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UNITED WAY OF MID COAST MAINE 403(B) PLAN 401k Plan overview

Plan NameUNITED WAY OF MID COAST MAINE 403(B) PLAN
Plan identification number 002

UNITED WAY OF MID COAST MAINE 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

UNITED WAY OF MID COAST MAINE, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF MID COAST MAINE, INC.
Employer identification number (EIN):016004866
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF MID COAST MAINE 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DENISE WHITE2024-10-15 DENISE WHITE2024-10-15
0022022-01-01LORI BOULAY2023-06-19
0022021-01-01LORI BOULAY2022-07-18
0022020-01-01LORI BOULAY2021-10-12
0022019-01-01JOHN WASHBURN2020-07-17
0022018-01-01JOHN WASHBURN2019-10-03
0022017-01-01JOHN WASHBURN2018-07-30
0022016-01-01JOHN WASHBURN2017-06-15
0022015-01-01JOHN WASHBURN2016-07-18
0022014-01-01JOHN WASHBURN2015-09-18 JOHN WASHBURN2015-09-18
0022013-01-01JOHN WASHBURN2014-10-02 JOHN WASHBURN2014-10-02
0022012-01-01JOHN B. WASHBURN2013-07-29 JOHN B. WASHBURN2013-07-29
0022011-01-01JOHN WASHBURN2012-04-23
0022010-01-01JOHN WASHBURN2011-10-04

Financial Data on UNITED WAY OF MID COAST MAINE 403(B) PLAN

Measure Date Value
2025 : UNITED WAY OF MID COAST MAINE 403(B) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-090
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-09148979
Net assets as of the end of the plan year2025-10-091711959
Total assets as of the beginning of the plan year2025-10-091622231
Value of plan covered by a fidelity bond2025-10-09200000
Participant contributions to plan in this plan year2025-10-0928060
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-09180372
Plan net income in this plan year2025-10-0989728
Net assets as of the end of the plan year2025-10-091711959
Net assets as of the beginning of the plan year2025-10-091622231
Employer contributions to plan in this plan year2025-10-0930275
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-099744
2024 : UNITED WAY OF MID COAST MAINE 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15283580
Net assets as of the end of the plan year2024-10-151622231
Total assets as of the beginning of the plan year2024-10-151380921
Value of plan covered by a fidelity bond2024-10-15200000
Participant contributions to plan in this plan year2024-10-1517012
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-15322614
Other income to plan in this plan year2024-10-15174719
Plan net income in this plan year2024-10-15241310
Net assets as of the end of the plan year2024-10-151622231
Net assets as of the beginning of the plan year2024-10-151380921
Employer contributions to plan in this plan year2024-10-1510545
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-156253
2022 : UNITED WAY OF MID COAST MAINE 403(B) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-180
Total liabilities as of the beginning of the plan year2022-07-180
Total expenses incurred by plan in this plan year2022-07-18415455
Net assets as of the end of the plan year2022-07-181551263
Total assets as of the beginning of the plan year2022-07-181745393
Value of plan covered by a fidelity bond2022-07-18100000
Participant contributions to plan in this plan year2022-07-1834575
Other expenses paid from plan in this plan year2022-07-180
Other contributions to plan in this plan year2022-07-180
Other income to plan in this plan year2022-07-18156303
Plan net income in this plan year2022-07-18-194130
Net assets as of the end of the plan year2022-07-181551263
Net assets as of the beginning of the plan year2022-07-181745393
Employer contributions to plan in this plan year2022-07-1830447
Fees paid to broker by Benefit Provider2022-07-18731
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1880

Potentially related plans

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