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PENSION PLAN OF UNITED WAY OF THE BAY AREA 401k Plan overview

Plan NamePENSION PLAN OF UNITED WAY OF THE BAY AREA
Plan identification number 001

PENSION PLAN OF UNITED WAY OF THE BAY AREA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

UNITED WAY OF THE BAY AREA has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE BAY AREA
Employer identification number (EIN):941312348
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF THE BAY AREA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0301266

More information about UNITED WAY OF THE BAY AREA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF UNITED WAY OF THE BAY AREA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01JOAN CATHERINE BRAUN
0012015-07-01JOAN CATHERINE BRAUN JOAN CATHERINE BRAUN2017-04-10
0012014-07-01JOAN CATHERINE BRAUN JOAN CATHERINE BRAUN2016-04-15
0012013-07-01JOAN CATHERINE BRAUN JOAN CATHERINE BRAUN2015-04-13
0012012-07-01JOAN CATHERINE BRAUN JOAN CATHERINE BRAUN2014-04-15
0012011-07-01JOAN CATHERINE BRAUN JOAN CATHERINE BRAUN2013-04-12
0012010-07-01HSIAOTUNG LEU
0012009-07-01JOAN BRAUN JOAN BRAUN2011-04-12

Plan Statistics for PENSION PLAN OF UNITED WAY OF THE BAY AREA

401k plan membership statisitcs for PENSION PLAN OF UNITED WAY OF THE BAY AREA

Measure Date Value
2023: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2023 401k membership
Market value of plan assets2023-06-3011,214,867
Acturial value of plan assets2023-06-3012,300,254
Funding target for retired participants and beneficiaries receiving payment2023-06-307,415,882
Number of terminated vested participants2023-06-3066
Fundng target for terminated vested participants2023-06-304,173,000
Active participant vested funding target2023-06-301,234,480
Number of active participants2023-06-306
Total funding liabilities for active participants2023-06-301,234,480
Total participant count2023-06-30135
Total funding target for all participants2023-06-3012,823,362
Balance at beginning of prior year after applicable adjustments2023-06-300
Prefunding balance at beginning of prior year after applicable adjustments2023-06-300
Amount remaining of carryover balance2023-06-300
Amount remaining of prefunding balance2023-06-300
Present value of excess contributions2023-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-06-300
Reductions in caryover balances due to elections or deemed elections2023-06-300
Reductions in prefunding balances due to elections or deemed elections2023-06-300
Balance of carryovers at beginning of current year2023-06-300
Balance of prefunding at beginning of current year2023-06-300
Total employer contributions2023-06-30117,271
Total employee contributions2023-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-06-300
Contributions made to avoid restrictions adjusted to valuation date2023-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-06-30108,753
Liquidity shortfalls end of Q12023-06-300
Liquidity shortfalls end of Q22023-06-300
Liquidity shortfalls end of Q32023-06-300
Liquidity shortfalls end of Q42023-06-300
Unpaid minimum required contributions for all prior years2023-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-06-300
Remaining amount of unpaid minimum required contributions2023-06-300
Minimum required contributions for current year target normal cost2023-06-3059,000
Net shortfall amortization installment of oustanding balance2023-06-30523,108
Waiver amortization installment2023-06-300
Total funding amount beforereflecting carryover/prefunding balances2023-06-30107,341
Carryover balance elected to use to offset funding requirement2023-06-300
Prefunding balance elected to use to offset funding requirement2023-06-300
Additional cash requirement2023-06-30107,341
Contributions allocatedtoward minimum required contributions for current year2023-06-30108,753
Unpaid minimum required contributions for current year2023-06-300
Unpaid minimum required contributions for all years2023-06-300
2022: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2022 401k membership
Total participants, beginning-of-year2022-07-01135
Total number of active participants reported on line 7a of the Form 55002022-07-015
Number of retired or separated participants receiving benefits2022-07-0158
Number of other retired or separated participants entitled to future benefits2022-07-0163
Total of all active and inactive participants2022-07-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-014
Total participants2022-07-01130
Market value of plan assets2022-06-3015,021,230
Acturial value of plan assets2022-06-3013,528,220
Funding target for retired participants and beneficiaries receiving payment2022-06-306,736,226
Number of terminated vested participants2022-06-3079
Fundng target for terminated vested participants2022-06-304,674,411
Active participant vested funding target2022-06-301,641,580
Number of active participants2022-06-307
Total funding liabilities for active participants2022-06-301,642,173
Total participant count2022-06-30140
Total funding target for all participants2022-06-3013,052,810
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-300
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-300
Present value of excess contributions2022-06-30483
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-30510
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-300
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-300
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-3055,000
Net shortfall amortization installment of oustanding balance2022-06-300
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-300
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2021 401k membership
Total participants, beginning-of-year2021-07-01140
Total number of active participants reported on line 7a of the Form 55002021-07-016
Number of retired or separated participants receiving benefits2021-07-0159
Number of other retired or separated participants entitled to future benefits2021-07-0166
Total of all active and inactive participants2021-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-014
Total participants2021-07-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3012,822,922
Acturial value of plan assets2021-06-3012,820,658
Funding target for retired participants and beneficiaries receiving payment2021-06-305,387,424
Number of terminated vested participants2021-06-3081
Fundng target for terminated vested participants2021-06-306,276,121
Active participant vested funding target2021-06-301,290,442
Number of active participants2021-06-307
Total funding liabilities for active participants2021-06-301,299,634
Total participant count2021-06-30143
Total funding target for all participants2021-06-3012,963,179
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-300
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-300
Present value of excess contributions2021-06-301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-300
Total employer contributions2021-06-30193,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-30187,864
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-30174,000
Net shortfall amortization installment of oustanding balance2021-06-30142,521
Total funding amount beforereflecting carryover/prefunding balances2021-06-30187,381
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-300
Additional cash requirement2021-06-30187,381
Contributions allocatedtoward minimum required contributions for current year2021-06-30187,864
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2020 401k membership
Total participants, beginning-of-year2020-07-01143
Total number of active participants reported on line 7a of the Form 55002020-07-017
Number of retired or separated participants receiving benefits2020-07-0150
Number of other retired or separated participants entitled to future benefits2020-07-0179
Total of all active and inactive participants2020-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-014
Total participants2020-07-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3013,105,737
Acturial value of plan assets2020-06-3013,029,229
Funding target for retired participants and beneficiaries receiving payment2020-06-305,422,405
Number of terminated vested participants2020-06-3081
Fundng target for terminated vested participants2020-06-304,859,377
Active participant vested funding target2020-06-303,550,182
Number of active participants2020-06-3015
Total funding liabilities for active participants2020-06-303,073,050
Total participant count2020-06-30151
Total funding target for all participants2020-06-3013,354,832
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-300
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-300
Present value of excess contributions2020-06-301
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-301
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-300
Total employer contributions2020-06-30315,185
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-30301,041
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-30247,000
Net shortfall amortization installment of oustanding balance2020-06-30325,603
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-30300,811
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-300
Additional cash requirement2020-06-30300,811
Contributions allocatedtoward minimum required contributions for current year2020-06-30301,041
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2019 401k membership
Total participants, beginning-of-year2019-07-01151
Total number of active participants reported on line 7a of the Form 55002019-07-017
Number of retired or separated participants receiving benefits2019-07-0150
Number of other retired or separated participants entitled to future benefits2019-07-0181
Total of all active and inactive participants2019-07-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-015
Total participants2019-07-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3012,974,374
Acturial value of plan assets2019-06-3012,696,885
Funding target for retired participants and beneficiaries receiving payment2019-06-305,301,076
Number of terminated vested participants2019-06-3086
Fundng target for terminated vested participants2019-06-304,468,620
Active participant vested funding target2019-06-302,928,283
Number of active participants2019-06-3017
Total funding liabilities for active participants2019-06-302,973,806
Total participant count2019-06-30157
Total funding target for all participants2019-06-3012,743,502
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-300
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-300
Present value of excess contributions2019-06-3078,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-3083,527
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-300
Total employer contributions2019-06-30271,832
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-30247,611
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-30240,000
Net shortfall amortization installment of oustanding balance2019-06-3046,617
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-30247,610
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-300
Additional cash requirement2019-06-30247,610
Contributions allocatedtoward minimum required contributions for current year2019-06-30247,611
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2018 401k membership
Total participants, beginning-of-year2018-07-01157
Total number of active participants reported on line 7a of the Form 55002018-07-0115
Number of retired or separated participants receiving benefits2018-07-0150
Number of other retired or separated participants entitled to future benefits2018-07-0181
Total of all active and inactive participants2018-07-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-015
Total participants2018-07-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3012,748,399
Acturial value of plan assets2018-06-3012,622,038
Funding target for retired participants and beneficiaries receiving payment2018-06-305,360,723
Number of terminated vested participants2018-06-3086
Fundng target for terminated vested participants2018-06-304,073,916
Active participant vested funding target2018-06-302,938,373
Number of active participants2018-06-3018
Total funding liabilities for active participants2018-06-302,969,550
Total participant count2018-06-30158
Total funding target for all participants2018-06-3012,404,189
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-300
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-3082,674
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3078,918
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-30217,800
Net shortfall amortization installment of oustanding balance2018-06-300
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-300
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-3078,918
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2017 401k membership
Total participants, beginning-of-year2017-07-01158
Total number of active participants reported on line 7a of the Form 55002017-07-0117
Number of retired or separated participants receiving benefits2017-07-0149
Number of other retired or separated participants entitled to future benefits2017-07-0186
Total of all active and inactive participants2017-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-015
Total participants2017-07-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3012,426,524
Acturial value of plan assets2017-06-3013,071,366
Funding target for retired participants and beneficiaries receiving payment2017-06-305,337,328
Number of terminated vested participants2017-06-3092
Fundng target for terminated vested participants2017-06-303,959,487
Active participant vested funding target2017-06-302,793,318
Number of active participants2017-06-3018
Total funding liabilities for active participants2017-06-302,870,848
Total participant count2017-06-30162
Total funding target for all participants2017-06-3012,167,663
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-300
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-30203,000
Net shortfall amortization installment of oustanding balance2017-06-300
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2016 401k membership
Total participants, beginning-of-year2016-07-01162
Total number of active participants reported on line 7a of the Form 55002016-07-0118
Number of retired or separated participants receiving benefits2016-07-0151
Number of other retired or separated participants entitled to future benefits2016-07-0186
Total of all active and inactive participants2016-07-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2015 401k membership
Total participants, beginning-of-year2015-07-01167
Total number of active participants reported on line 7a of the Form 55002015-07-0118
Number of retired or separated participants receiving benefits2015-07-0149
Number of other retired or separated participants entitled to future benefits2015-07-0192
Total of all active and inactive participants2015-07-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-013
Total participants2015-07-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2014 401k membership
Total participants, beginning-of-year2014-07-01172
Total number of active participants reported on line 7a of the Form 55002014-07-0119
Number of retired or separated participants receiving benefits2014-07-0199
Number of other retired or separated participants entitled to future benefits2014-07-0146
Total of all active and inactive participants2014-07-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-013
Total participants2014-07-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2013 401k membership
Total participants, beginning-of-year2013-07-01179
Total number of active participants reported on line 7a of the Form 55002013-07-0124
Number of retired or separated participants receiving benefits2013-07-01101
Number of other retired or separated participants entitled to future benefits2013-07-0144
Total of all active and inactive participants2013-07-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2012 401k membership
Total participants, beginning-of-year2012-07-01207
Total number of active participants reported on line 7a of the Form 55002012-07-0125
Number of retired or separated participants receiving benefits2012-07-01110
Number of other retired or separated participants entitled to future benefits2012-07-0142
Total of all active and inactive participants2012-07-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2011 401k membership
Total participants, beginning-of-year2011-07-01208
Total number of active participants reported on line 7a of the Form 55002011-07-0130
Number of retired or separated participants receiving benefits2011-07-0138
Number of other retired or separated participants entitled to future benefits2011-07-01137
Total of all active and inactive participants2011-07-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2010 401k membership
Total participants, beginning-of-year2010-07-01208
Total number of active participants reported on line 7a of the Form 55002010-07-0135
Number of retired or separated participants receiving benefits2010-07-0135
Number of other retired or separated participants entitled to future benefits2010-07-01136
Total of all active and inactive participants2010-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-012
Total participants2010-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2009 401k membership
Total participants, beginning-of-year2009-07-01209
Total number of active participants reported on line 7a of the Form 55002009-07-0142
Number of retired or separated participants receiving benefits2009-07-0130
Number of other retired or separated participants entitled to future benefits2009-07-01135
Total of all active and inactive participants2009-07-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on PENSION PLAN OF UNITED WAY OF THE BAY AREA

Measure Date Value
2023 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-06-30$1,481,124
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$-1,481,124
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$1,303,212
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$811,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$765,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$117,271
Value of total assets at end of year2023-06-30$11,706,325
Value of total assets at beginning of year2023-06-30$11,214,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$46,408
Total interest from all sources2023-06-30$11,981
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-06-30$0
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$1,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$491,458
Value of net assets at end of year (total assets less liabilities)2023-06-30$11,706,325
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$11,214,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in common/collective trusts at end of year2023-06-30$11,239,888
Value of interest in common/collective trusts at beginning of year2023-06-30$11,214,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$347,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$11,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,173,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$117,271
Employer contributions (assets) at end of year2023-06-30$117,271
Employer contributions (assets) at beginning of year2023-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$765,346
Contract administrator fees2023-06-30$46,408
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BPM LLP
Accountancy firm EIN2023-06-30814234542
2022 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$1,161,271
Total unrealized appreciation/depreciation of assets2022-06-30$1,161,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,643,951
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,162,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,917,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$11,214,867
Value of total assets at beginning of year2022-06-30$15,021,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$244,844
Total interest from all sources2022-06-30$726
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$267
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$23
Administrative expenses (other) incurred2022-06-30$185,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,806,363
Value of net assets at end of year (total assets less liabilities)2022-06-30$11,214,867
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$15,021,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in common/collective trusts at end of year2022-06-30$11,214,600
Value of interest in common/collective trusts at beginning of year2022-06-30$15,021,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$726
Net investment gain or loss from common/collective trusts2022-06-30$-2,805,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$0
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,917,568
Contract administrator fees2022-06-30$58,981
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$2,478,399
Aggregate carrying amount (costs) on sale of assets2022-06-30$2,478,399
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BPM LLP
Accountancy firm EIN2022-06-30814234542
2021 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$2,036,484
Total unrealized appreciation/depreciation of assets2021-06-30$2,036,484
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,228,847
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,030,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$975,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$193,000
Value of total assets at end of year2021-06-30$15,021,230
Value of total assets at beginning of year2021-06-30$12,822,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$54,816
Total interest from all sources2021-06-30$613
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$23
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$81
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,198,308
Value of net assets at end of year (total assets less liabilities)2021-06-30$15,021,230
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$12,822,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in common/collective trusts at end of year2021-06-30$15,021,207
Value of interest in common/collective trusts at beginning of year2021-06-30$12,334,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$359,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$359,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$613
Net investment gain or loss from common/collective trusts2021-06-30$998,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$193,000
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$129,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$975,723
Contract administrator fees2021-06-30$54,816
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BPM LLP
Accountancy firm EIN2021-06-30814234542
2020 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,060,187
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,343,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,261,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$315,185
Value of total assets at end of year2020-06-30$12,822,922
Value of total assets at beginning of year2020-06-30$13,105,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$81,555
Total interest from all sources2020-06-30$5,338
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$9,615
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$81
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-282,815
Value of net assets at end of year (total assets less liabilities)2020-06-30$12,822,922
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$13,105,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in common/collective trusts at end of year2020-06-30$12,334,389
Value of interest in common/collective trusts at beginning of year2020-06-30$12,455,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$359,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$377,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$377,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$5,338
Net investment gain or loss from common/collective trusts2020-06-30$739,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$315,185
Employer contributions (assets) at end of year2020-06-30$129,185
Employer contributions (assets) at beginning of year2020-06-30$271,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,261,447
Contract administrator fees2020-06-30$71,940
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BPM LLP
Accountancy firm EIN2020-06-30814234542
2019 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,087,271
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$955,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$729,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$271,832
Value of total assets at end of year2019-06-30$13,105,738
Value of total assets at beginning of year2019-06-30$12,974,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$226,360
Total interest from all sources2019-06-30$7,974
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$101,262
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$615
Other income not declared elsewhere2019-06-30$14
Administrative expenses (other) incurred2019-06-30$73,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$131,364
Value of net assets at end of year (total assets less liabilities)2019-06-30$13,105,738
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$12,974,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in common/collective trusts at end of year2019-06-30$12,455,443
Value of interest in common/collective trusts at beginning of year2019-06-30$12,579,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$377,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$394,670
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$394,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$7,974
Net investment gain or loss from common/collective trusts2019-06-30$807,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$271,832
Employer contributions (assets) at end of year2019-06-30$271,832
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$729,547
Contract administrator fees2019-06-30$51,920
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BPM LLP
Accountancy firm EIN2019-06-30814234542
2018 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,024,931
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$798,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$558,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$82,674
Value of total assets at end of year2018-06-30$12,974,374
Value of total assets at beginning of year2018-06-30$12,748,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$240,143
Total interest from all sources2018-06-30$5,201
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$99,305
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$366
Other income not declared elsewhere2018-06-30$248
Administrative expenses (other) incurred2018-06-30$88,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$225,975
Value of net assets at end of year (total assets less liabilities)2018-06-30$12,974,374
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$12,748,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in common/collective trusts at end of year2018-06-30$12,579,089
Value of interest in common/collective trusts at beginning of year2018-06-30$12,357,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$394,670
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$390,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$390,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$5,201
Net investment gain or loss from common/collective trusts2018-06-30$936,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$82,674
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$558,813
Contract administrator fees2018-06-30$52,654
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BPM LLP
Accountancy firm EIN2018-06-30814234542
2017 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$1,342,068
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,020,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$796,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$0
Value of total assets at end of year2017-06-30$12,748,399
Value of total assets at beginning of year2017-06-30$12,426,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$223,568
Total interest from all sources2017-06-30$2,228
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$90,123
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$80
Administrative expenses (other) incurred2017-06-30$82,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$321,875
Value of net assets at end of year (total assets less liabilities)2017-06-30$12,748,399
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$12,426,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in common/collective trusts at end of year2017-06-30$12,357,642
Value of interest in common/collective trusts at beginning of year2017-06-30$12,225,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$390,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$200,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$200,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$2,228
Net investment gain or loss from common/collective trusts2017-06-30$1,339,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$0
Employer contributions (assets) at end of year2017-06-30$0
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$796,625
Contract administrator fees2017-06-30$51,017
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BPM LLP
Accountancy firm EIN2017-06-30814234542
2016 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$181,249
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$2,038,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,834,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$12,426,524
Value of total assets at beginning of year2016-06-30$14,283,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$203,408
Total interest from all sources2016-06-30$935
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$106,854
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$80
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$39
Administrative expenses (other) incurred2016-06-30$41,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,857,058
Value of net assets at end of year (total assets less liabilities)2016-06-30$12,426,524
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$14,283,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in common/collective trusts at end of year2016-06-30$12,225,524
Value of interest in common/collective trusts at beginning of year2016-06-30$13,987,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$200,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$246,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$246,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$935
Net investment gain or loss from common/collective trusts2016-06-30$180,314
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$0
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,834,899
Contract administrator fees2016-06-30$55,235
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BPM LLP
Accountancy firm EIN2016-06-30814234542
2015 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$803,837
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,199,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,029,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$300,000
Value of total assets at end of year2015-06-30$14,283,582
Value of total assets at beginning of year2015-06-30$14,679,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$170,521
Total interest from all sources2015-06-30$554
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$86,341
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$39
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$51
Administrative expenses (other) incurred2015-06-30$26,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-396,140
Value of net assets at end of year (total assets less liabilities)2015-06-30$14,283,582
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$14,679,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in common/collective trusts at end of year2015-06-30$13,987,005
Value of interest in common/collective trusts at beginning of year2015-06-30$14,056,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$246,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$373,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$373,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$554
Net investment gain or loss from common/collective trusts2015-06-30$503,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$300,000
Employer contributions (assets) at end of year2015-06-30$50,000
Employer contributions (assets) at beginning of year2015-06-30$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,029,456
Contract administrator fees2015-06-30$58,042
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BURR, PILGER & MAYER INC.
Accountancy firm EIN2015-06-30263839190
2014 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$2,956,211
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$878,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$707,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$950,000
Value of total assets at end of year2014-06-30$14,679,722
Value of total assets at beginning of year2014-06-30$12,602,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$171,520
Total interest from all sources2014-06-30$573
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$91,479
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$40
Administrative expenses (other) incurred2014-06-30$26,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,077,289
Value of net assets at end of year (total assets less liabilities)2014-06-30$14,679,722
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$12,602,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in common/collective trusts at end of year2014-06-30$14,056,580
Value of interest in common/collective trusts at beginning of year2014-06-30$12,136,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$373,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$265,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$265,512
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$573
Net investment gain or loss from common/collective trusts2014-06-30$2,005,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$950,000
Employer contributions (assets) at end of year2014-06-30$250,000
Employer contributions (assets) at beginning of year2014-06-30$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$707,402
Contract administrator fees2014-06-30$53,794
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BURR, PILGER & MAYER INC.
Accountancy firm EIN2014-06-30263839190
2013 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$2,258,834
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,524,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,323,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$800,000
Value of total assets at end of year2013-06-30$12,602,433
Value of total assets at beginning of year2013-06-30$11,868,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$201,008
Total interest from all sources2013-06-30$771
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$112,062
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$40
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$60
Administrative expenses (other) incurred2013-06-30$40,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$734,273
Value of net assets at end of year (total assets less liabilities)2013-06-30$12,602,433
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$11,868,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$48,869
Value of interest in common/collective trusts at end of year2013-06-30$12,136,881
Value of interest in common/collective trusts at beginning of year2013-06-30$11,225,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$265,512
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$278,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$278,253
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$771
Net investment gain or loss from common/collective trusts2013-06-30$1,458,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$800,000
Employer contributions (assets) at end of year2013-06-30$200,000
Employer contributions (assets) at beginning of year2013-06-30$364,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,323,553
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BURR, PILGER & MAYER INC.
Accountancy firm EIN2013-06-30263839190
2012 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,252,689
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$600,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$439,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$984,214
Value of total assets at end of year2012-06-30$11,868,160
Value of total assets at beginning of year2012-06-30$11,216,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$161,416
Total interest from all sources2012-06-30$692
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$80,228
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$60
Administrative expenses (other) incurred2012-06-30$33,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$651,698
Value of net assets at end of year (total assets less liabilities)2012-06-30$11,868,160
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$11,216,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$47,700
Value of interest in common/collective trusts at end of year2012-06-30$11,225,433
Value of interest in common/collective trusts at beginning of year2012-06-30$10,544,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$278,253
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$358,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$358,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$692
Net investment gain or loss from common/collective trusts2012-06-30$267,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$984,214
Employer contributions (assets) at end of year2012-06-30$364,414
Employer contributions (assets) at beginning of year2012-06-30$312,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$439,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BURR, PILGER & MAYER INC.
Accountancy firm EIN2012-06-30263839190
2011 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$2,668,264
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$629,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$459,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$870,567
Value of total assets at end of year2011-06-30$11,216,462
Value of total assets at beginning of year2011-06-30$9,178,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$170,079
Total interest from all sources2011-06-30$913
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$91,095
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,050,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$60
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$80
Administrative expenses (other) incurred2011-06-30$35,198
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,038,422
Value of net assets at end of year (total assets less liabilities)2011-06-30$11,216,462
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$9,178,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$43,786
Value of interest in common/collective trusts at end of year2011-06-30$10,544,899
Value of interest in common/collective trusts at beginning of year2011-06-30$8,455,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$358,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$279,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$279,672
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$913
Net investment gain or loss from common/collective trusts2011-06-30$1,796,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$870,567
Employer contributions (assets) at end of year2011-06-30$312,867
Employer contributions (assets) at beginning of year2011-06-30$443,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$459,763
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30BURR, PILGER & MAYER INC.
Accountancy firm EIN2011-06-30263839190
2010 : PENSION PLAN OF UNITED WAY OF THE BAY AREA 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PENSION PLAN OF UNITED WAY OF THE BAY AREA

2022: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedYes
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN OF UNITED WAY OF THE BAY AREA 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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