UNITED WAY OF TRI-COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-07-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-17 | 71 |
| Net assets as of the end of the plan year | 2025-07-17 | 485492 |
| Total assets as of the beginning of the plan year | 2025-07-17 | 358554 |
| Value of plan covered by a fidelity bond | 2025-07-17 | 40000 |
| Participant contributions to plan in this plan year | 2025-07-17 | 75875 |
| Value of participant loans at end of plan year | 2025-07-17 | 42144 |
| Other expenses paid from plan in this plan year | 2025-07-17 | 0 |
| Other contributions to plan in this plan year | 2025-07-17 | 0 |
| Other income to plan in this plan year | 2025-07-17 | 51134 |
| Plan net income in this plan year | 2025-07-17 | 126938 |
| Net assets as of the end of the plan year | 2025-07-17 | 485492 |
| Net assets as of the beginning of the plan year | 2025-07-17 | 358554 |
| Employer contributions to plan in this plan year | 2025-07-17 | 0 |
| Fees paid to broker by Benefit Provider | 2025-07-17 | 64 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-17 | 71 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-31 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-31 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-31 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-31 | 16862 |
| Net assets as of the end of the plan year | 2024-07-31 | 358554 |
| Total assets as of the beginning of the plan year | 2024-07-31 | 283789 |
| Value of plan covered by a fidelity bond | 2024-07-31 | 40000 |
| Participant contributions to plan in this plan year | 2024-07-31 | 67316 |
| Value of participant loans at end of plan year | 2024-07-31 | 160 |
| Other expenses paid from plan in this plan year | 2024-07-31 | 0 |
| Other contributions to plan in this plan year | 2024-07-31 | 0 |
| Other income to plan in this plan year | 2024-07-31 | 24311 |
| Plan net income in this plan year | 2024-07-31 | 74765 |
| Net assets as of the end of the plan year | 2024-07-31 | 358554 |
| Net assets as of the beginning of the plan year | 2024-07-31 | 283789 |
| Employer contributions to plan in this plan year | 2024-07-31 | 0 |
| Fees paid to broker by Benefit Provider | 2024-07-31 | 104 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-31 | 42 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TRI-COUNTY 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-13 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-13 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-13 | 378 |
| Net assets as of the end of the plan year | 2022-10-13 | 287463 |
| Total assets as of the beginning of the plan year | 2022-10-13 | 239981 |
| Value of plan covered by a fidelity bond | 2022-10-13 | 25000 |
| Participant contributions to plan in this plan year | 2022-10-13 | 36989 |
| Value of participant loans at end of plan year | 2022-10-13 | 23659 |
| Other expenses paid from plan in this plan year | 2022-10-13 | 378 |
| Other contributions to plan in this plan year | 2022-10-13 | 0 |
| Other income to plan in this plan year | 2022-10-13 | 10871 |
| Plan net income in this plan year | 2022-10-13 | 47482 |
| Net assets as of the end of the plan year | 2022-10-13 | 287463 |
| Net assets as of the beginning of the plan year | 2022-10-13 | 239981 |
| Employer contributions to plan in this plan year | 2022-10-13 | 0 |
| Fees paid to broker by Benefit Provider | 2022-10-13 | 64 |