UNITED WAY OF BUCKS COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED WAY OF BUCKS COUNTY 401K PLAN
| Measure | Date | Value |
|---|
| 2025: UNITED WAY OF BUCKS COUNTY 401K PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-06-25 | 24 |
| Total number of particpants at end of year | 2025-06-25 | 26 |
| Number of Participants With Account Balances | 2025-06-25 | 22 |
| 2024: UNITED WAY OF BUCKS COUNTY 401K PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-16 | 21 |
| Total number of particpants at end of year | 2024-07-16 | 24 |
| Number of Participants With Account Balances | 2024-07-16 | 21 |
| 2016: UNITED WAY OF BUCKS COUNTY 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 8 |
| Total of all active and inactive participants | 2016-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 19 |
| Number of participants with account balances | 2016-01-01 | 17 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2025 : UNITED WAY OF BUCKS COUNTY 401K PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-06-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-06-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-25 | 8077 |
| Net assets as of the end of the plan year | 2025-06-25 | 1059384 |
| Total assets as of the beginning of the plan year | 2025-06-25 | 848330 |
| Value of plan covered by a fidelity bond | 2025-06-25 | 200000 |
| Participant contributions to plan in this plan year | 2025-06-25 | 66574 |
| Value of participant loans at end of plan year | 2025-06-25 | 1912 |
| Other expenses paid from plan in this plan year | 2025-06-25 | 0 |
| Other contributions to plan in this plan year | 2025-06-25 | 27638 |
| Other income to plan in this plan year | 2025-06-25 | 104284 |
| Plan net income in this plan year | 2025-06-25 | 211054 |
| Net assets as of the end of the plan year | 2025-06-25 | 1059384 |
| Net assets as of the beginning of the plan year | 2025-06-25 | 848330 |
| Employer contributions to plan in this plan year | 2025-06-25 | 20635 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-25 | 8077 |
| 2024 : UNITED WAY OF BUCKS COUNTY 401K PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-16 | 90278 |
| Net assets as of the end of the plan year | 2024-07-16 | 848330 |
| Total assets as of the beginning of the plan year | 2024-07-16 | 745830 |
| Value of plan covered by a fidelity bond | 2024-07-16 | 200000 |
| Participant contributions to plan in this plan year | 2024-07-16 | 60136 |
| Other expenses paid from plan in this plan year | 2024-07-16 | 0 |
| Other contributions to plan in this plan year | 2024-07-16 | 0 |
| Other income to plan in this plan year | 2024-07-16 | 118609 |
| Plan net income in this plan year | 2024-07-16 | 102500 |
| Net assets as of the end of the plan year | 2024-07-16 | 848330 |
| Net assets as of the beginning of the plan year | 2024-07-16 | 745830 |
| Employer contributions to plan in this plan year | 2024-07-16 | 14033 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-16 | 6373 |
| 2016 : UNITED WAY OF BUCKS COUNTY 401K PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $1,327 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,675 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $393,169 |
| Total plan assets at beginning of year | 2016-12-31 | $393,517 |
| Value of fidelity bond covering the plan | 2016-12-31 | $200,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $1,327 |
| Net income (gross income less expenses) | 2016-12-31 | $-348 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $393,169 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $393,517 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,675 |