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HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN
Plan identification number 002

HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING 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.
  • 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

HEART OF KENTUCKY UNITED WAY has sponsored the creation of one or more 401k plans.

Company Name:HEART OF KENTUCKY UNITED WAY
Employer identification number (EIN):237166092
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEPHANIE S. BLEVINS2024-07-23
0022022-01-01STEPHANIE S. BLEVINS2023-06-16
0022021-01-01STEPHANIE S. BLEVINS2022-06-30
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01STEPHANIE S. BLEVINS2017-05-08
0022015-01-01STEPHANIE S. BLEVINS2016-07-14
0022014-01-01STEPHANIE S. BLEVINS2015-05-21
0022013-01-01STEPHANIE S. BLEVINS2014-06-03
0022012-01-01JANIE B. PASS2013-08-19
0022011-07-01JANIE B. PASS2012-07-18

Plan Statistics for HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-171
Total number of particpants at end of year2025-06-171
Number of Participants With Account Balances2025-06-171
2024: HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-231
Total number of particpants at end of year2024-07-231
Number of Participants With Account Balances2024-07-231

Financial Data on HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-170
Total expenses incurred by plan in this plan year2025-06-17789
Net assets as of the end of the plan year2025-06-17125831
Total assets as of the beginning of the plan year2025-06-17102002
Value of plan covered by a fidelity bond2025-06-17250000
Participant contributions to plan in this plan year2025-06-174604
Other contributions to plan in this plan year2025-06-170
Other income to plan in this plan year2025-06-1715410
Plan net income in this plan year2025-06-1723829
Net assets as of the end of the plan year2025-06-17125831
Net assets as of the beginning of the plan year2025-06-17102002
Employer contributions to plan in this plan year2025-06-174604
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-17789
2024 : HEART OF KENTUCKY UNITED WAY 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-23604
Net assets as of the end of the plan year2024-07-23102002
Total assets as of the beginning of the plan year2024-07-2378720
Value of plan covered by a fidelity bond2024-07-23250000
Participant contributions to plan in this plan year2024-07-234263
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-2315360
Plan net income in this plan year2024-07-2323282
Net assets as of the end of the plan year2024-07-23102002
Net assets as of the beginning of the plan year2024-07-2378720
Employer contributions to plan in this plan year2024-07-234263
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23604

Potentially related plans

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