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403(B) THRIFT PLAN OF UNITED WAY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY, INC.
Plan identification number 002

403(B) THRIFT PLAN OF UNITED WAY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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,INC. D/B/A UNITED WAY OF CENTRAL & NE CT has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY,INC. D/B/A UNITED WAY OF CENTRAL & NE CT
Employer identification number (EIN):060646653
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JENNIFER CRITCHER BENGTSON2024-10-09
0022022-01-01JENNIFER CRITCHER BENGTSON2023-10-05
0022021-01-01HELEN BERGIN2022-10-05 HELEN BERGIN2022-10-05
0022020-01-01STEFANIE BOLES2021-08-02 STEFANIE BOLES2021-08-02
0022019-01-01STEFANIE BOLES2021-06-16
0022018-01-01STEFANIE BOLES2019-10-16
0022017-01-01STEFANIE BOLES2018-10-08 STEFANIE BOLES2018-10-08
0022016-01-01THOMAS GLYNN2017-07-17 THOMAS GLYNN2017-07-17
0022015-01-01THOMAS GLYNN2016-07-12 THOMAS GLYNN2016-07-12
0022014-01-01THOMAS GLYNN2015-07-14 THOMAS GLYNN2015-07-14
0022013-01-01THOMAS GLYNN2014-07-17 THOMAS GLYNN2014-07-17
0022012-01-01THOMAS GLYNN2013-07-18 THOMAS GLYNN2013-07-18
0022011-01-01THOMAS GLYNN2012-07-18 THOMAS GLYNN2012-07-18
0022010-01-01THOMAS GLYNN2011-07-20 THOMAS GLYNN2011-07-20

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-10783666
Net assets as of the end of the plan year2025-10-102787945
Total assets as of the beginning of the plan year2025-10-102808500
Value of plan covered by a fidelity bond2025-10-101000000
Participant contributions to plan in this plan year2025-10-10132161
Value of participant loans at end of plan year2025-10-109794
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-10101506
Other income to plan in this plan year2025-10-10413254
Plan net income in this plan year2025-10-10-20555
Net assets as of the end of the plan year2025-10-102787945
Net assets as of the beginning of the plan year2025-10-102808500
Employer contributions to plan in this plan year2025-10-10116190
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1016430
2024 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-09480815
Net assets as of the end of the plan year2024-10-092808500
Total assets as of the beginning of the plan year2024-10-092616622
Value of plan covered by a fidelity bond2024-10-091000000
Participant contributions to plan in this plan year2024-10-0996892
Value of participant loans at end of plan year2024-10-0913228
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-095616
Other income to plan in this plan year2024-10-09475287
Plan net income in this plan year2024-10-09191878
Net assets as of the end of the plan year2024-10-092808500
Net assets as of the beginning of the plan year2024-10-092616622
Employer contributions to plan in this plan year2024-10-0994898
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-099228
2022 : 403(B) THRIFT PLAN OF UNITED WAY, INC. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-05131302
Net assets as of the end of the plan year2022-10-055012683
Total assets as of the beginning of the plan year2022-10-054148599
Value of plan covered by a fidelity bond2022-10-051000000
Participant contributions to plan in this plan year2022-10-05195696
Value of participant loans at end of plan year2022-10-054668
Other expenses paid from plan in this plan year2022-10-05500
Other contributions to plan in this plan year2022-10-055057
Other income to plan in this plan year2022-10-05663279
Plan net income in this plan year2022-10-05864084
Net assets as of the end of the plan year2022-10-055012683
Net assets as of the beginning of the plan year2022-10-054148599
Employer contributions to plan in this plan year2022-10-05131354
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-0517139

Potentially related plans

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