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TAX DEFERRED ANNUITY PLAN OF SCHUYLKILL UNITED WAY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF SCHUYLKILL UNITED WAY
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF SCHUYLKILL UNITED WAY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='231999071' AND PlanID='002'

401k Sponsoring company profile

SCHUYLKILL UNITED WAY has sponsored the creation of one or more 401k plans.

Company Name:SCHUYLKILL UNITED WAY
Employer identification number (EIN):231999071
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 SCHUYLKILL UNITED WAY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KELLY MALONE2024-04-18
0022022-01-01KELLY MALONE2023-06-22
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01SANDY RICO2015-06-17
0022013-01-01ANDREW SMITH2015-07-14
0022012-01-01ANDREW SMITH2013-08-27
0022011-01-01ANDREW SMITH2013-07-19
0022010-01-01SUE ACHUFF2011-10-12

Financial Data on TAX DEFERRED ANNUITY PLAN OF SCHUYLKILL UNITED WAY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF SCHUYLKILL UNITED WAY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-2658582
Net assets as of the end of the plan year2025-03-26307360
Total assets as of the beginning of the plan year2025-03-26302060
Value of plan covered by a fidelity bond2025-03-2660000
Participant contributions to plan in this plan year2025-03-2617150
Other income to plan in this plan year2025-03-2634567
Plan net income in this plan year2025-03-265300
Net assets as of the end of the plan year2025-03-26307360
Net assets as of the beginning of the plan year2025-03-26302060
Employer contributions to plan in this plan year2025-03-2612165
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-264048
2024 : TAX DEFERRED ANNUITY PLAN OF SCHUYLKILL UNITED WAY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-183418
Net assets as of the end of the plan year2024-04-18302060
Total assets as of the beginning of the plan year2024-04-18231334
Value of plan covered by a fidelity bond2024-04-1860000
Participant contributions to plan in this plan year2024-04-1822796
Other income to plan in this plan year2024-04-1839442
Plan net income in this plan year2024-04-1870726
Net assets as of the end of the plan year2024-04-18302060
Net assets as of the beginning of the plan year2024-04-18231334
Employer contributions to plan in this plan year2024-04-1811906
Fees paid to broker by Benefit Provider2024-04-181
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-183418
2022 : TAX DEFERRED ANNUITY PLAN OF SCHUYLKILL UNITED WAY 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-132134
Net assets as of the end of the plan year2022-04-13288361
Total assets as of the beginning of the plan year2022-04-13190716
Value of plan covered by a fidelity bond2022-04-1360000
Participant contributions to plan in this plan year2022-04-1329567
Other contributions to plan in this plan year2022-04-1335827
Other income to plan in this plan year2022-04-1322868
Plan net income in this plan year2022-04-1397645
Net assets as of the end of the plan year2022-04-13288361
Net assets as of the beginning of the plan year2022-04-13190716
Employer contributions to plan in this plan year2022-04-1311517
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-132134

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