401k Plan data: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN plan

UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN
Plan identification number	001

UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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 BREVARD COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF BREVARD COUNTY, INC.

Employer identification number (EIN): 590836384

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 BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 CARON PARTRIDGE 2023-10-11
001 2021-01-01 DAWN PETRELLA 2022-10-03
001 2020-01-01
001 2019-01-01
001 2018-01-01 ROBERT R. RAINS
001 2017-01-01 ROBERT R. RAINS
001 2016-01-01 ROBERT R. RAINS
001 2015-01-01 ROBERT R. RAINS
001 2014-01-01 ROBERT R RAINS 2015-06-09 ROBERT R. RAINS 2015-06-09
001 2013-01-01 ROBERT R RAINS 2014-06-05
001 2012-01-01 ROBERT R RAINS 2013-06-14
001 2011-01-01 ROBERT R RAINS 2012-06-18
001 2010-01-01 ROBERT RAINS 2011-05-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	CARON PARTRIDGE	2023-10-11
001	2021-01-01	DAWN PETRELLA	2022-10-03
001	2020-01-01
001	2019-01-01
001	2018-01-01	ROBERT R. RAINS
001	2017-01-01	ROBERT R. RAINS
001	2016-01-01	ROBERT R. RAINS
001	2015-01-01	ROBERT R. RAINS
001	2014-01-01	ROBERT R RAINS	2015-06-09	ROBERT R. RAINS	2015-06-09
001	2013-01-01	ROBERT R RAINS	2014-06-05
001	2012-01-01	ROBERT R RAINS	2013-06-14
001	2011-01-01	ROBERT R RAINS	2012-06-18
001	2010-01-01	ROBERT RAINS	2011-05-20

Plan Statistics for UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 28
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 35
Total of all active and inactive participants 2022-01-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 63
Number of participants with account balances 2022-01-01 60
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 BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 61
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 31
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 34
Total of all active and inactive participants 2021-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 65
Number of participants with account balances 2021-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 58
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 26
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 35
Total of all active and inactive participants 2020-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 61
Number of participants with account balances 2020-01-01 61
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 BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 55
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 33
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 25
Total of all active and inactive participants 2019-01-01 58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 58
Number of participants with account balances 2019-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 32
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 54
Number of participants with account balances 2018-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 57
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 34
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 23
Total of all active and inactive participants 2017-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 57
Number of participants with account balances 2017-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 34
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 23
Total of all active and inactive participants 2016-01-01 57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 57
Number of participants with account balances 2016-01-01 49
2015: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING 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 30
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 23
Total of all active and inactive participants 2015-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 53
Number of participants with account balances 2015-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1

Measure	Date	Value
2022: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	28
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	35
Total of all active and inactive participants	2022-01-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	63
Number of participants with account balances	2022-01-01	60
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 BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	61
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	31
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	34
Total of all active and inactive participants	2021-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	65
Number of participants with account balances	2021-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	58
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	26
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	35
Total of all active and inactive participants	2020-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	61
Number of participants with account balances	2020-01-01	61
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 BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	55
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	33
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	25
Total of all active and inactive participants	2019-01-01	58
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	58
Number of participants with account balances	2019-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	32
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	54
Number of participants with account balances	2018-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	57
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	34
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	23
Total of all active and inactive participants	2017-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	57
Number of participants with account balances	2017-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	34
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	23
Total of all active and inactive participants	2016-01-01	57
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	57
Number of participants with account balances	2016-01-01	49
2015: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING 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	30
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	23
Total of all active and inactive participants	2015-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	53
Number of participants with account balances	2015-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1

Financial Data on UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

Measure	Date	Value
2022 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-275,276
Expenses. Total of all expenses incurred	2022-12-31	$719,099
Benefits paid (including direct rollovers)	2022-12-31	$698,508
Total plan assets at end of year	2022-12-31	$1,814,944
Total plan assets at beginning of year	2022-12-31	$2,809,319
Value of fidelity bond covering the plan	2022-12-31	$250,000
Total contributions received or receivable from participants	2022-12-31	$39,910
Other income received	2022-12-31	$-428,242
Net income (gross income less expenses)	2022-12-31	$-994,375
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,814,944
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$2,809,319
Assets. Value of participant loans	2022-12-31	$23,019
Total contributions received or receivable from employer(s)	2022-12-31	$113,056
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$20,591
2021 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$536,199
Expenses. Total of all expenses incurred	2021-12-31	$182,923
Benefits paid (including direct rollovers)	2021-12-31	$159,548
Total plan assets at end of year	2021-12-31	$2,809,319
Total plan assets at beginning of year	2021-12-31	$2,456,043
Value of fidelity bond covering the plan	2021-12-31	$250,000
Total contributions received or receivable from participants	2021-12-31	$48,367
Contributions received from other sources (not participants or employers)	2021-12-31	$3,106
Other income received	2021-12-31	$362,634
Net income (gross income less expenses)	2021-12-31	$353,276
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$2,809,319
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,456,043
Assets. Value of participant loans	2021-12-31	$37,129
Total contributions received or receivable from employer(s)	2021-12-31	$122,092
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$23,375
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$549,045
Expenses. Total of all expenses incurred	2020-12-31	$224,108
Benefits paid (including direct rollovers)	2020-12-31	$196,682
Total plan assets at end of year	2020-12-31	$2,456,043
Total plan assets at beginning of year	2020-12-31	$2,131,106
Value of fidelity bond covering the plan	2020-12-31	$250,000
Total contributions received or receivable from participants	2020-12-31	$46,564
Expenses. Other expenses not covered elsewhere	2020-12-31	$1,198
Contributions received from other sources (not participants or employers)	2020-12-31	$79,441
Other income received	2020-12-31	$314,558
Net income (gross income less expenses)	2020-12-31	$324,937
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,456,043
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,131,106
Assets. Value of participant loans	2020-12-31	$38,727
Total contributions received or receivable from employer(s)	2020-12-31	$108,482
Value of certain deemed distributions of participant loans	2020-12-31	$7,972
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$18,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$606,876
Expenses. Total of all expenses incurred	2019-12-31	$227,809
Benefits paid (including direct rollovers)	2019-12-31	$213,206
Total plan assets at end of year	2019-12-31	$2,131,106
Total plan assets at beginning of year	2019-12-31	$1,752,039
Value of fidelity bond covering the plan	2019-12-31	$250,000
Total contributions received or receivable from participants	2019-12-31	$80,874
Other income received	2019-12-31	$375,778
Net income (gross income less expenses)	2019-12-31	$379,067
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,131,106
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,752,039
Assets. Value of participant loans	2019-12-31	$37,431
Total contributions received or receivable from employer(s)	2019-12-31	$150,224
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$14,603
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$94,935
Expenses. Total of all expenses incurred	2018-12-31	$60,351
Benefits paid (including direct rollovers)	2018-12-31	$37,220
Total plan assets at end of year	2018-12-31	$1,752,039
Total plan assets at beginning of year	2018-12-31	$1,717,455
Value of fidelity bond covering the plan	2018-12-31	$250,000
Total contributions received or receivable from participants	2018-12-31	$163,285
Contributions received from other sources (not participants or employers)	2018-12-31	$17,160
Other income received	2018-12-31	$-107,720
Net income (gross income less expenses)	2018-12-31	$34,584
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,752,039
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,717,455
Assets. Value of participant loans	2018-12-31	$49,919
Total contributions received or receivable from employer(s)	2018-12-31	$22,210
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$23,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$370,205
Expenses. Total of all expenses incurred	2017-12-31	$151,444
Benefits paid (including direct rollovers)	2017-12-31	$130,167
Total plan assets at end of year	2017-12-31	$1,717,455
Total plan assets at beginning of year	2017-12-31	$1,498,694
Value of fidelity bond covering the plan	2017-12-31	$250,000
Total contributions received or receivable from participants	2017-12-31	$56,668
Contributions received from other sources (not participants or employers)	2017-12-31	$19,438
Other income received	2017-12-31	$198,041
Net income (gross income less expenses)	2017-12-31	$218,761
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,717,455
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,498,694
Assets. Value of participant loans	2017-12-31	$22,979
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	2017-12-31	$3,076
Total contributions received or receivable from employer(s)	2017-12-31	$96,058
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$21,277
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$325,161
Expenses. Total of all expenses incurred	2016-12-31	$117,178
Benefits paid (including direct rollovers)	2016-12-31	$97,914
Total plan assets at end of year	2016-12-31	$1,498,694
Total plan assets at beginning of year	2016-12-31	$1,290,711
Value of fidelity bond covering the plan	2016-12-31	$250,000
Total contributions received or receivable from participants	2016-12-31	$47,667
Other income received	2016-12-31	$156,099
Net income (gross income less expenses)	2016-12-31	$207,983
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,498,694
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,290,711
Assets. Value of participant loans	2016-12-31	$29,975
Total contributions received or receivable from employer(s)	2016-12-31	$121,395
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$19,264
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$148,704
Expenses. Total of all expenses incurred	2015-12-31	$92,610
Benefits paid (including direct rollovers)	2015-12-31	$80,118
Total plan assets at end of year	2015-12-31	$1,290,711
Total plan assets at beginning of year	2015-12-31	$1,234,617
Value of fidelity bond covering the plan	2015-12-31	$250,000
Total contributions received or receivable from participants	2015-12-31	$45,614
Other income received	2015-12-31	$-15,694
Net income (gross income less expenses)	2015-12-31	$56,094
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,290,711
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,234,617
Assets. Value of participant loans	2015-12-31	$42,829
Total contributions received or receivable from employer(s)	2015-12-31	$118,784
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$12,492
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0

Form 5500 Responses for UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN

2022: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING 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 BREVARD COUNTY, INC. 401K PROFIT SHARING 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 BREVARD COUNTY, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNITED WAY OF BREVARD COUNTY, INC. 401K PROFIT SHARING 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 BREVARD COUNTY, INC. 401K PROFIT SHARING 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

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Company Name:	UNITED WAY OF BREVARD COUNTY, INC.
Employer identification number (EIN):	590836384
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations