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UNITED WAY LAWRENCE COUNTY MONEY PURCHASE 401k Plan overview

Plan NameUNITED WAY LAWRENCE COUNTY MONEY PURCHASE
Plan identification number 001

UNITED WAY LAWRENCE COUNTY MONEY PURCHASE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 LAWRENCE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF LAWRENCE COUNTY
Employer identification number (EIN):250987221
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 LAWRENCE COUNTY MONEY PURCHASE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GAYLE YOUNG2024-12-16 GAYLE YOUNG2024-12-16
0012022-01-01GAYLE YOUNG2023-12-06 GAYLE YOUNG2023-12-06
0012021-01-01GAYLE YOUNG2022-03-28 GAYLE YOUNG2022-03-28
0012020-01-01GAYLE YOUNG2022-03-18 GAYLE YOUNG2022-03-18
0012019-01-01GAYLE YOUNG2020-08-04 GAYLE YOUNG2020-08-04
0012018-01-01MIRA THOMPSON2019-07-31 MIRA THOMPSON2019-07-31
0012017-01-01GAYLE YOUNG2018-07-31 GAYLE YOUNG2018-07-31
0012016-01-01MIRA THOMPSON2017-07-20 MIRA THOMPSON2017-07-20
0012015-01-01LESLIE WATSON2016-04-29 LESLIE WATSON2016-04-29
0012014-01-01GAYLE YOUNG2015-03-31 GAYLE YOUNG2015-03-31
0012013-01-01GAYLE YOUNG2014-04-11 GAYLE YOUNG2014-04-11
0012012-01-01DARLENE UNRUE2013-07-01 DARLENE UNRUE2013-07-01
0012011-01-01DARLENE UNRUE2012-07-09 DARLENE UNRUE2012-07-09
0012010-01-01DARLENE UNRUE2011-06-30 DARLENE UNRUE2011-06-30
0012008-01-01

Financial Data on UNITED WAY LAWRENCE COUNTY MONEY PURCHASE

Measure Date Value
2025 : UNITED WAY LAWRENCE COUNTY MONEY PURCHASE 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-308164
Net assets as of the end of the plan year2025-09-30444752
Total assets as of the beginning of the plan year2025-09-30373152
Value of plan covered by a fidelity bond2025-09-301000000
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-300
Other income to plan in this plan year2025-09-3069854
Plan net income in this plan year2025-09-3071600
Net assets as of the end of the plan year2025-09-30444752
Net assets as of the beginning of the plan year2025-09-30373152
Value of funding deficiency2025-09-309910
Employer contributions to plan in this plan year2025-09-309910
Fees paid to broker by Benefit Provider2025-09-301017
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-303969
2024 : UNITED WAY LAWRENCE COUNTY MONEY PURCHASE 2024 401k financial data
Total transfers to/from plan in this plan year2024-12-160
Total liabilities as of the end of the plan year2024-12-160
Total liabilities as of the beginning of the plan year2024-12-160
Total expenses incurred by plan in this plan year2024-12-165971
Net assets as of the end of the plan year2024-12-16373152
Total assets as of the beginning of the plan year2024-12-16303237
Value of plan covered by a fidelity bond2024-12-161000000
Other expenses paid from plan in this plan year2024-12-160
Other contributions to plan in this plan year2024-12-160
Other income to plan in this plan year2024-12-1666057
Plan net income in this plan year2024-12-1669915
Net assets as of the end of the plan year2024-12-16373152
Net assets as of the beginning of the plan year2024-12-16303237
Value of funding deficiency2024-12-169828
Employer contributions to plan in this plan year2024-12-169829
Fees paid to broker by Benefit Provider2024-12-16738
Expensese paid to adminstrative service provicers from plan in this plan year2024-12-162604
2022 : UNITED WAY LAWRENCE COUNTY MONEY PURCHASE 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-280
Total liabilities as of the end of the plan year2022-03-280
Total liabilities as of the beginning of the plan year2022-03-280
Total expenses incurred by plan in this plan year2022-03-2827490
Net assets as of the end of the plan year2022-03-28369670
Total assets as of the beginning of the plan year2022-03-28325588
Value of plan covered by a fidelity bond2022-03-281000000
Participant contributions to plan in this plan year2022-03-280
Other expenses paid from plan in this plan year2022-03-280
Other contributions to plan in this plan year2022-03-280
Other income to plan in this plan year2022-03-2862357
Plan net income in this plan year2022-03-2844082
Net assets as of the end of the plan year2022-03-28369670
Net assets as of the beginning of the plan year2022-03-28325588
Value of funding deficiency2022-03-289215
Employer contributions to plan in this plan year2022-03-289215
Fees paid to broker by Benefit Provider2022-03-281051
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-282602

Form 5500 Responses for UNITED WAY LAWRENCE COUNTY MONEY PURCHASE

2008: UNITED WAY LAWRENCE COUNTY MONEY PURCHASE 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Potentially related plans

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