03-31	$50,560
Total plan assets at end of year	2017-03-31	$1,387,858
Total plan assets at beginning of year	2017-03-31	$1,223,443
Value of fidelity bond covering the plan	2017-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2017-03-31	$50,560
Other income received	2017-03-31	$136,161
Net income (gross income less expenses)	2017-03-31	$164,415
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$1,387,858
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$1,223,443
Total contributions received or receivable from employer(s)	2017-03-31	$78,814
Funding deficiency by the employer to the plan for this plan year	2017-03-31	$0
Minimum employer required contribution for this plan year	2017-03-31	$78,814
Amount contributed by the employer to the plan for this plan year	2017-03-31	$78,814
2016 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2016 401k financial data
Total income from all sources	2016-03-31	$51,338
Expenses. Total of all expenses incurred	2016-03-31	$14,657
Total plan assets at end of year	2016-03-31	$1,223,443
Total plan assets at beginning of year	2016-03-31	$1,186,762
Value of fidelity bond covering the plan	2016-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2016-03-31	$14,657
Other income received	2016-03-31	$-44,519
Net income (gross income less expenses)	2016-03-31	$36,681
Net plan assets at end of year (total assets less liabilities)	2016-03-31	$1,223,443
Net plan assets at beginning of year (total assets less liabilities)	2016-03-31	$1,186,762
Total contributions received or receivable from employer(s)	2016-03-31	$95,857
Funding deficiency by the employer to the plan for this plan year	2016-03-31	$0
Minimum employer required contribution for this plan year	2016-03-31	$95,857
Amount contributed by the employer to the plan for this plan year	2016-03-31	$95,857
2015 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2015 401k financial data
Total income from all sources	2015-03-31	$143,411
Expenses. Total of all expenses incurred	2015-03-31	$7,865
Total plan assets at end of year	2015-03-31	$1,186,762
Total plan assets at beginning of year	2015-03-31	$1,051,216
Value of fidelity bond covering the plan	2015-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2015-03-31	$7,865
Other income received	2015-03-31	$64,407
Net income (gross income less expenses)	2015-03-31	$135,546
Net plan assets at end of year (total assets less liabilities)	2015-03-31	$1,186,762
Net plan assets at beginning of year (total assets less liabilities)	2015-03-31	$1,051,216
Total contributions received or receivable from employer(s)	2015-03-31	$79,004
Funding deficiency by the employer to the plan for this plan year	2015-03-31	$0
Minimum employer required contribution for this plan year	2015-03-31	$79,004
Amount contributed by the employer to the plan for this plan year	2015-03-31	$79,004
2014 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2014 401k financial data
Total income from all sources	2014-03-31	$191,313
Expenses. Total of all expenses incurred	2014-03-31	$34,667
Benefits paid (including direct rollovers)	2014-03-31	$10,713
Total plan assets at end of year	2014-03-31	$1,051,216
Total plan assets at beginning of year	2014-03-31	$894,570
Value of fidelity bond covering the plan	2014-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2014-03-31	$23,954
Other income received	2014-03-31	$109,159
Net income (gross income less expenses)	2014-03-31	$156,646
Net plan assets at end of year (total assets less liabilities)	2014-03-31	$1,051,216
Net plan assets at beginning of year (total assets less liabilities)	2014-03-31	$894,570
Total contributions received or receivable from employer(s)	2014-03-31	$82,154
Funding deficiency by the employer to the plan for this plan year	2014-03-31	$0
Minimum employer required contribution for this plan year	2014-03-31	$82,154
Amount contributed by the employer to the plan for this plan year	2014-03-31	$82,154
2013 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2013 401k financial data
Total income from all sources	2013-03-31	$138,204
Expenses. Total of all expenses incurred	2013-03-31	$127,956
Benefits paid (including direct rollovers)	2013-03-31	$127,640
Total plan assets at end of year	2013-03-31	$894,570
Total plan assets at beginning of year	2013-03-31	$884,322
Value of fidelity bond covering the plan	2013-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2013-03-31	$316
Other income received	2013-03-31	$60,146
Net income (gross income less expenses)	2013-03-31	$10,248
Net plan assets at end of year (total assets less liabilities)	2013-03-31	$894,570
Net plan assets at beginning of year (total assets less liabilities)	2013-03-31	$884,322
Total contributions received or receivable from employer(s)	2013-03-31	$78,058
Funding deficiency by the employer to the plan for this plan year	2013-03-31	$0
Minimum employer required contribution for this plan year	2013-03-31	$78,058
Amount contributed by the employer to the plan for this plan year	2013-03-31	$78,058
2012 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2012 401k financial data
Total income from all sources	2012-03-31	$88,518
Expenses. Total of all expenses incurred	2012-03-31	$14,001
Benefits paid (including direct rollovers)	2012-03-31	$13,347
Total plan assets at end of year	2012-03-31	$884,322
Total plan assets at beginning of year	2012-03-31	$809,805
Value of fidelity bond covering the plan	2012-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2012-03-31	$654
Other income received	2012-03-31	$16,207
Net income (gross income less expenses)	2012-03-31	$74,517
Net plan assets at end of year (total assets less liabilities)	2012-03-31	$884,322
Net plan assets at beginning of year (total assets less liabilities)	2012-03-31	$809,805
Total contributions received or receivable from employer(s)	2012-03-31	$72,311
Funding deficiency by the employer to the plan for this plan year	2012-03-31	$0
Minimum employer required contribution for this plan year	2012-03-31	$72,311
Amount contributed by the employer to the plan for this plan year	2012-03-31	$72,311
2011 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2011 401k financial data
Total income from all sources	2011-03-31	$149,407
Expenses. Total of all expenses incurred	2011-03-31	$35,965
Benefits paid (including direct rollovers)	2011-03-31	$13,635
Total plan assets at end of year	2011-03-31	$809,805
Total plan assets at beginning of year	2011-03-31	$696,363
Value of fidelity bond covering the plan	2011-03-31	$100,000
Expenses. Other expenses not covered elsewhere	2011-03-31	$22,330
Contributions received from other sources (not participants or employers)	2011-03-31	$3,895
Other income received	2011-03-31	$86,456
Net income (gross income less expenses)	2011-03-31	$113,442
Net plan assets at end of year (total assets less liabilities)	2011-03-31	$809,805
Net plan assets at beginning of year (total assets less liabilities)	2011-03-31	$696,363
Total contributions received or receivable from employer(s)	2011-03-31	$59,056
Funding deficiency by the employer to the plan for this plan year	2011-03-31	$0
Minimum employer required contribution for this plan year	2011-03-31	$59,056
Amount contributed by the employer to the plan for this plan year	2011-03-31	$59,056
2010 : DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2010 401k financial data
Minimum employer required contribution for this plan year	2010-03-31	$77,403
Amount contributed by the employer to the plan for this plan year	2010-03-31	$77,403

Form 5500 Responses for DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE

2020: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Insurance	Yes
2020-04-01	Plan benefit arrangement – Insurance	Yes
2019: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	Yes
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Insurance	Yes
2019-04-01	Plan benefit arrangement – Insurance	Yes
2018: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Plan funding arrangement – Insurance	Yes
2018-04-01	Plan benefit arrangement – Insurance	Yes
2017: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Plan funding arrangement – Insurance	Yes
2017-04-01	Plan benefit arrangement – Insurance	Yes
2016: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Plan funding arrangement – Insurance	Yes
2016-04-01	Plan benefit arrangement – Insurance	Yes
2015: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2015 form 5500 responses
2015-04-01	Type of plan entity	Single employer plan
2015-04-01	Plan funding arrangement – Insurance	Yes
2015-04-01	Plan benefit arrangement – Insurance	Yes
2014: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2014 form 5500 responses
2014-04-01	Type of plan entity	Single employer plan
2014-04-01	Plan funding arrangement – Insurance	Yes
2014-04-01	Plan benefit arrangement – Insurance	Yes
2013: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2013 form 5500 responses
2013-04-01	Type of plan entity	Single employer plan
2013-04-01	Plan funding arrangement – Insurance	Yes
2013-04-01	Plan benefit arrangement – Insurance	Yes
2012: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2012 form 5500 responses
2012-04-01	Type of plan entity	Single employer plan
2012-04-01	Plan funding arrangement – Insurance	Yes
2012-04-01	Plan benefit arrangement – Insurance	Yes
2011: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2010: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes
2009: DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF GREATER KNOXVILLE 2009 form 5500 responses
2009-04-01	Type of plan entity	Single employer plan
2009-04-01	Plan funding arrangement – Insurance	Yes
2009-04-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

051770G

Policy instance

Insurance contract or identification number	051770G
Number of Individuals Covered	19
Insurance policy start date	2020-04-01
Insurance policy end date	2021-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $79
Are there contracts with allocated funds for individual policies?	0
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	1
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?	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	79
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

051770G

Policy instance

Insurance contract or identification number	051770G
Number of Individuals Covered	18
Insurance policy start date	2019-04-01
Insurance policy end date	2020-03-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $320
Are there contracts with allocated funds for individual policies?	0
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	1
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?	No
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	320
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3

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

Policy contract number

051770-G

Policy instance

Insurance contract or identification number	051770-G
Number of Individuals Covered	19
Insurance policy start date	2017-04-01
Insurance policy end date	2018-03-31
Total amount of fees paid to insurance company	USD $89
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	89
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	NASHVILLE REGIONAL OFFICE

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNITED WAY OF GREATER KNOXVILLE, INC.
Employer identification number (EIN):	620475748
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations