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EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION has sponsored the creation of one or more 401k plans.

Company Name:UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION
Employer identification number (EIN):221833858
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01ERNESTINE FRYE2024-10-15
0022022-01-01ERNESTINE FRYE2023-07-17
0022020-01-01ERNESTINE FRYE2021-12-14

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION 2025 401k membership
Total number of particpants at beginning of year2025-09-3036
Total number of particpants at end of year2025-09-3033
Number of Participants With Account Balances2025-09-3033
2024: EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION 2024 401k membership
Total number of particpants at beginning of year2024-10-1528
Total number of particpants at end of year2024-10-1528
Number of Participants With Account Balances2024-10-1525

Financial Data on EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION 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 year2025-09-3028525
Net assets as of the end of the plan year2025-09-30117902
Total assets as of the beginning of the plan year2025-09-3090109
Value of plan covered by a fidelity bond2025-09-306500
Participant contributions to plan in this plan year2025-09-3018048
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 year2025-09-3010464
Plan net income in this plan year2025-09-3027793
Net assets as of the end of the plan year2025-09-30117902
Net assets as of the beginning of the plan year2025-09-3090109
Employer contributions to plan in this plan year2025-09-3027806
Fees paid to broker by Benefit Provider2025-09-3081
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-30469
2024 : EMPLOYEE BENEFIT PLAN OF UNION TOWNSHIP COMMUNITY ACTION ORGANIZATION 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-155822
Net assets as of the end of the plan year2024-10-1590109
Total assets as of the beginning of the plan year2024-10-1560191
Value of plan covered by a fidelity bond2024-10-156500
Participant contributions to plan in this plan year2024-10-158403
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1511051
Plan net income in this plan year2024-10-1529918
Net assets as of the end of the plan year2024-10-1590109
Net assets as of the beginning of the plan year2024-10-1560191
Employer contributions to plan in this plan year2024-10-1516286
Fees paid to broker by Benefit Provider2024-10-15140
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15432

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