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TAX DEFERRED ANNUITY PLAN OF LAKE AREA UNITED WAY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF LAKE AREA UNITED WAY, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF LAKE AREA UNITED WAY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

LAKE AREA UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:LAKE AREA UNITED WAY, INC.
Employer identification number (EIN):237170019
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 LAKE AREA UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MARIE FLOURNOY2024-02-16
0022021-01-01DAWN THOSTESEN2022-05-20
0022020-01-01ASHLEY ADLER2021-03-11
0022019-01-01LISA DAUGHERTY2020-10-08
0022018-01-01LISA DAUGHERTY2019-03-28
0022017-01-01RICK CZYZ2018-09-12 RICK CZYZ2018-09-12
0022017-01-01RICK CZYZ2018-07-06 RICK CZYZ2018-07-06
0022016-01-01JOE STEPHAN2017-07-24 JOE STEPHAN2017-07-24
0022016-01-01JOE STEPHAN2018-09-12 JOE STEPHAN2018-09-12
0022015-01-01JOE STEPHAN2016-07-07 JOE STEPHAN2016-07-07
0022014-01-01JOE STEPHAN2015-06-26 JOE STEPHAN2015-06-26
0022013-01-01JOE STEPHAN2014-07-09 JOE STEPHAN2014-07-09
0022012-01-01JOE STEPHAN2013-07-02 JOE STEPHAN2013-07-02
0022011-01-01JOE STEPHAN2012-06-14 JOE STEPHAN2012-06-14
0022010-01-01JOE STEPHAN2011-07-20

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF LAKE AREA UNITED WAY, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF LAKE AREA UNITED WAY, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF LAKE AREA UNITED WAY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-03-0412
Total number of particpants at end of year2025-03-0412
Number of Participants With Account Balances2025-03-040

Financial Data on TAX DEFERRED ANNUITY PLAN OF LAKE AREA UNITED WAY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF LAKE AREA UNITED WAY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-04-307067
Total liabilities as of the end of the plan year2025-03-040
Total liabilities as of the beginning of the plan year2025-03-040
Total expenses incurred by plan in this plan year2025-03-04107499
Net assets as of the end of the plan year2025-03-040
Total assets as of the beginning of the plan year2025-03-04369271
Value of plan covered by a fidelity bond2025-03-04500000
Participant contributions to plan in this plan year2025-03-046533
Other expenses paid from plan in this plan year2025-03-0494
Other contributions to plan in this plan year2025-03-044792
Other income to plan in this plan year2025-03-0428593
Plan net income in this plan year2025-03-04-62204
Net assets as of the end of the plan year2025-03-040
Net assets as of the beginning of the plan year2025-03-04369271
Employer contributions to plan in this plan year2025-03-045377
Fees paid to broker by Benefit Provider2025-03-0428

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