UNITED WAY OF LAWRENCE COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-09-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-30 | 8164 |
| Net assets as of the end of the plan year | 2025-09-30 | 444752 |
| Total assets as of the beginning of the plan year | 2025-09-30 | 373152 |
| Value of plan covered by a fidelity bond | 2025-09-30 | 1000000 |
| Other expenses paid from plan in this plan year | 2025-09-30 | 0 |
| Other contributions to plan in this plan year | 2025-09-30 | 0 |
| Other income to plan in this plan year | 2025-09-30 | 69854 |
| Plan net income in this plan year | 2025-09-30 | 71600 |
| Net assets as of the end of the plan year | 2025-09-30 | 444752 |
| Net assets as of the beginning of the plan year | 2025-09-30 | 373152 |
| Value of funding deficiency | 2025-09-30 | 9910 |
| Employer contributions to plan in this plan year | 2025-09-30 | 9910 |
| Fees paid to broker by Benefit Provider | 2025-09-30 | 1017 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-30 | 3969 |
| 2024 : UNITED WAY LAWRENCE COUNTY MONEY PURCHASE 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-12-16 | 0 |
| Total liabilities as of the end of the plan year | 2024-12-16 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-12-16 | 0 |
| Total expenses incurred by plan in this plan year | 2024-12-16 | 5971 |
| Net assets as of the end of the plan year | 2024-12-16 | 373152 |
| Total assets as of the beginning of the plan year | 2024-12-16 | 303237 |
| Value of plan covered by a fidelity bond | 2024-12-16 | 1000000 |
| Other expenses paid from plan in this plan year | 2024-12-16 | 0 |
| Other contributions to plan in this plan year | 2024-12-16 | 0 |
| Other income to plan in this plan year | 2024-12-16 | 66057 |
| Plan net income in this plan year | 2024-12-16 | 69915 |
| Net assets as of the end of the plan year | 2024-12-16 | 373152 |
| Net assets as of the beginning of the plan year | 2024-12-16 | 303237 |
| Value of funding deficiency | 2024-12-16 | 9828 |
| Employer contributions to plan in this plan year | 2024-12-16 | 9829 |
| Fees paid to broker by Benefit Provider | 2024-12-16 | 738 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-12-16 | 2604 |
| 2022 : UNITED WAY LAWRENCE COUNTY MONEY PURCHASE 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-03-28 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-28 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-28 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-28 | 27490 |
| Net assets as of the end of the plan year | 2022-03-28 | 369670 |
| Total assets as of the beginning of the plan year | 2022-03-28 | 325588 |
| Value of plan covered by a fidelity bond | 2022-03-28 | 1000000 |
| Participant contributions to plan in this plan year | 2022-03-28 | 0 |
| Other expenses paid from plan in this plan year | 2022-03-28 | 0 |
| Other contributions to plan in this plan year | 2022-03-28 | 0 |
| Other income to plan in this plan year | 2022-03-28 | 62357 |
| Plan net income in this plan year | 2022-03-28 | 44082 |
| Net assets as of the end of the plan year | 2022-03-28 | 369670 |
| Net assets as of the beginning of the plan year | 2022-03-28 | 325588 |
| Value of funding deficiency | 2022-03-28 | 9215 |
| Employer contributions to plan in this plan year | 2022-03-28 | 9215 |
| Fees paid to broker by Benefit Provider | 2022-03-28 | 1051 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-03-28 | 2602 |