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

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

403(B) THRIFT PLAN OF UNITED WAY OF ULSTER COUNTY,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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

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

Company Name:UNITED WAY OF ULSTER COUNTY,INC.
Employer identification number (EIN):141409654
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 OF ULSTER COUNTY,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEPHANIE KEARNS2024-10-02
0022021-01-01DONALD HINES2022-10-21
0022020-01-01DONALD HINES2021-03-01
0022019-01-01DONALD HINES2020-07-23
0022018-01-01DONALD HINES2019-05-02
0022017-01-01STACEY REIN2018-07-27
0022016-01-01STACEY REIN2017-07-31 STACEY REIN2017-07-31
0022015-01-01STACEY REIN2016-07-29 STACEY REIN2016-07-29
0022014-01-01STACEY REIN2015-05-19 STACEY REIN2015-05-19
0022013-01-01STACEY REIN2014-07-08 STACEY REIN2014-07-08
0022012-01-01STACEY REIN2013-10-03
0022011-01-01STACEY REIN2012-08-08
0022010-01-01STACEY REIN2011-09-26

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

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF ULSTER COUNTY,INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-30305646
Net assets as of the end of the plan year2025-09-30153359
Total assets as of the beginning of the plan year2025-09-30411071
Value of plan covered by a fidelity bond2025-09-30250000
Participant contributions to plan in this plan year2025-09-302704
Value of participant loans at end of plan year2025-09-3024045
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-3040289
Plan net income in this plan year2025-09-30-257712
Net assets as of the end of the plan year2025-09-30153359
Net assets as of the beginning of the plan year2025-09-30411071
Employer contributions to plan in this plan year2025-09-304941
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-3048
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF ULSTER COUNTY,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 year2024-10-0213956
Net assets as of the end of the plan year2024-10-02411071
Total assets as of the beginning of the plan year2024-10-02336726
Value of plan covered by a fidelity bond2024-10-02250000
Participant contributions to plan in this plan year2024-10-0222400
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 year2024-10-0248320
Plan net income in this plan year2024-10-0274345
Net assets as of the end of the plan year2024-10-02411071
Net assets as of the beginning of the plan year2024-10-02336726
Employer contributions to plan in this plan year2024-10-0217581
Fees paid to broker by Benefit Provider2024-10-0224
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0246

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