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UNITED WAY OF STAMFORD 401k Plan overview

Plan NameUNITED WAY OF STAMFORD
Plan identification number 002

UNITED WAY OF STAMFORD Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

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 UNITED WAY OF STAMFORD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01ARLENE AJAMI2024-08-22
0022022-07-01ARLENE AJAMI2023-10-11
0022021-07-01ARLENE AJAMI2023-01-04
0022020-07-01ARLENE AJAMI2022-04-12
0022019-07-01ARLENE AJAMI2020-10-29
0022018-07-01ARLENE AJAMI2019-12-12
0022017-07-01ARLENE AJAMI2018-12-17 ARLENE AJAMI2018-12-17
0022016-07-01ARLENE AJAMI2018-04-17
0022016-07-01ARLENE AJAMI2018-04-17
0022015-07-01ARLENE AJAMI2017-04-05
0022014-07-01ARLENE AJAMI2016-03-29
0022013-07-01DEBI COLACRAI2015-03-02
0022012-07-01HECTOR RUEDA2014-04-04
0022011-07-01HECTOR RUEDA2013-04-03
0022010-07-01DEBI COLACRAI2012-03-21
0022009-07-01HENRY VEGA

Financial Data on UNITED WAY OF STAMFORD

Measure Date Value
2025 : UNITED WAY OF STAMFORD 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-16361
Net assets as of the end of the plan year2025-09-16100997
Total assets as of the beginning of the plan year2025-09-1688609
Value of plan covered by a fidelity bond2025-09-16125000
Other expenses paid from plan in this plan year2025-09-1672
Other income to plan in this plan year2025-09-1612749
Plan net income in this plan year2025-09-1612388
Net assets as of the end of the plan year2025-09-16100997
Net assets as of the beginning of the plan year2025-09-1688609
Fees paid to broker by Benefit Provider2025-09-16316
2024 : UNITED WAY OF STAMFORD 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-22345
Net assets as of the end of the plan year2024-08-2288609
Total assets as of the beginning of the plan year2024-08-2279751
Value of plan covered by a fidelity bond2024-08-22125000
Other expenses paid from plan in this plan year2024-08-2272
Other income to plan in this plan year2024-08-229203
Plan net income in this plan year2024-08-228858
Net assets as of the end of the plan year2024-08-2288609
Net assets as of the beginning of the plan year2024-08-2279751
2023 : UNITED WAY OF STAMFORD 2023 401k financial data
Total expenses incurred by plan in this plan year2023-01-041865
Net assets as of the end of the plan year2023-01-0486940
Total assets as of the beginning of the plan year2023-01-04114505
Value of plan covered by a fidelity bond2023-01-04125000
Other expenses paid from plan in this plan year2023-01-0496
Other income to plan in this plan year2023-01-04-25700
Plan net income in this plan year2023-01-04-27565
Net assets as of the end of the plan year2023-01-0486940
Net assets as of the beginning of the plan year2023-01-04114505
Fees paid to broker by Benefit Provider2023-01-04399
2010 : UNITED WAY OF STAMFORD 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for UNITED WAY OF STAMFORD

2009: UNITED WAY OF STAMFORD 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Potentially related plans

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