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UNITED WAY OF FORSYTH COUNTY EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF FORSYTH COUNTY EMPLOYEE RETIREMENT PLAN
Plan identification number 004

UNITED WAY OF FORSYTH COUNTY EMPLOYEE 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.
  • 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 FORSYTH COUNTY INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF FORSYTH COUNTY INC
Employer identification number (EIN):237357234
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF FORSYTH COUNTY INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 812381

More information about UNITED WAY OF FORSYTH COUNTY INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF FORSYTH COUNTY EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01BILL STONE2024-09-09
0042022-01-01BILL STONE2023-05-22
0042021-01-01BILL STONE2022-05-25
0042020-01-01BILL STONE2021-08-17
0042019-01-01BARRY LEONARD2020-10-02 BARRY LEONARD2020-10-02
0042018-01-01BARRY LEONARD2019-07-17
0042017-01-01BARRY LEONARD2018-10-11 BARRY LEONARD2018-10-11
0042016-01-01MATT DYSON2017-10-13
0042015-01-01MATTHEW DYSON2016-10-17 MATTHEW DYSON2016-10-17
0042014-01-01MATTHEW O DYSON2015-08-10 MATTHEW O DYSON2015-08-10
0042013-01-01MATTHEW O. DYSON2014-07-02 MATTHEW O. DYSON2014-07-02
0042012-01-01MATTHEW DYSON2013-10-11
0042011-01-01JUDY KING2012-10-11
0042010-01-01WILLIAM KELLEY2011-08-18

Financial Data on UNITED WAY OF FORSYTH COUNTY EMPLOYEE RETIREMENT PLAN

Measure Date Value
2025 : UNITED WAY OF FORSYTH COUNTY EMPLOYEE RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-170
Total expenses incurred by plan in this plan year2025-06-17635867
Net assets as of the end of the plan year2025-06-172207898
Total assets as of the beginning of the plan year2025-06-172341975
Value of plan covered by a fidelity bond2025-06-17500000
Participant contributions to plan in this plan year2025-06-1772118
Value of participant loans at end of plan year2025-06-1725715
Other income to plan in this plan year2025-06-17293614
Plan net income in this plan year2025-06-17-134077
Net assets as of the end of the plan year2025-06-172207898
Net assets as of the beginning of the plan year2025-06-172341975
Employer contributions to plan in this plan year2025-06-17136058
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1711834
2024 : UNITED WAY OF FORSYTH COUNTY EMPLOYEE RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-09-090
Total expenses incurred by plan in this plan year2024-09-09307901
Net assets as of the end of the plan year2024-09-092341975
Total assets as of the beginning of the plan year2024-09-092104147
Value of plan covered by a fidelity bond2024-09-09500000
Participant contributions to plan in this plan year2024-09-0955846
Value of participant loans at end of plan year2024-09-093148
Other income to plan in this plan year2024-09-09361634
Plan net income in this plan year2024-09-09237828
Net assets as of the end of the plan year2024-09-092341975
Net assets as of the beginning of the plan year2024-09-092104147
Employer contributions to plan in this plan year2024-09-09128249
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0914187
2022 : UNITED WAY OF FORSYTH COUNTY EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year2022-05-250
Total expenses incurred by plan in this plan year2022-05-25662966
Net assets as of the end of the plan year2022-05-252515072
Total assets as of the beginning of the plan year2022-05-252619651
Value of plan covered by a fidelity bond2022-05-25500000
Participant contributions to plan in this plan year2022-05-2583284
Value of participant loans at end of plan year2022-05-2523670
Other income to plan in this plan year2022-05-25326274
Plan net income in this plan year2022-05-25-104579
Net assets as of the end of the plan year2022-05-252515072
Net assets as of the beginning of the plan year2022-05-252619651
Employer contributions to plan in this plan year2022-05-25148829
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-2512433

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