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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTERN CONNECTICUT INC 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTERN CONNECTICUT INC
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTERN CONNECTICUT 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.
  • 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.

401k Sponsoring company profile

UNITED WAY OF WESTERN CONNECTICUT, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF WESTERN CONNECTICUT, INC.
Employer identification number (EIN):060646577
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTERN CONNECTICUT INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ARLENE AJAMI2024-08-22
0012022-01-01ARLENE AJAMI2024-08-22
0012022-01-01ARLENE AJAMI2024-10-02
0012021-01-01ARLENE AJAMI2023-03-15
0012020-01-01ARLENE AJAMI2021-04-14
0012019-01-01ARLENE AJAMI2020-07-28
0012018-01-01ARLENE AJAMI2019-04-10
0012018-01-01ARLENE AJAMI2019-04-05
0012017-01-01ARLENE AJAMI2018-04-17 ARLENE AJAMI2018-04-17
0012016-01-01ARLENE AJAMI2017-04-04 ARLENE AJAMI2017-04-04
0012015-01-01ARLENE AJAMI2016-05-10 ARLENE AJAMI2016-05-10
0012014-01-01ARLENE AJAMI2015-06-16 ARLENE AJAMI2015-06-16
0012013-01-01DEBRA COLACRAI2014-07-25 DEBRA COLACRAI2014-07-25
0012012-01-01HECTOR RUEDA2013-06-26 HECTOR RUEDA2013-06-26
0012011-01-01HECTOR RUEDA2012-06-27 HECTOR RUEDA2012-06-27
0012010-01-01HENRY VEGA2011-06-02 HENRY VEGA2011-06-02

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTERN CONNECTICUT INC

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTERN CONNECTICUT INC 2025 401k financial data
Total transfers to/from plan in this plan year2025-02-250
Total liabilities as of the end of the plan year2025-02-250
Total liabilities as of the beginning of the plan year2025-02-250
Total expenses incurred by plan in this plan year2025-02-252968088
Net assets as of the end of the plan year2025-02-250
Total assets as of the beginning of the plan year2025-02-252757023
Value of plan covered by a fidelity bond2025-02-251000000
Participant contributions to plan in this plan year2025-02-250
Other expenses paid from plan in this plan year2025-02-250
Other contributions to plan in this plan year2025-02-250
Other income to plan in this plan year2025-02-25211065
Plan net income in this plan year2025-02-25-2757023
Net assets as of the end of the plan year2025-02-250
Net assets as of the beginning of the plan year2025-02-252757023
Employer contributions to plan in this plan year2025-02-250
Fees paid to broker by Benefit Provider2025-02-25403
Expensese paid to adminstrative service provicers from plan in this plan year2025-02-2598
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTERN CONNECTICUT INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-220
Total liabilities as of the end of the plan year2024-08-220
Total liabilities as of the beginning of the plan year2024-08-220
Total expenses incurred by plan in this plan year2024-08-221754064
Net assets as of the end of the plan year2024-08-222757023
Total assets as of the beginning of the plan year2024-08-223798897
Value of plan covered by a fidelity bond2024-08-221000000
Participant contributions to plan in this plan year2024-08-22101578
Value of participant loans at end of plan year2024-08-2271039
Other expenses paid from plan in this plan year2024-08-220
Other contributions to plan in this plan year2024-08-220
Other income to plan in this plan year2024-08-22535640
Plan net income in this plan year2024-08-22-1041874
Net assets as of the end of the plan year2024-08-222757023
Net assets as of the beginning of the plan year2024-08-223798897
Employer contributions to plan in this plan year2024-08-2274972
Fees paid to broker by Benefit Provider2024-08-2272
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-22106
2023 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WESTERN CONNECTICUT INC 2023 401k financial data
Total transfers to/from plan in this plan year2023-03-150
Total liabilities as of the end of the plan year2023-03-150
Total liabilities as of the beginning of the plan year2023-03-150
Total expenses incurred by plan in this plan year2023-03-15296563
Net assets as of the end of the plan year2023-03-154809420
Total assets as of the beginning of the plan year2023-03-153784067
Value of plan covered by a fidelity bond2023-03-151000000
Participant contributions to plan in this plan year2023-03-15142090
Value of participant loans at end of plan year2023-03-1578708
Other expenses paid from plan in this plan year2023-03-15360
Other contributions to plan in this plan year2023-03-15546116
Other income to plan in this plan year2023-03-15581914
Plan net income in this plan year2023-03-151025353
Net assets as of the end of the plan year2023-03-154809420
Net assets as of the beginning of the plan year2023-03-153784067
Employer contributions to plan in this plan year2023-03-1551796
Fees paid to broker by Benefit Provider2023-03-15916

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