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403(B) THRIFT PLAN OF UNITED WAY OF GREATER NIAGARA 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF GREATER NIAGARA
Plan identification number 001

403(B) THRIFT PLAN OF UNITED WAY OF GREATER NIAGARA 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 GREATER NIAGARA has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER NIAGARA
Employer identification number (EIN):272320588
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF GREATER NIAGARA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARY KAYKIRSCH2024-10-08
0012022-01-01MARY KAYKIRSCH2023-09-27
0012021-01-01MARY KAYKIRSCH2022-06-14
0012020-01-01MARY KAYKIRSCH2021-07-06
0012019-01-01MARY KAYKIRSCH2020-07-28
0012018-01-01MARY KAYKIRSCH2019-07-11
0012017-01-01MARYKAY KIRSCH2018-05-04 MARYKAY KIRSCH2018-05-04
0012016-01-01MARYKAY KIRSCH2017-07-11 MARYKAY KIRSCH2017-07-11
0012015-01-01KRISTEN LAGAMBA2016-07-19 KRISTEN LAGAMBA2016-07-19
0012014-01-01KRISTEN LAGAMBA2015-07-16 KRISTEN LAGAMBA2015-07-16
0012013-01-01KRISTEN LAGAMBA2014-07-10 KRISTEN LAGAMBA2014-07-10
0012012-01-01KRISTEN LAGAMBA2013-06-18 KRISTEN LAGAMBA2013-06-18
0012011-01-01KRISTEN LAGAMBA2012-05-17 KRISTEN LAGAMBA2012-05-17
0012010-01-01KRISTEN LAGAMBA2011-06-17 KRISTEN LAGAMBA2011-06-17

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF GREATER NIAGARA

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER NIAGARA 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-100
Total liabilities as of the end of the plan year2025-07-100
Total liabilities as of the beginning of the plan year2025-07-100
Total expenses incurred by plan in this plan year2025-07-10228798
Net assets as of the end of the plan year2025-07-10429733
Total assets as of the beginning of the plan year2025-07-10530764
Value of plan covered by a fidelity bond2025-07-10500000
Participant contributions to plan in this plan year2025-07-1023337
Other expenses paid from plan in this plan year2025-07-100
Other contributions to plan in this plan year2025-07-100
Other income to plan in this plan year2025-07-1089003
Plan net income in this plan year2025-07-10-101031
Net assets as of the end of the plan year2025-07-10429733
Net assets as of the beginning of the plan year2025-07-10530764
Employer contributions to plan in this plan year2025-07-1015427
Fees paid to broker by Benefit Provider2025-07-1076
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1072
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER NIAGARA 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-0861
Net assets as of the end of the plan year2024-10-08530764
Total assets as of the beginning of the plan year2024-10-08421544
Value of plan covered by a fidelity bond2024-10-08500000
Participant contributions to plan in this plan year2024-10-0820678
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-080
Other income to plan in this plan year2024-10-0873134
Plan net income in this plan year2024-10-08109220
Net assets as of the end of the plan year2024-10-08530764
Net assets as of the beginning of the plan year2024-10-08421544
Employer contributions to plan in this plan year2024-10-0815469
Fees paid to broker by Benefit Provider2024-10-0812
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0861
2022 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER NIAGARA 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-140
Total liabilities as of the end of the plan year2022-06-140
Total liabilities as of the beginning of the plan year2022-06-140
Total expenses incurred by plan in this plan year2022-06-149771
Net assets as of the end of the plan year2022-06-14486401
Total assets as of the beginning of the plan year2022-06-14396053
Value of plan covered by a fidelity bond2022-06-14500000
Participant contributions to plan in this plan year2022-06-1414575
Other expenses paid from plan in this plan year2022-06-1436
Other contributions to plan in this plan year2022-06-140
Other income to plan in this plan year2022-06-1474030
Plan net income in this plan year2022-06-1490348
Net assets as of the end of the plan year2022-06-14486401
Net assets as of the beginning of the plan year2022-06-14396053
Employer contributions to plan in this plan year2022-06-1411514
Fees paid to broker by Benefit Provider2022-06-1424

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