401k Plan data: UNITED WAY OF KING COUNTY RETIREMENT PLAN plan

UNITED WAY OF KING COUNTY RETIREMENT PLAN 401k Plan overview

Plan Name	UNITED WAY OF KING COUNTY RETIREMENT PLAN
Plan identification number	003

UNITED WAY OF KING COUNTY RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

UNITED WAY OF KING COUNTY has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF KING COUNTY

Employer identification number (EIN): 910565555

NAIC Classification: 624200

Additional information about UNITED WAY OF KING COUNTY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1952-01-31

Company Identification Number: 601139530

Legal Registered Office Address: 720 2ND AVE

SEATTLE
United States of America (USA)
981041702

More information about UNITED WAY OF KING COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF KING COUNTY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2012-01-01 JIM YEARBY JIM YEARBY 2012-12-13
003 2011-01-01 JIM YEARBY JIM YEARBY 2012-10-01
003 2009-01-01 JIM YEARBY JIM YEARBY 2010-10-08
003 2009-01-01 JIM YEARBY
003 2009-01-01 JIM YEARBY
003 2009-01-01 JIM YEARBY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2012-01-01	JIM YEARBY	JIM YEARBY	2012-12-13
003	2011-01-01	JIM YEARBY	JIM YEARBY	2012-10-01
003	2009-01-01	JIM YEARBY	JIM YEARBY	2010-10-08
003	2009-01-01	JIM YEARBY
003	2009-01-01	JIM YEARBY
003	2009-01-01	JIM YEARBY

Plan Statistics for UNITED WAY OF KING COUNTY RETIREMENT PLAN

401k plan membership statisitcs for UNITED WAY OF KING COUNTY RETIREMENT PLAN

Measure Date Value
2012: UNITED WAY OF KING COUNTY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 0
Number of participants with account balances 2012-01-01 0
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 KING COUNTY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 98
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 109
Number of participants with account balances 2011-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: UNITED WAY OF KING COUNTY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 114
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 41
Total of all active and inactive participants 2009-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 155
Number of participants with account balances 2009-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2012: UNITED WAY OF KING COUNTY RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	0
Number of participants with account balances	2012-01-01	0
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 KING COUNTY RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	98
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	109
Number of participants with account balances	2011-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: UNITED WAY OF KING COUNTY RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	114
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	41
Total of all active and inactive participants	2009-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	155
Number of participants with account balances	2009-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on UNITED WAY OF KING COUNTY RETIREMENT PLAN

Measure	Date	Value
2012 : UNITED WAY OF KING COUNTY RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-05-04	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-04	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-04	$0
Total income from all sources (including contributions)	2012-05-04	$8,039
Total loss/gain on sale of assets	2012-05-04	$0
Total of all expenses incurred	2012-05-04	$2,326,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-04	$2,320,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-04	$0
Value of total assets at end of year	2012-05-04	$0
Value of total assets at beginning of year	2012-05-04	$2,318,656
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-04	$6,660
Total interest from all sources	2012-05-04	$7
Total dividends received (eg from common stock, registered investment company shares)	2012-05-04	$5,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-04	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2012-05-04	$0
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-04	$5,864
Was this plan covered by a fidelity bond	2012-05-04	Yes
Value of fidelity bond cover	2012-05-04	$500,000
If this is an individual account plan, was there a blackout period	2012-05-04	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-04	$0
Were there any nonexempt tranactions with any party-in-interest	2012-05-04	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-04	No
Value of net income/loss	2012-05-04	$-2,318,656
Value of net assets at end of year (total assets less liabilities)	2012-05-04	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-05-04	$2,318,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-04	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-04	No
Were any leases to which the plan was party in default or uncollectible	2012-05-04	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-04	$1,709,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-05-04	$500,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-05-04	$500,696
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-05-04	$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-04	$2,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-04	No
Was there a failure to transmit to the plan any participant contributions	2012-05-04	No
Has the plan failed to provide any benefit when due under the plan	2012-05-04	No
Employer contributions (assets) at beginning of year	2012-05-04	$108,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-04	$2,320,035
Contract administrator fees	2012-05-04	$6,660
Did the plan have assets held for investment	2012-05-04	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-04	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-04	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-04	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-04	Disclaimer
Accountancy firm name	2012-05-04	MOSS ADAMS LLP
Accountancy firm EIN	2012-05-04	910189318
2011 : UNITED WAY OF KING COUNTY RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$35,126
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$227,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$223,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$75,967
Value of total assets at end of year	2011-12-31	$2,318,656
Value of total assets at beginning of year	2011-12-31	$2,510,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,330
Total interest from all sources	2011-12-31	$14
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$30,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$30,723
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$108,729
Amount contributed by the employer to the plan for this plan year	2011-12-31	$108,729
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-191,973
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,318,656
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,510,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,709,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,894,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$500,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$580,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$580,159
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-71,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$75,967
Employer contributions (assets) at end of year	2011-12-31	$108,729
Employer contributions (assets) at beginning of year	2011-12-31	$35,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$223,769
Contract administrator fees	2011-12-31	$3,330
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2011-12-31	910189318
2010 : UNITED WAY OF KING COUNTY RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$250,027
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$107,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$107,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$35,472
Value of total assets at end of year	2010-12-31	$2,510,629
Value of total assets at beginning of year	2010-12-31	$2,368,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$0
Total interest from all sources	2010-12-31	$46
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$25,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$25,686
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$35,473
Amount contributed by the employer to the plan for this plan year	2010-12-31	$35,473
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$142,383
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,510,629
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,368,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,894,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$1,594,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$580,159
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$534,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$534,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$188,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$35,472
Employer contributions (assets) at end of year	2010-12-31	$35,473
Employer contributions (assets) at beginning of year	2010-12-31	$239,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$107,644
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2010-12-31	910189318
2009 : UNITED WAY OF KING COUNTY RETIREMENT PLAN 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$239,785
Amount contributed by the employer to the plan for this plan year	2009-12-31	$239,785

Form 5500 Responses for UNITED WAY OF KING COUNTY RETIREMENT PLAN

2012: UNITED WAY OF KING COUNTY RETIREMENT 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	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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 KING COUNTY RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: UNITED WAY OF KING COUNTY RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED WAY OF KING COUNTY
Employer identification number (EIN):	910565555
NAIC Classification:	624200

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1952-01-31
Company Identification Number:	601139530
Legal Registered Office Address:	720 2ND AVE SEATTLE United States of America (USA) 981041702