401k Plan data: UNITED WAY OF CENTRAL OKLAHOMA, INC. plan

UNITED WAY OF CENTRAL OKLAHOMA, INC. 401k Plan overview

Plan Name	UNITED WAY OF CENTRAL OKLAHOMA, INC.
Plan identification number	001

UNITED WAY OF CENTRAL OKLAHOMA, INC. Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name: UNITED WAY OF CENTRAL OKLAHOMA, INC.

Employer identification number (EIN): 730589829

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 CENTRAL OKLAHOMA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 PAM COX 2019-07-31 PAM COX 2019-07-31
001 2017-01-01 PAM COX 2018-07-30 PAM COX 2018-07-30
001 2016-01-01 PAM COX 2017-09-11 PAM COX 2017-09-11
001 2015-01-01 PAM COX 2016-07-22 PAM COX 2016-07-22
001 2014-01-01 NIKKI WISEMAN 2015-09-24 NIKKI WISEMAN 2015-09-24
001 2013-01-01 ANNIE BARNES 2014-10-14 ANNIE BARNES 2014-10-14
001 2012-01-01 KIMBERLY JOHNSON 2013-10-11
001 2011-01-01 KIMBERLY JOHNSON 2012-10-12
001 2010-01-01 AMY MONTOYA
001 2009-01-01 AMY MONTOYA
001 2009-01-01 AMY MONTOYA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	PAM COX	2019-07-31	PAM COX	2019-07-31
001	2017-01-01	PAM COX	2018-07-30	PAM COX	2018-07-30
001	2016-01-01	PAM COX	2017-09-11	PAM COX	2017-09-11
001	2015-01-01	PAM COX	2016-07-22	PAM COX	2016-07-22
001	2014-01-01	NIKKI WISEMAN	2015-09-24	NIKKI WISEMAN	2015-09-24
001	2013-01-01	ANNIE BARNES	2014-10-14	ANNIE BARNES	2014-10-14
001	2012-01-01	KIMBERLY JOHNSON	2013-10-11
001	2011-01-01	KIMBERLY JOHNSON	2012-10-12
001	2010-01-01	AMY MONTOYA
001	2009-01-01	AMY MONTOYA
001	2009-01-01	AMY MONTOYA

Plan Statistics for UNITED WAY OF CENTRAL OKLAHOMA, INC.

401k plan membership statisitcs for UNITED WAY OF CENTRAL OKLAHOMA, INC.

Measure Date Value
2017: UNITED WAY OF CENTRAL OKLAHOMA, INC. 2017 401k membership
Market value of plan assets 2017-12-31 2,481,200
Acturial value of plan assets 2017-12-31 2,556,747
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 711,385
Number of terminated vested participants 2017-12-31 45
Fundng target for terminated vested participants 2017-12-31 2,218,281
Active participant vested funding target 2017-12-31 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 56
Total funding target for all participants 2017-12-31 2,929,666
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 45,515
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 45,515
Present value of excess contributions 2017-12-31 3
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 45,970
Total employer contributions 2017-12-31 122,813
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 119,333
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 7,300
Net shortfall amortization installment of oustanding balance 2017-12-31 418,889
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 165,303
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 45,970
Additional cash requirement 2017-12-31 119,333
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 119,333
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: UNITED WAY OF CENTRAL OKLAHOMA, INC. 2016 401k membership
Market value of plan assets 2016-12-31 2,404,951
Acturial value of plan assets 2016-12-31 2,484,924
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 696,523
Number of terminated vested participants 2016-12-31 46
Fundng target for terminated vested participants 2016-12-31 2,120,613
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 56
Total funding target for all participants 2016-12-31 2,817,136
Balance at beginning of prior year after applicable adjustments 2016-12-31 112,682
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 51,361
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 112,682
Prefunding balanced used to offset prior years funding requirement 2016-12-31 6,297
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 45,064
Present value of excess contributions 2016-12-31 1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 45,515
Total employer contributions 2016-12-31 130,349
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 125,761
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 7,180
Net shortfall amortization installment of oustanding balance 2016-12-31 377,727
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 125,758
Additional cash requirement 2016-12-31 125,758
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 125,761
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2010: UNITED WAY OF CENTRAL OKLAHOMA, INC. 2010 401k membership
Total participants, beginning-of-year 2010-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
Number of retired or separated participants receiving benefits 2010-01-01 4
Number of other retired or separated participants entitled to future benefits 2010-01-01 33
Total of all active and inactive participants 2010-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 58
Number of participants with account balances 2010-01-01 0
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 CENTRAL OKLAHOMA, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 59
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 23
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 31
Total of all active and inactive participants 2009-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 58
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0
Number of employers contributing to the scheme 2009-01-01 0

Measure	Date	Value
2017: UNITED WAY OF CENTRAL OKLAHOMA, INC. 2017 401k membership
Market value of plan assets	2017-12-31	2,481,200
Acturial value of plan assets	2017-12-31	2,556,747
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	711,385
Number of terminated vested participants	2017-12-31	45
Fundng target for terminated vested participants	2017-12-31	2,218,281
Active participant vested funding target	2017-12-31	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	56
Total funding target for all participants	2017-12-31	2,929,666
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	45,515
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	45,515
Present value of excess contributions	2017-12-31	3
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	3
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	45,970
Total employer contributions	2017-12-31	122,813
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	119,333
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	7,300
Net shortfall amortization installment of oustanding balance	2017-12-31	418,889
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	165,303
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	45,970
Additional cash requirement	2017-12-31	119,333
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	119,333
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: UNITED WAY OF CENTRAL OKLAHOMA, INC. 2016 401k membership
Market value of plan assets	2016-12-31	2,404,951
Acturial value of plan assets	2016-12-31	2,484,924
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	696,523
Number of terminated vested participants	2016-12-31	46
Fundng target for terminated vested participants	2016-12-31	2,120,613
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	56
Total funding target for all participants	2016-12-31	2,817,136
Balance at beginning of prior year after applicable adjustments	2016-12-31	112,682
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	51,361
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	112,682
Prefunding balanced used to offset prior years funding requirement	2016-12-31	6,297
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	45,064
Present value of excess contributions	2016-12-31	1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	45,515
Total employer contributions	2016-12-31	130,349
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	125,761
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	7,180
Net shortfall amortization installment of oustanding balance	2016-12-31	377,727
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	125,758
Additional cash requirement	2016-12-31	125,758
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	125,761
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2010: UNITED WAY OF CENTRAL OKLAHOMA, INC. 2010 401k membership
Total participants, beginning-of-year	2010-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
Number of retired or separated participants receiving benefits	2010-01-01	4
Number of other retired or separated participants entitled to future benefits	2010-01-01	33
Total of all active and inactive participants	2010-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	58
Number of participants with account balances	2010-01-01	0
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 CENTRAL OKLAHOMA, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	59
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	23
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	31
Total of all active and inactive participants	2009-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	58
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0
Number of employers contributing to the scheme	2009-01-01	0

Financial Data on UNITED WAY OF CENTRAL OKLAHOMA, INC.

Measure	Date	Value
2010 : UNITED WAY OF CENTRAL OKLAHOMA, INC. 2010 401k financial data
Total income from all sources	2010-12-31	$326,505
Expenses. Total of all expenses incurred	2010-12-31	$90,392
Benefits paid (including direct rollovers)	2010-12-31	$82,652
Total plan assets at end of year	2010-12-31	$1,828,541
Total plan assets at beginning of year	2010-12-31	$1,592,428
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$7,740
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$236,117
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$236,113
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,828,541
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,592,428
Total contributions received or receivable from employer(s)	2010-12-31	$90,388
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : UNITED WAY OF CENTRAL OKLAHOMA, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNITED WAY OF CENTRAL OKLAHOMA, INC.

2010: UNITED WAY OF CENTRAL OKLAHOMA, INC. 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 benefit arrangement – Insurance	Yes
2009: UNITED WAY OF CENTRAL OKLAHOMA, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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 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

051870-K

Policy instance

Insurance contract or identification number	051870-K
Number of Individuals Covered	58
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $863
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
Commission paid to Insurance Broker	USD $240
Amount paid for insurance broker fees	240
Additional information about fees paid to insurance broker	COMPENSATION
Insurance broker organization code?	3
Insurance broker name	CHRISTOPHER GEDDIE

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See full terms and conditions

Company Name:	UNITED WAY OF CENTRAL OKLAHOMA, INC.
Employer identification number (EIN):	730589829
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations