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UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF PENNSYLVANIA RETIREMENT PLAN
Plan identification number 001

UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN 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.
  • 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 PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF PENNSYLVANIA
Employer identification number (EIN):231672348
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF PENNSYLVANIA

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 686304

More information about UNITED WAY OF PENNSYLVANIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KRISTEN ROTZ2024-07-17
0012022-01-01KRISTEN ROTZ2024-02-06
0012021-01-01KRISTEN ROTZ2022-08-03
0012020-01-01KRISTEN ROTZ2021-07-15
0012018-01-01KRISTEN ROTZ2019-04-16
0012017-01-01KRISTEN ROTZ2018-04-30
0012016-01-01KRISTEN ROTZ2017-04-10
0012015-01-01KRISTEN ROTZ2016-07-14
0012014-01-01KRISTEN ROTZ2015-06-30
0012013-01-01JOSEPH CAPITA2014-05-28
0012012-01-01MALCOLM JACKSON2013-09-17
0012011-01-01MALCOLM JACKSON2012-07-25

Financial Data on UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN

Measure Date Value
2025 : UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-30371776
Net assets as of the end of the plan year2025-07-3042469
Total assets as of the beginning of the plan year2025-07-30332161
Value of plan covered by a fidelity bond2025-07-3028000
Participant contributions to plan in this plan year2025-07-3023075
Other expenses paid from plan in this plan year2025-07-3036
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3052880
Plan net income in this plan year2025-07-30-289692
Net assets as of the end of the plan year2025-07-3042469
Net assets as of the beginning of the plan year2025-07-30332161
Employer contributions to plan in this plan year2025-07-306129
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-301
Total expenses incurred by plan in this plan year2025-06-10371776
Net assets as of the end of the plan year2025-06-1042469
Total assets as of the beginning of the plan year2025-06-10332161
Value of plan covered by a fidelity bond2025-06-1028000
Participant contributions to plan in this plan year2025-06-1023075
Other expenses paid from plan in this plan year2025-06-1036
Other income to plan in this plan year2025-06-1052880
Plan net income in this plan year2025-06-10-289692
Net assets as of the end of the plan year2025-06-1042469
Net assets as of the beginning of the plan year2025-06-10332161
Employer contributions to plan in this plan year2025-06-106129
Total expenses incurred by plan in this plan year2025-06-09371776
Net assets as of the end of the plan year2025-06-0942469
Total assets as of the beginning of the plan year2025-06-09332161
Value of plan covered by a fidelity bond2025-06-0928000
Participant contributions to plan in this plan year2025-06-0923075
Other expenses paid from plan in this plan year2025-06-0936
Other income to plan in this plan year2025-06-0952880
Plan net income in this plan year2025-06-09-289692
Net assets as of the end of the plan year2025-06-0942469
Net assets as of the beginning of the plan year2025-06-09332161
Employer contributions to plan in this plan year2025-06-096129
2024 : UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-179973
Net assets as of the end of the plan year2024-07-17332161
Total assets as of the beginning of the plan year2024-07-17254426
Value of plan covered by a fidelity bond2024-07-1728000
Participant contributions to plan in this plan year2024-07-1730314
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-1749312
Plan net income in this plan year2024-07-1777735
Net assets as of the end of the plan year2024-07-17332161
Net assets as of the beginning of the plan year2024-07-17254426
Employer contributions to plan in this plan year2024-07-178082
Fees paid to broker by Benefit Provider2024-07-17142
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-179

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