401k Plan data: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN plan

UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 401k Plan overview

Plan Name	UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN
Plan identification number	002

UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 MERCER COUNTY has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GREATER MERCER COUNTY

Employer identification number (EIN): 210683073

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 MERCER COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 SANDRA TOUSSAINT
002 2016-01-01 SANDRA TOUSSAINT
002 2015-01-01 HERBERT KLEIN
002 2014-01-01 HERBERT KLEIN
002 2013-01-01 CATHERINE DYCIEWSKI
002 2012-01-01 CATHERINE DYCIEWSKI CATHERINE DYCIEWSKI 2013-08-22
002 2011-11-01 CATHERINE DYCIEWSKI CATHERINE DYCIEWSKI 2013-08-22

Plan Statistics for UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN

401k plan membership statisitcs for UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN

Measure Date Value
2023: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 9
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 4
Total of all active and inactive participants 2023-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 13
Number of participants with account balances 2023-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
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 5
Total of all active and inactive participants 2022-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 12
Number of participants with account balances 2022-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 9
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 5
Total of all active and inactive participants 2021-01-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 14
Number of participants with account balances 2021-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 7
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 5
Total of all active and inactive participants 2020-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 12
Number of participants with account balances 2020-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 9
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 6
Total of all active and inactive participants 2019-01-01 15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 12
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 MERCER COUNTY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of other retired or separated participants entitled to future benefits 2018-01-01 7
Total of all active and inactive participants 2018-01-01 16
Total participants 2018-01-01 16
Number of participants with account balances 2018-01-01 15
2017: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 12
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 9
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 11
Total of all active and inactive participants 2015-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 20
Number of participants with account balances 2015-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
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 15
Total of all active and inactive participants 2014-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 31
Number of participants with account balances 2014-01-01 27
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 MERCER COUNTY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
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 14
Total of all active and inactive participants 2013-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 29
Number of participants with account balances 2013-01-01 25
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 MERCER COUNTY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 35
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 31
Total participants 2012-01-01 31
Number of participants with account balances 2012-01-01 25
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 MERCER COUNTY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 18
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 17
Total of all active and inactive participants 2011-11-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 35
Number of participants with account balances 2011-11-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0

Measure	Date	Value
2023: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	9
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	4
Total of all active and inactive participants	2023-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	13
Number of participants with account balances	2023-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
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	5
Total of all active and inactive participants	2022-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	12
Number of participants with account balances	2022-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	9
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	5
Total of all active and inactive participants	2021-01-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	14
Number of participants with account balances	2021-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	7
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	5
Total of all active and inactive participants	2020-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	12
Number of participants with account balances	2020-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	9
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	6
Total of all active and inactive participants	2019-01-01	15
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	12
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 MERCER COUNTY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of other retired or separated participants entitled to future benefits	2018-01-01	7
Total of all active and inactive participants	2018-01-01	16
Total participants	2018-01-01	16
Number of participants with account balances	2018-01-01	15
2017: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	12
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	9
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	11
Total of all active and inactive participants	2015-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	20
Number of participants with account balances	2015-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
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	15
Total of all active and inactive participants	2014-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	31
Number of participants with account balances	2014-01-01	27
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 MERCER COUNTY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
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	14
Total of all active and inactive participants	2013-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	29
Number of participants with account balances	2013-01-01	25
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 MERCER COUNTY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	35
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	31
Total participants	2012-01-01	31
Number of participants with account balances	2012-01-01	25
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 MERCER COUNTY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	18
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	17
Total of all active and inactive participants	2011-11-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	35
Number of participants with account balances	2011-11-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0

Financial Data on UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN

Measure	Date	Value
2023 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$120,800
Expenses. Total of all expenses incurred	2023-12-31	$21,041
Benefits paid (including direct rollovers)	2023-12-31	$18,820
Total plan assets at end of year	2023-12-31	$545,939
Total plan assets at beginning of year	2023-12-31	$446,180
Value of fidelity bond covering the plan	2023-12-31	$100,000
Assets. Value of tangible personal property	2023-12-31	$0
Total contributions received or receivable from participants	2023-12-31	$30,867
Assets. Value of loans (other than to participants)	2023-12-31	$0
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$72,360
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$99,759
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$545,939
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$446,180
Assets. Value of participant loans	2023-12-31	$3,259
Assets. Value of assets in partnership/joint-venture interests	2023-12-31	$0
Assets. Value of real-estate (other than employer real property)	2023-12-31	$0
Assets. Value of employer securities	2023-12-31	$0
Assets. Value of employer real property	2023-12-31	$0
Total contributions received or receivable from employer(s)	2023-12-31	$17,573
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$2,171
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$50
2022 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-50,788
Expenses. Total of all expenses incurred	2022-12-31	$71,916
Benefits paid (including direct rollovers)	2022-12-31	$68,242
Total plan assets at end of year	2022-12-31	$446,180
Total plan assets at beginning of year	2022-12-31	$568,884
Value of fidelity bond covering the plan	2022-12-31	$100,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$27,883
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$0
Other income received	2022-12-31	$-91,539
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-122,704
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$446,180
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$568,884
Assets. Value of participant loans	2022-12-31	$7,304
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$12,868
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$3,649
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$25
2021 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$102,542
Expenses. Total of all expenses incurred	2021-12-31	$2,594
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$568,884
Total plan assets at beginning of year	2021-12-31	$468,936
Value of fidelity bond covering the plan	2021-12-31	$100,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$27,246
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$55,760
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$99,948
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$568,884
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$468,936
Assets. Value of participant loans	2021-12-31	$11,142
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$19,536
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$2,506
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$88
2020 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$94,854
Expenses. Total of all expenses incurred	2020-12-31	$53,779
Benefits paid (including direct rollovers)	2020-12-31	$52,534
Total plan assets at end of year	2020-12-31	$468,936
Total plan assets at beginning of year	2020-12-31	$427,861
Value of fidelity bond covering the plan	2020-12-31	$100,000
Assets. Value of tangible personal property	2020-12-31	$0
Total contributions received or receivable from participants	2020-12-31	$28,266
Assets. Value of loans (other than to participants)	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$58,575
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$41,075
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$468,936
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$427,861
Assets. Value of participant loans	2020-12-31	$0
Assets. Value of assets in partnership/joint-venture interests	2020-12-31	$0
Assets. Value of real-estate (other than employer real property)	2020-12-31	$0
Assets. Value of employer securities	2020-12-31	$0
Assets. Value of employer real property	2020-12-31	$0
Total contributions received or receivable from employer(s)	2020-12-31	$8,013
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$1,245
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$0
2019 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$131,987
Expenses. Total of all expenses incurred	2019-12-31	$74,837
Benefits paid (including direct rollovers)	2019-12-31	$74,818
Total plan assets at end of year	2019-12-31	$427,861
Total plan assets at beginning of year	2019-12-31	$370,711
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$38,706
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$68,018
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$57,150
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$427,861
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$370,711
Assets. Value of participant loans	2019-12-31	$0
Total contributions received or receivable from employer(s)	2019-12-31	$25,263
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$19
2018 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$39,434
Expenses. Total of all expenses incurred	2018-12-31	$25
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$370,711
Total plan assets at beginning of year	2018-12-31	$331,302
Value of fidelity bond covering the plan	2018-12-31	$100,000
Total contributions received or receivable from participants	2018-12-31	$38,133
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-16,251
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$39,409
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$370,711
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$331,302
Assets. Value of participant loans	2018-12-31	$101
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2018-12-31	$0
Total contributions received or receivable from employer(s)	2018-12-31	$17,552
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$25
2017 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$94,724
Expenses. Total of all expenses incurred	2017-12-31	$246,675
Benefits paid (including direct rollovers)	2017-12-31	$246,531
Total plan assets at end of year	2017-12-31	$331,302
Total plan assets at beginning of year	2017-12-31	$483,253
Value of fidelity bond covering the plan	2017-12-31	$100,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$36,181
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$43,005
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$-151,951
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$331,302
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$483,253
Assets. Value of participant loans	2017-12-31	$1,380
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$15,538
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$144
2016 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$103,890
Expenses. Total of all expenses incurred	2016-12-31	$131,656
Benefits paid (including direct rollovers)	2016-12-31	$130,864
Total plan assets at end of year	2016-12-31	$483,253
Total plan assets at beginning of year	2016-12-31	$511,019
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$50,507
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$29,364
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$-27,766
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$483,253
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$511,019
Assets. Value of participant loans	2016-12-31	$4,411
Total contributions received or receivable from employer(s)	2016-12-31	$24,019
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$767
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$25
2015 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$73,860
Expenses. Total of all expenses incurred	2015-12-31	$279,312
Benefits paid (including direct rollovers)	2015-12-31	$279,187
Total plan assets at end of year	2015-12-31	$511,019
Total plan assets at beginning of year	2015-12-31	$716,471
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$59,183
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-13,261
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-205,452
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$511,019
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$716,471
Assets. Value of participant loans	2015-12-31	$3,000
Total contributions received or receivable from employer(s)	2015-12-31	$27,938
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$125
2014 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$165,185
Expenses. Total of all expenses incurred	2014-12-31	$199,710
Benefits paid (including direct rollovers)	2014-12-31	$199,629
Total plan assets at end of year	2014-12-31	$716,471
Total plan assets at beginning of year	2014-12-31	$750,996
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$92,414
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$5,548
Other income received	2014-12-31	$35,848
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-34,525
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$716,471
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$750,996
Assets. Value of participant loans	2014-12-31	$18,000
Total contributions received or receivable from employer(s)	2014-12-31	$31,375
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$81
2013 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$195,544
Expenses. Total of all expenses incurred	2013-12-31	$87,061
Benefits paid (including direct rollovers)	2013-12-31	$87,061
Total plan assets at end of year	2013-12-31	$750,996
Total plan assets at beginning of year	2013-12-31	$642,513
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$80,942
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$85,846
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$108,483
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$750,996
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$642,513
Total contributions received or receivable from employer(s)	2013-12-31	$28,756
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$203,725
Expenses. Total of all expenses incurred	2012-12-31	$200,932
Benefits paid (including direct rollovers)	2012-12-31	$200,832
Total plan assets at end of year	2012-12-31	$642,513
Total plan assets at beginning of year	2012-12-31	$639,720
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$69,621
Contributions received from other sources (not participants or employers)	2012-12-31	$13,222
Other income received	2012-12-31	$62,519
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$2,793
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$642,513
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$639,720
Total contributions received or receivable from employer(s)	2012-12-31	$58,363
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$623,899
Total plan liabilities at end of year	2011-12-31	$0
Total income from all sources	2011-12-31	$33,026
Expenses. Total of all expenses incurred	2011-12-31	$17,205
Benefits paid (including direct rollovers)	2011-12-31	$17,205
Total plan assets at end of year	2011-12-31	$639,720
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$5,258
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$16,352
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$15,821
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$639,720
Assets. Value of participant loans	2011-12-31	$1,974
Total contributions received or receivable from employer(s)	2011-12-31	$11,416
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0

Form 5500 Responses for UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN

2023: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNITED WAY OF GREATER MERCER COUNTY 401(K) 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	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 MERCER COUNTY 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED WAY OF GREATER MERCER COUNTY 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: UNITED WAY OF GREATER MERCER COUNTY 401(K) 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: UNITED WAY OF GREATER MERCER COUNTY 401(K) 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED WAY OF GREATER MERCER COUNTY 401(K) 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNITED WAY OF GREATER MERCER COUNTY 401(K) 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNITED WAY OF GREATER MERCER COUNTY 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNITED WAY OF GREATER MERCER COUNTY 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNITED WAY OF GREATER MERCER COUNTY 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNITED WAY OF GREATER MERCER COUNTY 401(K) PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	First time form 5500 has been submitted	Yes
2011-11-01	Submission has been amended	Yes
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED WAY OF GREATER MERCER COUNTY
Employer identification number (EIN):	210683073
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations