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403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU
Plan identification number 002

403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='310549095' AND PlanID='002'

401k Sponsoring company profile

THE UNITED WAY OF CLARK, CHAMPAIGN AND MADISON COUNTIES, OHIO, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE UNITED WAY OF CLARK, CHAMPAIGN AND MADISON COUNTIES, OHIO, INC.
Employer identification number (EIN):310549095
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 THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KERRY PEDRAZA2024-07-30
0022022-01-01KERRY PEDRAZA2023-07-31
0022021-01-01KERRY PEDRAZA2022-07-29
0022020-01-01KERRY PEDRAZA2021-07-30
0022019-01-01KERRY PEDRAZA2020-07-24
0022018-01-01KERRY PEDRAZA2019-10-14
0022018-01-01KERRY PEDRAZA2021-07-30
0022017-01-01LAURIE SPORS2018-07-26 LAURIE SPORS2018-07-26
0022016-01-01LAURIE SPORS2017-07-18 KERRY PEDRAZA2017-07-18
0022015-01-01LAURIE SPORS2016-07-07 KERRY PEDRAZA2016-07-07
0022014-01-01LAURIE SPORS2015-07-24 KERRY PEDRAZA2015-07-24
0022013-01-01LAURIE SPORS2014-07-28 KERRY PEDRAZA2014-07-28
0022012-01-01LAURIE SPORS2013-07-31 ROBERT D. LINEBERGER2013-07-31
0022011-01-01LAURIE SPORS2012-10-12 ROBERT LINEBERGER2012-10-12
0022010-01-01LAURIE SPORS2011-10-12 ROBERT LINEBERGER2011-10-12

Financial Data on 403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-316
Net assets as of the end of the plan year2025-07-31144427
Total assets as of the beginning of the plan year2025-07-31111343
Value of plan covered by a fidelity bond2025-07-3183000
Participant contributions to plan in this plan year2025-07-314400
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3121454
Plan net income in this plan year2025-07-3133084
Net assets as of the end of the plan year2025-07-31144427
Net assets as of the beginning of the plan year2025-07-31111343
Employer contributions to plan in this plan year2025-07-317236
Fees paid to broker by Benefit Provider2025-07-3129
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-316
2024 : 403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-300
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-30522
Net assets as of the end of the plan year2024-07-30111343
Total assets as of the beginning of the plan year2024-07-3083825
Value of plan covered by a fidelity bond2024-07-3083000
Participant contributions to plan in this plan year2024-07-304600
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-3018441
Plan net income in this plan year2024-07-3027518
Net assets as of the end of the plan year2024-07-30111343
Net assets as of the beginning of the plan year2024-07-3083825
Employer contributions to plan in this plan year2024-07-304999
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-300

Potentially related plans

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