UNITED WAY OF CARLISLE & CUMBERLAND COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY
401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY
| Measure | Date | Value |
|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-04-17 | 0 |
| Total liabilities as of the end of the plan year | 2025-04-17 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-04-17 | 0 |
| Total expenses incurred by plan in this plan year | 2025-04-17 | 314533 |
| Net assets as of the end of the plan year | 2025-04-17 | 841037 |
| Total assets as of the beginning of the plan year | 2025-04-17 | 1033648 |
| Value of plan covered by a fidelity bond | 2025-04-17 | 120000 |
| Participant contributions to plan in this plan year | 2025-04-17 | 40443 |
| Other expenses paid from plan in this plan year | 2025-04-17 | 0 |
| Other contributions to plan in this plan year | 2025-04-17 | 0 |
| Other income to plan in this plan year | 2025-04-17 | 81479 |
| Plan net income in this plan year | 2025-04-17 | -192611 |
| Net assets as of the end of the plan year | 2025-04-17 | 841037 |
| Net assets as of the beginning of the plan year | 2025-04-17 | 1033648 |
| Employer contributions to plan in this plan year | 2025-04-17 | 0 |
| Fees paid to broker by Benefit Provider | 2025-04-17 | 124 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-17 | 0 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-18 | 0 |
| Net assets as of the end of the plan year | 2024-06-18 | 1033648 |
| Total assets as of the beginning of the plan year | 2024-06-18 | 891292 |
| Value of plan covered by a fidelity bond | 2024-06-18 | 120000 |
| Participant contributions to plan in this plan year | 2024-06-18 | 56522 |
| Other expenses paid from plan in this plan year | 2024-06-18 | 0 |
| Other contributions to plan in this plan year | 2024-06-18 | 0 |
| Other income to plan in this plan year | 2024-06-18 | 85834 |
| Plan net income in this plan year | 2024-06-18 | 142356 |
| Net assets as of the end of the plan year | 2024-06-18 | 1033648 |
| Net assets as of the beginning of the plan year | 2024-06-18 | 891292 |
| Employer contributions to plan in this plan year | 2024-06-18 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-18 | 0 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-03-15 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-15 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-15 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-15 | 0 |
| Net assets as of the end of the plan year | 2022-03-15 | 922542 |
| Total assets as of the beginning of the plan year | 2022-03-15 | 791428 |
| Value of plan covered by a fidelity bond | 2022-03-15 | 100000 |
| Participant contributions to plan in this plan year | 2022-03-15 | 58059 |
| Other expenses paid from plan in this plan year | 2022-03-15 | 0 |
| Other contributions to plan in this plan year | 2022-03-15 | 0 |
| Other income to plan in this plan year | 2022-03-15 | 73055 |
| Plan net income in this plan year | 2022-03-15 | 131114 |
| Net assets as of the end of the plan year | 2022-03-15 | 922542 |
| Net assets as of the beginning of the plan year | 2022-03-15 | 791428 |
| Employer contributions to plan in this plan year | 2022-03-15 | 0 |
| Fees paid to broker by Benefit Provider | 2022-03-15 | 123 |