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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF BLOUNT COUNTY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF BLOUNT COUNTY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF BLOUNT COUNTY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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 BLOUNT COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF BLOUNT COUNTY
Employer identification number (EIN):237122193
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 UNITED WAY OF BLOUNT COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ALYSSA IKNER2024-05-09
0012022-01-01ALYSSA IKNER2023-06-20
0012021-01-01ALYSSA IKNER2022-03-28
0012020-01-01ALYSSA IKNER2021-06-11
0012019-01-01ALYSSA IKNER2020-06-18
0012018-01-01JENNIFER WACKERHAGEN2019-04-24
0012017-01-01JENNIFER WACKERHAGEN2018-04-25 JENNIFER WACKERHAGEN2018-04-25
0012016-01-01ALYSSA IKNER2017-04-07 ALYSSA IKNER2017-04-07
0012015-01-01JENNIFER WACKERHAGEN2016-05-04
0012014-01-01SHAYNNE PALMER2015-04-14 SHAYNNE PALMER2015-04-14
0012013-01-01SHAYNNE PALMER2014-06-17 SHAYNNE PALMER2014-06-17
0012012-01-01MICHELLE HANKES2013-05-20 MICHELLE HANKES2013-05-20
0012011-01-01MICHELLE HANKES2012-06-21
0012010-01-01MICHELLE HANKES2011-06-07

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF BLOUNT COUNTY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF BLOUNT COUNTY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-08113867
Net assets as of the end of the plan year2025-07-08787920
Total assets as of the beginning of the plan year2025-07-08751517
Value of plan covered by a fidelity bond2025-07-08500000
Participant contributions to plan in this plan year2025-07-0819887
Other income to plan in this plan year2025-07-0897366
Plan net income in this plan year2025-07-0836403
Net assets as of the end of the plan year2025-07-08787920
Net assets as of the beginning of the plan year2025-07-08751517
Employer contributions to plan in this plan year2025-07-0833017
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF BLOUNT COUNTY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-090
Net assets as of the end of the plan year2024-05-09751517
Total assets as of the beginning of the plan year2024-05-09584053
Value of plan covered by a fidelity bond2024-05-09500000
Participant contributions to plan in this plan year2024-05-0914968
Other income to plan in this plan year2024-05-09117174
Plan net income in this plan year2024-05-09167464
Net assets as of the end of the plan year2024-05-09751517
Net assets as of the beginning of the plan year2024-05-09584053
Employer contributions to plan in this plan year2024-05-0935322
2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF BLOUNT COUNTY 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-280
Net assets as of the end of the plan year2022-03-28640990
Total assets as of the beginning of the plan year2022-03-28504738
Value of plan covered by a fidelity bond2022-03-28500000
Participant contributions to plan in this plan year2022-03-2819588
Other income to plan in this plan year2022-03-2882159
Plan net income in this plan year2022-03-28136252
Net assets as of the end of the plan year2022-03-28640990
Net assets as of the beginning of the plan year2022-03-28504738
Employer contributions to plan in this plan year2022-03-2834505

Potentially related plans

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