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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='042104231' AND PlanID='003'

401k Sponsoring company profile

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

Company Name:UNITED WAY OF TRI-COUNTY
Employer identification number (EIN):042104231
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MAURICE EDWARDS2024-07-31
0032022-01-01MAURICE EDWARDS2023-09-15
0032021-01-01MAURICE EDWARDS2022-10-13
0032020-01-01MAURICE EDWARDS2021-07-19
0032019-01-01MAURICE EDWARDS2021-06-25
0032018-01-01MAURICE EDWARDS2019-10-07
0032017-01-01BRENDA LENOX2018-08-24 BRENDA LENOX2018-08-24
0032016-01-01BRENDA LENOX2017-03-28 BRENDA LENOX2017-03-28
0032015-01-01BRENDA LENOX2016-04-29 BRENDA LENOX2016-04-29
0032014-01-01BRENDA LENOX2015-10-13 BRENDA LENOX2015-10-13
0032013-01-01BRENDA LENOX2014-05-08 BRENDA LENOX2014-05-08
0032012-01-01BRENDA LENOX2013-04-18 BRENDA LENOX2013-04-18
0032011-01-01BRENDA LENOX2012-08-22 BRENDA LENOX2012-08-22
0032010-01-01BRENDA LENOX2011-09-16 BRENDA LENOX2011-09-16

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY 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 year2025-07-1771
Net assets as of the end of the plan year2025-07-17485492
Total assets as of the beginning of the plan year2025-07-17358554
Value of plan covered by a fidelity bond2025-07-1740000
Participant contributions to plan in this plan year2025-07-1775875
Value of participant loans at end of plan year2025-07-1742144
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 year2025-07-1751134
Plan net income in this plan year2025-07-17126938
Net assets as of the end of the plan year2025-07-17485492
Net assets as of the beginning of the plan year2025-07-17358554
Employer contributions to plan in this plan year2025-07-170
Fees paid to broker by Benefit Provider2025-07-1764
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1771
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3116862
Net assets as of the end of the plan year2024-07-31358554
Total assets as of the beginning of the plan year2024-07-31283789
Value of plan covered by a fidelity bond2024-07-3140000
Participant contributions to plan in this plan year2024-07-3167316
Value of participant loans at end of plan year2024-07-31160
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3124311
Plan net income in this plan year2024-07-3174765
Net assets as of the end of the plan year2024-07-31358554
Net assets as of the beginning of the plan year2024-07-31283789
Employer contributions to plan in this plan year2024-07-310
Fees paid to broker by Benefit Provider2024-07-31104
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3142
2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-130
Total liabilities as of the end of the plan year2022-10-130
Total liabilities as of the beginning of the plan year2022-10-130
Total expenses incurred by plan in this plan year2022-10-13378
Net assets as of the end of the plan year2022-10-13287463
Total assets as of the beginning of the plan year2022-10-13239981
Value of plan covered by a fidelity bond2022-10-1325000
Participant contributions to plan in this plan year2022-10-1336989
Value of participant loans at end of plan year2022-10-1323659
Other expenses paid from plan in this plan year2022-10-13378
Other contributions to plan in this plan year2022-10-130
Other income to plan in this plan year2022-10-1310871
Plan net income in this plan year2022-10-1347482
Net assets as of the end of the plan year2022-10-13287463
Net assets as of the beginning of the plan year2022-10-13239981
Employer contributions to plan in this plan year2022-10-130
Fees paid to broker by Benefit Provider2022-10-1364

Potentially related plans

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