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

Plan NameUNITED WAY OF HUNTERDON COUNTY 401(K) PLAN
Plan identification number 001

UNITED WAY OF HUNTERDON COUNTY 401(K) 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 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.
  • 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 HUNTERDON COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF HUNTERDON COUNTY
Employer identification number (EIN):222431065
NAIC Classification:624200

Additional information about UNITED WAY OF HUNTERDON COUNTY

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0100180823

More information about UNITED WAY OF HUNTERDON COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF HUNTERDON COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRENDA ESLER2024-07-30
0012022-01-01BRENDA ESLER2023-07-25
0012021-01-01MARIA DUNCAN2022-07-07
0012020-01-01MARIA DUNCAN2021-06-04
0012019-01-01MARIA DUNCAN2020-09-28
0012018-01-01MARIA DUNCAN2019-06-12
0012017-01-01MARIA DUNCAN2018-05-29
0012016-01-01MARIA DUNCAN2017-03-22
0012015-01-01MARIA DUNCAN2016-09-29
0012014-01-01MARIA DUNCAN2015-04-24
0012013-01-01MARIA DUNCAN2014-05-10
0012012-01-01MARIA DUNCAN2013-05-20
0012011-01-01MARIA DUNCAN2012-04-25
0012010-01-01MARIA DUNCAN2011-03-30

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

Measure Date Value
2025 : UNITED WAY OF HUNTERDON COUNTY 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-02158070
Net assets as of the end of the plan year2025-10-02236711
Total assets as of the beginning of the plan year2025-10-02319535
Value of plan covered by a fidelity bond2025-10-021000000
Participant contributions to plan in this plan year2025-10-0235563
Other income to plan in this plan year2025-10-0231901
Plan net income in this plan year2025-10-02-82824
Net assets as of the end of the plan year2025-10-02236711
Net assets as of the beginning of the plan year2025-10-02319535
Employer contributions to plan in this plan year2025-10-027782
Fees paid to broker by Benefit Provider2025-10-02678
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-02600
2024 : UNITED WAY OF HUNTERDON COUNTY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-300
Net assets as of the end of the plan year2024-07-30319535
Total assets as of the beginning of the plan year2024-07-30256815
Value of plan covered by a fidelity bond2024-07-301000000
Participant contributions to plan in this plan year2024-07-3010292
Other income to plan in this plan year2024-07-3042995
Plan net income in this plan year2024-07-3062720
Net assets as of the end of the plan year2024-07-30319535
Net assets as of the beginning of the plan year2024-07-30256815
Employer contributions to plan in this plan year2024-07-309433
Fees paid to broker by Benefit Provider2024-07-30689
2022 : UNITED WAY OF HUNTERDON COUNTY 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-07106292
Net assets as of the end of the plan year2022-07-07670205
Total assets as of the beginning of the plan year2022-07-07656403
Value of plan covered by a fidelity bond2022-07-071000000
Participant contributions to plan in this plan year2022-07-0733795
Value of participant loans at end of plan year2022-07-070
Other income to plan in this plan year2022-07-0769740
Plan net income in this plan year2022-07-0713802
Net assets as of the end of the plan year2022-07-07670205
Net assets as of the beginning of the plan year2022-07-07656403
Employer contributions to plan in this plan year2022-07-0716559
Fees paid to broker by Benefit Provider2022-07-071607
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-07200

Potentially related plans

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