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UNITED WAY OF THE GREATER DAYTON AREA 401K PLAN 401k Plan overview

Plan NameUNITED WAY OF THE GREATER DAYTON AREA 401K PLAN
Plan identification number 004

UNITED WAY OF THE GREATER DAYTON AREA 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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 THE GREATER DAYTON AREA has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE GREATER DAYTON AREA
Employer identification number (EIN):310536658
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 OF THE GREATER DAYTON AREA 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01
0042016-01-01
0042015-01-01
0042014-01-01J THOMAS MAULTSBY2015-04-23
0042013-01-01VICKI L HAHN2014-07-08
0042012-01-01VICKI L HAHN2013-07-16
0042011-01-01VICKI L HAHN2012-07-26
0042010-01-01VICKI L HAHN2011-07-28

Financial Data on UNITED WAY OF THE GREATER DAYTON AREA 401K PLAN

Measure Date Value
2025 : UNITED WAY OF THE GREATER DAYTON AREA 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-06326498
Net assets as of the end of the plan year2025-10-061771077
Total assets as of the beginning of the plan year2025-10-061778652
Value of plan covered by a fidelity bond2025-10-06250000
Participant contributions to plan in this plan year2025-10-0637669
Value of participant loans at end of plan year2025-10-0654953
Other contributions to plan in this plan year2025-10-0650000
Other income to plan in this plan year2025-10-06167258
Plan net income in this plan year2025-10-06-7575
Net assets as of the end of the plan year2025-10-061771077
Net assets as of the beginning of the plan year2025-10-061778652
Employer contributions to plan in this plan year2025-10-0663996
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0612384
2024 : UNITED WAY OF THE GREATER DAYTON AREA 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2495425
Net assets as of the end of the plan year2024-07-241778652
Total assets as of the beginning of the plan year2024-07-241539674
Value of plan covered by a fidelity bond2024-07-24250000
Participant contributions to plan in this plan year2024-07-2464476
Value of participant loans at end of plan year2024-07-2426255
Other contributions to plan in this plan year2024-07-24113
Other income to plan in this plan year2024-07-24201168
Plan net income in this plan year2024-07-24238978
Net assets as of the end of the plan year2024-07-241778652
Net assets as of the beginning of the plan year2024-07-241539674
Employer contributions to plan in this plan year2024-07-2468646
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2412460

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