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UNITED WAY OF THE GREATER LEHIGH VALLEY RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF THE GREATER LEHIGH VALLEY RETIREMENT PLAN
Plan identification number 002

UNITED WAY OF THE GREATER LEHIGH VALLEY 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 GREATER LEHIGH VALLEY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER LEHIGH VALLEY
Employer identification number (EIN):232657933
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 THE GREATER LEHIGH VALLEY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01DEBRA KLOCEK2019-04-02 DEBRA KLOCEK2019-04-02
0022017-01-01DEBRA KLOCEK2018-02-22 DEBRA KLOCEK2018-02-22
0022016-01-01DEBRA KLOCEK2017-04-27 DEBRA KLOCEK2017-04-27
0022015-01-01DEBRA KLOCEK2016-05-06 DEBRA KLOCEK2016-05-06
0022014-01-01DEBRA KLOCEK2015-05-05 DEBRA KLOCEK2015-05-05
0022013-01-01DEBRA KLOCEK2014-05-08 DEBRA KLOCEK2014-05-08
0022012-01-01DEBRA KLOCEK2013-05-13 DEBRA KLOCEK2013-05-13
0022011-01-01DEBRA KLOCEK2012-05-01 DEBRA KLOCEK2012-05-01
0022010-01-01DEBRA KLOCEK2011-05-23 DEBRA KLOCEK2011-05-23

Financial Data on UNITED WAY OF THE GREATER LEHIGH VALLEY RETIREMENT PLAN

Measure Date Value
2025 : UNITED WAY OF THE GREATER LEHIGH VALLEY RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-060
Total liabilities as of the end of the plan year2025-10-060
Total liabilities as of the beginning of the plan year2025-10-060
Total expenses incurred by plan in this plan year2025-10-06511580
Net assets as of the end of the plan year2025-10-064304844
Total assets as of the beginning of the plan year2025-10-063758611
Value of plan covered by a fidelity bond2025-10-06200000
Participant contributions to plan in this plan year2025-10-06302482
Value of participant loans at end of plan year2025-10-0656429
Other expenses paid from plan in this plan year2025-10-060
Other contributions to plan in this plan year2025-10-060
Other income to plan in this plan year2025-10-06529543
Plan net income in this plan year2025-10-06546233
Net assets as of the end of the plan year2025-10-064304844
Net assets as of the beginning of the plan year2025-10-063758611
Employer contributions to plan in this plan year2025-10-06225788
Fees paid to broker by Benefit Provider2025-10-062723
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0614850
2024 : UNITED WAY OF THE GREATER LEHIGH VALLEY RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-14340578
Net assets as of the end of the plan year2024-10-143758611
Total assets as of the beginning of the plan year2024-10-143035123
Value of plan covered by a fidelity bond2024-10-14400000
Participant contributions to plan in this plan year2024-10-14279841
Value of participant loans at end of plan year2024-10-1477395
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-1414813
Other income to plan in this plan year2024-10-14567904
Plan net income in this plan year2024-10-14723488
Net assets as of the end of the plan year2024-10-143758611
Net assets as of the beginning of the plan year2024-10-143035123
Value of contributions failed to transmitted timely2024-10-14150053
Employer contributions to plan in this plan year2024-10-14201508
Fees paid to broker by Benefit Provider2024-10-142267
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1412083
2022 : UNITED WAY OF THE GREATER LEHIGH VALLEY RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-10-160
Total expenses incurred by plan in this plan year2022-10-1683
Net assets as of the end of the plan year2022-10-163037314
Total assets as of the beginning of the plan year2022-10-162310123
Value of plan covered by a fidelity bond2022-10-16500000
Participant contributions to plan in this plan year2022-10-16216917
Value of participant loans at end of plan year2022-10-16113808
Other contributions to plan in this plan year2022-10-160
Other income to plan in this plan year2022-10-16327879
Plan net income in this plan year2022-10-16727191
Net assets as of the end of the plan year2022-10-163037314
Net assets as of the beginning of the plan year2022-10-162310123
Value of contributions failed to transmitted timely2022-10-1664294
Employer contributions to plan in this plan year2022-10-16182478
Fees paid to broker by Benefit Provider2022-10-161519

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