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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY
Plan identification number 004

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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 EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-07-01CHRISTINE YUHAS2024-03-22
0042021-07-01CHRISTINE YUHAS2023-04-14
0042021-07-01CHRISTINE YUHAS2024-03-22
0042020-07-01CHRISTINE YUHAS2021-09-24
0042019-07-01CHRISTINE YUHAS2020-08-18
0042017-07-01CHRISTINE YUHAS2018-10-25
0042016-07-01CHRISTINE YUHAS2017-10-10 CHRISTINE YUHAS2017-10-10
0042015-07-01CHRISTINE YUHAS2016-10-10 CHRISTINE YUHAS2016-10-10
0042014-07-01CHRISTINE YUHAS2016-01-15 CHRISTINE YUHAS2016-01-15
0042013-07-01CHRISTINE YUHAS2015-01-30 CHRISTINE YUHAS2015-01-30
0042012-07-01CHRISTINE YUHAS2014-01-29 CHRISTINE YUHAS2014-01-29
0042011-07-01CHRISTINE YUHAS2013-01-09 CHRISTINE YUHAS2013-01-09
0042010-07-01CHRISTINE YUHAS2012-01-24

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY 2025 401k membership
Total number of particpants at beginning of year2025-01-2640
Total number of particpants at end of year2025-01-2639
Number of Participants With Account Balances2025-01-2639
2024: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-03-2222
Total number of particpants at end of year2024-03-2233
Number of Participants With Account Balances2024-03-2232

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-260
Total liabilities as of the end of the plan year2025-01-260
Total liabilities as of the beginning of the plan year2025-01-260
Total expenses incurred by plan in this plan year2025-01-266973
Net assets as of the end of the plan year2025-01-261617760
Total assets as of the beginning of the plan year2025-01-261294497
Value of plan covered by a fidelity bond2025-01-26285000
Participant contributions to plan in this plan year2025-01-260
Other expenses paid from plan in this plan year2025-01-260
Other contributions to plan in this plan year2025-01-260
Other income to plan in this plan year2025-01-26203319
Plan net income in this plan year2025-01-26323263
Net assets as of the end of the plan year2025-01-261617760
Net assets as of the beginning of the plan year2025-01-261294497
Employer contributions to plan in this plan year2025-01-26126917
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-26140
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ERIE COUNTY UNITED WAY OF ERIE COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-03-220
Total liabilities as of the end of the plan year2024-03-220
Total liabilities as of the beginning of the plan year2024-03-220
Total expenses incurred by plan in this plan year2024-03-22779195
Net assets as of the end of the plan year2024-03-221034639
Total assets as of the beginning of the plan year2024-03-221901581
Value of plan covered by a fidelity bond2024-03-22285000
Participant contributions to plan in this plan year2024-03-220
Other expenses paid from plan in this plan year2024-03-2228
Other contributions to plan in this plan year2024-03-220
Other income to plan in this plan year2024-03-22-179319
Plan net income in this plan year2024-03-22-866942
Net assets as of the end of the plan year2024-03-221034639
Net assets as of the beginning of the plan year2024-03-221901581
Employer contributions to plan in this plan year2024-03-2291572
Fees paid to broker by Benefit Provider2024-03-2228

Potentially related plans

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