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TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF ERIE COUNTY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF ERIE COUNTY
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF ERIE COUNTY 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 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

THE UNITED WAY OF ERIE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:THE UNITED WAY OF ERIE COUNTY
Employer identification number (EIN):251053091
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 THE UNITED WAY OF ERIE COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHRISTINE YUHAS2024-06-13
0022022-01-01CHRISTINE YUHAS2023-09-28
0022021-01-01CHRISTINE YUHAS2022-05-31
0022020-01-01CHRISTINE YUHAS2021-05-25
0022019-01-01CHRISTINE YUHAS2020-06-09
0022018-01-01CHRISTINE YUHAS2019-09-04
0022017-01-01CHRISTINE YUHAS2018-06-25 CHRISTINE YUHAS2018-06-25
0022016-01-01CHRISTINE YUHAS2017-04-18 CHRISTINE YUHAS2017-04-18
0022015-01-01CHRISTINE YUHAS2016-09-28 CHRISTINE YUHAS2016-09-28
0022014-01-01CHRISTINE YUHAS2015-04-20 CHRISTINE YUHAS2015-04-20
0022013-01-01CHRISTINE YUHAS2014-07-03 CHRISTINE YUHAS2014-07-03
0022012-01-01CHRISTINE YUHAS2013-07-22 CHRISTINE YUHAS2013-07-22
0022011-01-01CHRISTINE YUHAS2012-07-10 CHRISTINE YUHAS2012-07-10
0022010-01-01CHRISTINE YUHAS2011-08-17

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF ERIE COUNTY

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF ERIE COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-260
Total liabilities as of the end of the plan year2025-06-260
Total liabilities as of the beginning of the plan year2025-06-260
Total expenses incurred by plan in this plan year2025-06-2674336
Net assets as of the end of the plan year2025-06-26977317
Total assets as of the beginning of the plan year2025-06-26755721
Value of plan covered by a fidelity bond2025-06-26230000
Participant contributions to plan in this plan year2025-06-26110950
Other expenses paid from plan in this plan year2025-06-260
Other contributions to plan in this plan year2025-06-2673328
Other income to plan in this plan year2025-06-26111654
Plan net income in this plan year2025-06-26221596
Net assets as of the end of the plan year2025-06-26977317
Net assets as of the beginning of the plan year2025-06-26755721
Employer contributions to plan in this plan year2025-06-260
Fees paid to broker by Benefit Provider2025-06-26109
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2612
2024 : TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF ERIE COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-130
Total liabilities as of the end of the plan year2024-06-130
Total liabilities as of the beginning of the plan year2024-06-130
Total expenses incurred by plan in this plan year2024-06-13110980
Net assets as of the end of the plan year2024-06-13755721
Total assets as of the beginning of the plan year2024-06-13653845
Value of plan covered by a fidelity bond2024-06-13230000
Participant contributions to plan in this plan year2024-06-1399235
Other expenses paid from plan in this plan year2024-06-130
Other contributions to plan in this plan year2024-06-131441
Other income to plan in this plan year2024-06-13112180
Plan net income in this plan year2024-06-13101876
Net assets as of the end of the plan year2024-06-13755721
Net assets as of the beginning of the plan year2024-06-13653845
Employer contributions to plan in this plan year2024-06-130
Fees paid to broker by Benefit Provider2024-06-13666
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-130
2022 : TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF ERIE COUNTY 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-310
Total liabilities as of the end of the plan year2022-05-310
Total liabilities as of the beginning of the plan year2022-05-310
Total expenses incurred by plan in this plan year2022-05-31313058
Net assets as of the end of the plan year2022-05-31733266
Total assets as of the beginning of the plan year2022-05-31841839
Value of plan covered by a fidelity bond2022-05-31230000
Participant contributions to plan in this plan year2022-05-3167749
Value of participant loans at end of plan year2022-05-3114
Other expenses paid from plan in this plan year2022-05-31141
Other contributions to plan in this plan year2022-05-317543
Other income to plan in this plan year2022-05-31129193
Plan net income in this plan year2022-05-31-108573
Net assets as of the end of the plan year2022-05-31733266
Net assets as of the beginning of the plan year2022-05-31841839
Employer contributions to plan in this plan year2022-05-310
Fees paid to broker by Benefit Provider2022-05-3174

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