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UNITED WAY OF GREATER UNION COUNTY 401(K) PLAN 401k Plan overview

Plan NameUNITED WAY OF GREATER UNION COUNTY 401(K) PLAN
Plan identification number 003

UNITED WAY OF GREATER UNION COUNTY 401(K) PLAN 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).
  • 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.
  • 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

UNITED WAY OF GREATER UNION COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER UNION COUNTY
Employer identification number (EIN):221904427
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 GREATER UNION COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01
0032021-07-01
0032020-07-01
0032020-07-01
0032019-07-01
0032018-07-01DAWN JEGLINSKI2019-11-07
0032017-07-01DAWN JEGLINSKI2019-01-07
0032016-07-01DAWN JEGLINSKI2018-01-03
0032015-07-01DAWN JEGLINSKI2017-01-06
0032014-07-01DAWN JEGLINSKI2015-12-16
0032013-07-01DAWN JEGLINSKI2015-01-06
0032012-07-01DAWN JEGLINSKI2014-01-27
0032011-07-01ROCHELLE GREEN2012-11-05
0032011-01-01ROCHELLE GREEN2012-02-01

Financial Data on UNITED WAY OF GREATER UNION COUNTY 401(K) PLAN

Measure Date Value
2025 : UNITED WAY OF GREATER UNION COUNTY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-240
Total liabilities as of the end of the plan year2025-11-240
Total liabilities as of the beginning of the plan year2025-11-24375
Total expenses incurred by plan in this plan year2025-11-241723
Net assets as of the end of the plan year2025-11-24515981
Total assets as of the beginning of the plan year2025-11-24403422
Value of plan covered by a fidelity bond2025-11-24250000
Participant contributions to plan in this plan year2025-11-2456975
Value of participant loans at end of plan year2025-11-2420537
Other expenses paid from plan in this plan year2025-11-240
Other contributions to plan in this plan year2025-11-240
Other income to plan in this plan year2025-11-2429493
Plan net income in this plan year2025-11-24112934
Net assets as of the end of the plan year2025-11-24515981
Net assets as of the beginning of the plan year2025-11-24403047
Employer contributions to plan in this plan year2025-11-2428189
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-24785
Total transfers to/from plan in this plan year2025-03-170
Total liabilities as of the end of the plan year2025-03-17375
Total liabilities as of the beginning of the plan year2025-03-170
Total expenses incurred by plan in this plan year2025-03-172552
Net assets as of the end of the plan year2025-03-17403422
Total assets as of the beginning of the plan year2025-03-17296819
Value of plan covered by a fidelity bond2025-03-17250000
Participant contributions to plan in this plan year2025-03-1745285
Value of participant loans at end of plan year2025-03-1724670
Other expenses paid from plan in this plan year2025-03-170
Other contributions to plan in this plan year2025-03-170
Other income to plan in this plan year2025-03-1744430
Plan net income in this plan year2025-03-17106228
Net assets as of the end of the plan year2025-03-17403047
Net assets as of the beginning of the plan year2025-03-17296819
Employer contributions to plan in this plan year2025-03-1719065
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-17690
2023 : UNITED WAY OF GREATER UNION COUNTY 401(K) PLAN 2023 401k financial data
Total transfers to/from plan in this plan year2023-03-140
Total liabilities as of the end of the plan year2023-03-140
Total liabilities as of the beginning of the plan year2023-03-140
Total expenses incurred by plan in this plan year2023-03-1457028
Net assets as of the end of the plan year2023-03-14639586
Total assets as of the beginning of the plan year2023-03-14750296
Value of plan covered by a fidelity bond2023-03-14250000
Participant contributions to plan in this plan year2023-03-1429887
Other expenses paid from plan in this plan year2023-03-140
Other contributions to plan in this plan year2023-03-140
Other income to plan in this plan year2023-03-14-113049
Plan net income in this plan year2023-03-14-110710
Net assets as of the end of the plan year2023-03-14639586
Net assets as of the beginning of the plan year2023-03-14750296
Employer contributions to plan in this plan year2023-03-1429480
Expensese paid to adminstrative service provicers from plan in this plan year2023-03-14654

Potentially related plans

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