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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON
Plan identification number 004

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON 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.
  • 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 ESSEX AND WEST HUDSON has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF ESSEX AND WEST HUDSON
Employer identification number (EIN):226069078
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01CATHERINE WILSON2024-10-14
0042022-01-01CATHERINE WILSON2023-09-12 CATHERINE WILSON2023-09-12
0042021-01-01CATHERINE WILSON2022-07-28
0042020-01-01CATHERINE WILSON2021-07-07
0042019-01-01CATHERINE WILSON2020-07-27
0042018-01-01CATHERINE WILSON2019-10-02
0042017-01-01CATHERINE WILSON2018-07-25 CATHERINE WILSON2018-07-25
0042016-01-01CATHERINE WILSON2017-07-12 CATHERINE WILSON2017-07-12
0042015-01-01TRACEY HOOD2016-07-15 TRACEY HOOD2016-07-15
0042013-01-01BARBARA HAMILTON2014-07-02 BARBARA HAMILTON2014-07-02
0042012-01-01BARBARA HAMILTON2013-07-17
0042011-01-01BARBARA HAMILTON2012-07-31 BARBARA HAMILTON2012-07-31
0042010-01-01BARBARA HAMILTON2011-05-25 BARBARA HAMILTON2011-05-25

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON 2025 401k membership
Total number of particpants at beginning of year2025-07-2119
Total number of particpants at end of year2025-07-2115
Number of Participants With Account Balances2025-07-2115
2024: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON 2024 401k membership
Total number of particpants at beginning of year2024-10-1417
Total number of particpants at end of year2024-10-1419
Number of Participants With Account Balances2024-10-1419
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON 2022 401k membership
Total number of particpants at beginning of year2022-07-2818
Total number of particpants at end of year2022-07-2822
Number of Participants With Account Balances2022-07-2822

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-21109613
Net assets as of the end of the plan year2025-07-21668305
Total assets as of the beginning of the plan year2025-07-21623414
Value of plan covered by a fidelity bond2025-07-21250000
Participant contributions to plan in this plan year2025-07-2126405
Value of participant loans at end of plan year2025-07-2113764
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2185912
Plan net income in this plan year2025-07-2144891
Net assets as of the end of the plan year2025-07-21668305
Net assets as of the beginning of the plan year2025-07-21623414
Employer contributions to plan in this plan year2025-07-2142187
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-216732
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1412144
Net assets as of the end of the plan year2024-10-14623414
Total assets as of the beginning of the plan year2024-10-14471714
Value of plan covered by a fidelity bond2024-10-14250000
Participant contributions to plan in this plan year2024-10-1428942
Value of participant loans at end of plan year2024-10-1426825
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-1486437
Plan net income in this plan year2024-10-14151700
Net assets as of the end of the plan year2024-10-14623414
Net assets as of the beginning of the plan year2024-10-14471714
Employer contributions to plan in this plan year2024-10-1448465
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-145180
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ESSEX AND WEST HUDSON 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2817869
Net assets as of the end of the plan year2022-07-28459940
Total assets as of the beginning of the plan year2022-07-28204681
Value of plan covered by a fidelity bond2022-07-28250000
Participant contributions to plan in this plan year2022-07-2819615
Value of participant loans at end of plan year2022-07-2831311
Other contributions to plan in this plan year2022-07-28178574
Other income to plan in this plan year2022-07-2855066
Plan net income in this plan year2022-07-28255259
Net assets as of the end of the plan year2022-07-28459940
Net assets as of the beginning of the plan year2022-07-28204681
Employer contributions to plan in this plan year2022-07-2819873
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-286735

Potentially related plans

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