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UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY 401k Plan overview

Plan NameUNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY
Plan identification number 002

UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 CHESTER COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CHESTER COUNTY
Employer identification number (EIN):232131877
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHRISTOPHER SAELLO2024-10-16
0022022-01-01CHRISTOPHER SAELLO2023-07-26
0022021-01-01CHRISTOPHER SAELLO2022-10-14
0022021-01-01CHRISTOPHER SAELLO2022-10-14
0022020-01-01CHRISTOPHER SAELLO2021-07-15
0022019-01-01CHRISTOPHER SAELLO2020-07-22
0022018-01-01CHRISTOPHER SAELLO2019-05-23
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01CLAUDIA HELLEBUSH2013-06-07
0022011-01-01CLAUDIA HELLEBUSH2012-07-24
0022010-01-01CLAUDIA HELLEBUSH2011-07-21

Plan Statistics for UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY

401k plan membership statisitcs for UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY

Measure Date Value
2025: UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY 2025 401k membership
Total number of particpants at beginning of year2025-10-0816
Total number of particpants at end of year2025-10-0820
Number of Participants With Account Balances2025-10-0814
2024: UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY 2024 401k membership
Total number of particpants at beginning of year2024-10-1614
Total number of particpants at end of year2024-10-1616
Number of Participants With Account Balances2024-10-1613
2022: UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY 2022 401k membership
Total number of particpants at beginning of year2022-10-1415
Total number of particpants at end of year2022-10-1416
Number of Participants With Account Balances2022-10-1416

Financial Data on UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY

Measure Date Value
2025 : UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-0824752
Net assets as of the end of the plan year2025-10-083159489
Total assets as of the beginning of the plan year2025-10-082822075
Value of plan covered by a fidelity bond2025-10-08500000
Participant contributions to plan in this plan year2025-10-0840513
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-081871
Other income to plan in this plan year2025-10-08262910
Plan net income in this plan year2025-10-08337414
Net assets as of the end of the plan year2025-10-083159489
Net assets as of the beginning of the plan year2025-10-082822075
Employer contributions to plan in this plan year2025-10-0856872
Fees paid to broker by Benefit Provider2025-10-08191
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-08180
2024 : UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-160
Total liabilities as of the end of the plan year2024-10-160
Total liabilities as of the beginning of the plan year2024-10-160
Total expenses incurred by plan in this plan year2024-10-1624806
Net assets as of the end of the plan year2024-10-162822075
Total assets as of the beginning of the plan year2024-10-162526240
Value of plan covered by a fidelity bond2024-10-16500000
Participant contributions to plan in this plan year2024-10-1633032
Other expenses paid from plan in this plan year2024-10-160
Other contributions to plan in this plan year2024-10-160
Other income to plan in this plan year2024-10-16233856
Plan net income in this plan year2024-10-16295835
Net assets as of the end of the plan year2024-10-162822075
Net assets as of the beginning of the plan year2024-10-162526240
Employer contributions to plan in this plan year2024-10-1653753
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1672
2022 : UNITED WAY OF CHESTER COUNTY TAX DEFERRED ANNUITY 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-140
Total liabilities as of the end of the plan year2022-10-140
Total liabilities as of the beginning of the plan year2022-10-140
Total expenses incurred by plan in this plan year2022-10-1443762
Net assets as of the end of the plan year2022-10-143031004
Total assets as of the beginning of the plan year2022-10-142638985
Value of plan covered by a fidelity bond2022-10-14500000
Participant contributions to plan in this plan year2022-10-1425063
Other expenses paid from plan in this plan year2022-10-14104
Other contributions to plan in this plan year2022-10-14144285
Other income to plan in this plan year2022-10-14233626
Plan net income in this plan year2022-10-14392019
Net assets as of the end of the plan year2022-10-143031004
Net assets as of the beginning of the plan year2022-10-142638985
Employer contributions to plan in this plan year2022-10-1432807
Fees paid to broker by Benefit Provider2022-10-14827

Potentially related plans

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