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UNITED WAY OF LANCASTER COUNTY 401k Plan overview

Plan NameUNITED WAY OF LANCASTER COUNTY
Plan identification number 001

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

Company Name:UNITED WAY OF LANCASTER COUNTY
Employer identification number (EIN):231352093
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF LANCASTER COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BETH TICE2024-08-14 BETH TICE2024-08-14
0012022-01-01KEITH RADECIC2023-09-26
0012021-01-01MARIA LAPP2022-07-14 MARIA LAPP2022-07-14
0012020-01-01MARIA LAPP2021-07-13
0012019-01-01RYAN ELLIS2020-07-24
0012018-01-01RYAN ELLIS2019-07-22
0012017-01-01WALTER SENKOWSKI2018-07-05
0012016-01-01WALTER SENKOWSKI2017-07-24
0012013-01-01JOHN K HERR2014-05-15 JOHN K HERR2014-05-15
0012012-01-01JOHN K HERR2013-07-10 JOHN K HERR2013-07-10
0012011-01-01JOHN K HERR2012-07-11 JOHN K HERR2012-07-11
0012010-01-01DARLENE ROEHM2011-07-25

Plan Statistics for UNITED WAY OF LANCASTER COUNTY

401k plan membership statisitcs for UNITED WAY OF LANCASTER COUNTY

Measure Date Value
2025: UNITED WAY OF LANCASTER COUNTY 2025 401k membership
Total number of particpants at beginning of year2025-09-0947
Total number of particpants at end of year2025-09-0954
Number of Participants With Account Balances2025-09-0954
2024: UNITED WAY OF LANCASTER COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-08-2050
Total number of particpants at end of year2024-08-2046
Number of Participants With Account Balances2024-08-2046
2022: UNITED WAY OF LANCASTER COUNTY 2022 401k membership
Total number of particpants at beginning of year2022-07-1442
Total number of particpants at end of year2022-07-1446
Number of Participants With Account Balances2022-07-1446

Financial Data on UNITED WAY OF LANCASTER COUNTY

Measure Date Value
2025 : UNITED WAY OF LANCASTER COUNTY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-09170120
Net assets as of the end of the plan year2025-09-091051661
Total assets as of the beginning of the plan year2025-09-09973422
Value of plan covered by a fidelity bond2025-09-09250000
Participant contributions to plan in this plan year2025-09-0948311
Value of participant loans at end of plan year2025-09-0951737
Other income to plan in this plan year2025-09-09140300
Plan net income in this plan year2025-09-0978239
Net assets as of the end of the plan year2025-09-091051661
Net assets as of the beginning of the plan year2025-09-09973422
Employer contributions to plan in this plan year2025-09-0959748
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-096167
2024 : UNITED WAY OF LANCASTER COUNTY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-2059436
Net assets as of the end of the plan year2024-08-20973422
Total assets as of the beginning of the plan year2024-08-20818690
Value of plan covered by a fidelity bond2024-08-20250000
Participant contributions to plan in this plan year2024-08-2013443
Value of participant loans at end of plan year2024-08-2026132
Other contributions to plan in this plan year2024-08-20533
Other income to plan in this plan year2024-08-20146690
Plan net income in this plan year2024-08-20154732
Net assets as of the end of the plan year2024-08-20973422
Net assets as of the beginning of the plan year2024-08-20818690
Employer contributions to plan in this plan year2024-08-2053502
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-206019
2022 : UNITED WAY OF LANCASTER COUNTY 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-14360953
Net assets as of the end of the plan year2022-07-14931853
Total assets as of the beginning of the plan year2022-07-141027484
Value of plan covered by a fidelity bond2022-07-14250000
Participant contributions to plan in this plan year2022-07-1453736
Value of participant loans at end of plan year2022-07-14322
Other contributions to plan in this plan year2022-07-1424485
Other income to plan in this plan year2022-07-14132621
Plan net income in this plan year2022-07-14-95631
Net assets as of the end of the plan year2022-07-14931853
Net assets as of the beginning of the plan year2022-07-141027484
Employer contributions to plan in this plan year2022-07-1454480
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-145198

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