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UNITED WAY OF BUCKS COUNTY 401K PLAN 401k Plan overview

Plan NameUNITED WAY OF BUCKS COUNTY 401K PLAN
Plan identification number 002

UNITED WAY OF BUCKS COUNTY 401K PLAN Benefits

401k Plan TypeDefined 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 BUCKS COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF BUCKS COUNTY
Employer identification number (EIN):231409706
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 BUCKS COUNTY 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01FAITH PARKINSON2024-07-16
0022022-01-01FAITH PARKINSON2023-08-01
0022021-01-01FAITH PARKINSON2022-07-28
0022020-01-01FAITH PARKINSON2021-07-16
0022019-01-01FAITH PARKINSON2020-07-07
0022018-01-01FAITH PARKINSON2019-07-26
0022017-01-01FAITH PARKINSON2018-10-05
0022016-01-01
0022015-01-01JOHN RAMIREZ JR.2016-09-27
0022014-01-01JOHN RAMIREZ JR.2015-07-29
0022013-01-01JOHN RAMIREZ JR.2014-10-14
0022012-01-01JOHN RAMIREZ JR.2013-07-30
0022011-01-01JOHN RAMIREZ JR.2012-07-30
0022010-01-01JOHN RAMIREZ JR.2011-07-29

Plan Statistics for UNITED WAY OF BUCKS COUNTY 401K PLAN

401k plan membership statisitcs for UNITED WAY OF BUCKS COUNTY 401K PLAN

Measure Date Value
2016: UNITED WAY OF BUCKS COUNTY 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0118
Total number of active participants reported on line 7a of the Form 55002016-01-0111
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0119
Number of participants with account balances2016-01-0117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011

Financial Data on UNITED WAY OF BUCKS COUNTY 401K PLAN

Measure Date Value
2016 : UNITED WAY OF BUCKS COUNTY 401K PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,327
Expenses. Total of all expenses incurred2016-12-31$1,675
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$393,169
Total plan assets at beginning of year2016-12-31$393,517
Value of fidelity bond covering the plan2016-12-31$200,000
Expenses. Other expenses not covered elsewhere2016-12-31$0
Other income received2016-12-31$1,327
Net income (gross income less expenses)2016-12-31$-348
Net plan assets at end of year (total assets less liabilities)2016-12-31$393,169
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$393,517
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,675

Form 5500 Responses for UNITED WAY OF BUCKS COUNTY 401K PLAN

2016: UNITED WAY OF BUCKS COUNTY 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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