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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 CARLISLE & CUMBERLAND COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CARLISLE & CUMBERLAND COUNTY
Employer identification number (EIN):231552261
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BRENDA KAUFMAN2024-06-18
0022022-01-01BRENDA KAUFMAN2023-06-22
0022021-01-01BRENDA KAUFMAN2022-03-15
0022020-01-01BRENDA KAUFMAN2021-03-23
0022019-01-01BRENDA KAUFMAN2020-03-30
0022018-01-01BRENDA KAUFMAN2019-04-10
0022017-01-01BRENDA KAUFMAN2018-04-19
0022016-01-01BRENDA KAUFMAN2017-04-13
0022015-01-01BRENDA KAUFMAN2016-05-16
0022014-01-01BRENDA KAUFMAN2015-06-25
0022013-01-01BRENDA KAUFMAN2014-06-05
0022012-01-01BRENDA KAUFMAN2013-06-12
0022011-01-01BRENDA KAUFMAN2012-07-03 BRENDA KAUFMAN2012-07-03
0022010-01-01BRENDA KAUFMAN2011-06-09 BRENDA KAUFMAN2011-06-09

Plan Statistics for 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 membership
Total number of particpants at beginning of year2025-04-178
Total number of particpants at end of year2025-04-178
Number of Participants With Account Balances2025-04-175
2024: TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-06-187
Total number of particpants at end of year2024-06-188
Number of Participants With Account Balances2024-06-186
2022: TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY 2022 401k membership
Total number of particpants at beginning of year2022-03-157
Total number of particpants at end of year2022-03-157
Number of Participants With Account Balances2022-03-155

Financial Data on 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 year2025-04-170
Total liabilities as of the end of the plan year2025-04-170
Total liabilities as of the beginning of the plan year2025-04-170
Total expenses incurred by plan in this plan year2025-04-17314533
Net assets as of the end of the plan year2025-04-17841037
Total assets as of the beginning of the plan year2025-04-171033648
Value of plan covered by a fidelity bond2025-04-17120000
Participant contributions to plan in this plan year2025-04-1740443
Other expenses paid from plan in this plan year2025-04-170
Other contributions to plan in this plan year2025-04-170
Other income to plan in this plan year2025-04-1781479
Plan net income in this plan year2025-04-17-192611
Net assets as of the end of the plan year2025-04-17841037
Net assets as of the beginning of the plan year2025-04-171033648
Employer contributions to plan in this plan year2025-04-170
Fees paid to broker by Benefit Provider2025-04-17124
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-170
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-180
Total liabilities as of the end of the plan year2024-06-180
Total liabilities as of the beginning of the plan year2024-06-180
Total expenses incurred by plan in this plan year2024-06-180
Net assets as of the end of the plan year2024-06-181033648
Total assets as of the beginning of the plan year2024-06-18891292
Value of plan covered by a fidelity bond2024-06-18120000
Participant contributions to plan in this plan year2024-06-1856522
Other expenses paid from plan in this plan year2024-06-180
Other contributions to plan in this plan year2024-06-180
Other income to plan in this plan year2024-06-1885834
Plan net income in this plan year2024-06-18142356
Net assets as of the end of the plan year2024-06-181033648
Net assets as of the beginning of the plan year2024-06-18891292
Employer contributions to plan in this plan year2024-06-180
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-180
2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF CARLISLE & CUMBERLAND COUNTY 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-150
Total liabilities as of the end of the plan year2022-03-150
Total liabilities as of the beginning of the plan year2022-03-150
Total expenses incurred by plan in this plan year2022-03-150
Net assets as of the end of the plan year2022-03-15922542
Total assets as of the beginning of the plan year2022-03-15791428
Value of plan covered by a fidelity bond2022-03-15100000
Participant contributions to plan in this plan year2022-03-1558059
Other expenses paid from plan in this plan year2022-03-150
Other contributions to plan in this plan year2022-03-150
Other income to plan in this plan year2022-03-1573055
Plan net income in this plan year2022-03-15131114
Net assets as of the end of the plan year2022-03-15922542
Net assets as of the beginning of the plan year2022-03-15791428
Employer contributions to plan in this plan year2022-03-150
Fees paid to broker by Benefit Provider2022-03-15123

Potentially related plans

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