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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC.
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED WAY OF GREATER PLYMOUTH COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER PLYMOUTH COUNTY, INC.
Employer identification number (EIN):042103940
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CYNTHIA GILLIS2024-10-08
0022022-01-01CYNTHIA GILLIS2023-04-24
0022021-01-01CYNTHIA GILLIS2022-02-24
0022020-01-01CYNTHIA GILLIS2021-03-01
0022018-01-01CYNTHIA GILLIS2019-05-20
0022018-01-01CYNTHIA GILLIS2019-05-01
0022017-01-01DENNIS CARMAN2018-04-19 DENNIS CARMAN2018-04-19
0022016-01-01DENNIS P CARMAN2017-06-29 DENNIS P CARMAN2017-06-29
0022015-01-01DENNIS P CARMAN2016-06-30 DENNIS P CARMAN2016-06-30
0022014-01-01DENNIS P CARMAN2015-10-07
0022013-01-01DENNIS P CARMAN2014-05-21 DENNIS P CARMAN2014-05-21
0022012-01-01DENNIS CARMAN2013-05-28 DENNIS CARMAN2013-05-28
0022011-01-01DEANNE BURNS2012-07-25 DEANNE BURNS2012-07-25
0022010-01-01ANN MARRESE2011-06-22 ANN MARRESE2011-06-22

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-1717
Total number of particpants at end of year2025-07-1722
Number of Participants With Account Balances2025-07-1716
2024: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-0818
Total number of particpants at end of year2024-10-0817
Number of Participants With Account Balances2024-10-0816
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-02-2415
Total number of particpants at end of year2022-02-2414
Number of Participants With Account Balances2022-02-2414

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1717760
Net assets as of the end of the plan year2025-07-171272538
Total assets as of the beginning of the plan year2025-07-171079452
Value of plan covered by a fidelity bond2025-07-17100000
Participant contributions to plan in this plan year2025-07-1727632
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17150469
Plan net income in this plan year2025-07-17193086
Net assets as of the end of the plan year2025-07-171272538
Net assets as of the beginning of the plan year2025-07-171079452
Employer contributions to plan in this plan year2025-07-1732745
Fees paid to broker by Benefit Provider2025-07-1771
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17163
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-084690
Net assets as of the end of the plan year2024-10-081079452
Total assets as of the beginning of the plan year2024-10-08864839
Value of plan covered by a fidelity bond2024-10-08100000
Participant contributions to plan in this plan year2024-10-0836823
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-08155610
Plan net income in this plan year2024-10-08214613
Net assets as of the end of the plan year2024-10-081079452
Net assets as of the beginning of the plan year2024-10-08864839
Employer contributions to plan in this plan year2024-10-0826870
Fees paid to broker by Benefit Provider2024-10-08124
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-08104
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF GREATER PLYMOUTH COUNTY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-02-240
Total liabilities as of the end of the plan year2022-02-240
Total liabilities as of the beginning of the plan year2022-02-240
Total expenses incurred by plan in this plan year2022-02-2448868
Net assets as of the end of the plan year2022-02-24977686
Total assets as of the beginning of the plan year2022-02-24821599
Value of plan covered by a fidelity bond2022-02-24100000
Participant contributions to plan in this plan year2022-02-2435651
Other expenses paid from plan in this plan year2022-02-24192
Other contributions to plan in this plan year2022-02-240
Other income to plan in this plan year2022-02-24130619
Plan net income in this plan year2022-02-24156087
Net assets as of the end of the plan year2022-02-24977686
Net assets as of the beginning of the plan year2022-02-24821599
Employer contributions to plan in this plan year2022-02-2438685
Fees paid to broker by Benefit Provider2022-02-24193

Potentially related plans

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