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UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN 401k Plan overview

Plan NameUNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN
Plan identification number 007

UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN 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 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.

401k Sponsoring company profile

UNITED WAY OF CENTRAL NEW YORK, INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL NEW YORK, INC
Employer identification number (EIN):150532073
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072023-01-01LYNNE-MARIE RYAN2024-07-29 LYNNE-MARIE RYAN2024-07-29
0072022-11-01LYNNE-MARIE RYAN2023-07-21

Financial Data on UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN

Measure Date Value
2025 : UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-30547
Net assets as of the end of the plan year2025-07-30123755
Total assets as of the beginning of the plan year2025-07-3076159
Value of plan covered by a fidelity bond2025-07-30250000
Participant contributions to plan in this plan year2025-07-3030500
Other income to plan in this plan year2025-07-3011598
Plan net income in this plan year2025-07-3047596
Net assets as of the end of the plan year2025-07-30123755
Net assets as of the beginning of the plan year2025-07-3076159
Employer contributions to plan in this plan year2025-07-306045
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30547
2024 : UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-29223
Net assets as of the end of the plan year2024-07-2976159
Total assets as of the beginning of the plan year2024-07-294795
Value of plan covered by a fidelity bond2024-07-29250000
Participant contributions to plan in this plan year2024-07-2926000
Other contributions to plan in this plan year2024-07-2933517
Other income to plan in this plan year2024-07-296165
Plan net income in this plan year2024-07-2971364
Net assets as of the end of the plan year2024-07-2976159
Net assets as of the beginning of the plan year2024-07-294795
Employer contributions to plan in this plan year2024-07-295905
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-29223

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