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UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF PENNSYLVANIA RETIREMENT PLAN
Plan identification number 002

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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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
0022010-01-01MATTHEW NEISWENDER2011-10-07

Financial Data on UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN

Measure Date Value
2025 : UNITED WAY OF PENNSYLVANIA RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-090
Total liabilities as of the end of the plan year2025-06-090
Total liabilities as of the beginning of the plan year2025-06-090
Total expenses incurred by plan in this plan year2025-06-091146
Net assets as of the end of the plan year2025-06-09448159
Total assets as of the beginning of the plan year2025-06-090
Value of plan covered by a fidelity bond2025-06-0928000
Participant contributions to plan in this plan year2025-06-0911057
Value of participant loans at end of plan year2025-06-0912000
Other expenses paid from plan in this plan year2025-06-090
Other contributions to plan in this plan year2025-06-09436840
Other income to plan in this plan year2025-06-09-1561
Plan net income in this plan year2025-06-09448159
Net assets as of the end of the plan year2025-06-09448159
Net assets as of the beginning of the plan year2025-06-090
Employer contributions to plan in this plan year2025-06-092969
Fees paid to broker by Benefit Provider2025-06-0984
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-091146

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