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TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC 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(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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

HAMPSHIRE COMMUNITY UNITED WAY, INC . has sponsored the creation of one or more 401k plans.

Company Name:HAMPSHIRE COMMUNITY UNITED WAY, INC .
Employer identification number (EIN):042104792
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 HAMPSHIRE COMMUNITY UNITED WAY, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GEOFF NAUNHEIM2024-10-02
0012022-01-01GEOFF NAUNHEIM2023-09-15
0012021-01-01SANDRA PARROTTA2022-10-12
0012021-01-01SANDRA PARROTTA2022-10-12
0012020-01-01JOHN BIDWELL2021-07-26
0012020-01-01JOHN BIDWELL2021-07-26
0012018-01-01ROBERT LAPRE2019-07-23
0012017-01-01ROBERT LAPRE2018-06-18 ROBERT LAPRE2018-06-18
0012016-01-01ROBERT LAPRE2017-07-11 ROBERT LAPRE2017-07-11
0012015-01-01ROBERT LAPRE2016-07-14 ROBERT LAPRE2016-07-14
0012014-01-01ROBERT LAPRE2015-04-14 ROBERT LAPRE2015-04-14
0012013-01-01ROBERT LAPRE2014-08-11 ROBERT LAPRE2014-08-11
0012012-01-01ROBERT LAPRE2013-07-25 ROBERT LAPRE2013-07-25
0012011-01-01ROBERT LAPRE2012-07-25 ROBERT LAPRE2012-07-25
0012010-01-01ROBERT LAPRE2011-07-20 ROBERT LAPRE2011-07-20

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC 2025 401k membership
Total number of particpants at beginning of year2025-07-2514
Total number of particpants at end of year2025-07-2514
Number of Participants With Account Balances2025-07-2513
2024: TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC 2024 401k membership
Total number of particpants at beginning of year2024-10-0214
Total number of particpants at end of year2024-10-0215
Number of Participants With Account Balances2024-10-0213
2022: TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC 2022 401k membership
Total number of particpants at beginning of year2022-10-1214
Total number of particpants at end of year2022-10-1214
Number of Participants With Account Balances2022-10-1214

Financial Data on TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-250
Total liabilities as of the end of the plan year2025-07-250
Total liabilities as of the beginning of the plan year2025-07-250
Total expenses incurred by plan in this plan year2025-07-2524
Net assets as of the end of the plan year2025-07-25199166
Total assets as of the beginning of the plan year2025-07-25160828
Value of plan covered by a fidelity bond2025-07-2516083
Participant contributions to plan in this plan year2025-07-2519775
Other expenses paid from plan in this plan year2025-07-250
Other contributions to plan in this plan year2025-07-250
Other income to plan in this plan year2025-07-2518587
Plan net income in this plan year2025-07-2538338
Net assets as of the end of the plan year2025-07-25199166
Net assets as of the beginning of the plan year2025-07-25160828
Employer contributions to plan in this plan year2025-07-250
Fees paid to broker by Benefit Provider2025-07-2525
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2524
2024 : TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-020
Total liabilities as of the end of the plan year2024-10-020
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-02292
Net assets as of the end of the plan year2024-10-02160828
Total assets as of the beginning of the plan year2024-10-02127500
Value of plan covered by a fidelity bond2024-10-0212750
Participant contributions to plan in this plan year2024-10-0213791
Other expenses paid from plan in this plan year2024-10-020
Other contributions to plan in this plan year2024-10-020
Other income to plan in this plan year2024-10-0219829
Plan net income in this plan year2024-10-0233328
Net assets as of the end of the plan year2024-10-02160828
Net assets as of the beginning of the plan year2024-10-02127500
Employer contributions to plan in this plan year2024-10-020
Fees paid to broker by Benefit Provider2024-10-025
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-020
2022 : TAX DEFERRED ANNUITY PLAN OF HAMPSHIRE COMMUNITY UNITED WAY, INC 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-120
Total liabilities as of the end of the plan year2022-10-120
Total liabilities as of the beginning of the plan year2022-10-120
Total expenses incurred by plan in this plan year2022-10-1235
Net assets as of the end of the plan year2022-10-12129920
Total assets as of the beginning of the plan year2022-10-12101470
Value of plan covered by a fidelity bond2022-10-1210000
Participant contributions to plan in this plan year2022-10-1212636
Other expenses paid from plan in this plan year2022-10-1235
Other contributions to plan in this plan year2022-10-120
Other income to plan in this plan year2022-10-1215849
Plan net income in this plan year2022-10-1228450
Net assets as of the end of the plan year2022-10-12129920
Net assets as of the beginning of the plan year2022-10-12101470
Employer contributions to plan in this plan year2022-10-120
Fees paid to broker by Benefit Provider2022-10-1228

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