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403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY
Plan identification number 002

403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY 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.
  • 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.

401k Sponsoring company profile

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

Company Name:UNITED WAY OF RICHLAND COUNTY
Employer identification number (EIN):340714455
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF RICHLAND COUNTY

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1959-10-21
Company Identification Number: 284957
Legal Registered Office Address: 76 NORTH MULBERRY STREET
-
MANSFIELD
United States of America (USA)
44902

More information about UNITED WAY OF RICHLAND COUNTY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DANIEL VARN2024-07-11
0022022-01-01DANIEL VARN2023-08-15
0022021-01-01DANIEL VARN2022-11-01
0022020-01-01DANIEL VARN2021-07-21
0022019-01-01DANIEL VARN2020-07-23
0022018-01-01DANIEL VARN2019-07-11
0022017-01-01DANIEL J VARN2018-07-27 DANIEL J VARN2018-07-27
0022016-01-01MICHAEL RETTIG2017-07-20 MICHAEL RETTIG2017-07-20
0022015-01-01MICHAEL RETTIG2016-07-15 MICHAEL RETTIG2016-07-15
0022014-01-01MICHAEL RETTIG2015-06-23 MICHAEL RETTIG2015-06-23
0022013-01-01MICHAEL RETTIG2014-07-22
0022012-01-01MICHAEL RETTIG2013-08-27 MICHAEL RETTIG2013-08-27
0022011-01-01MICHAEL L RETTIG2012-08-22
0022010-01-01MICHAEL L RETTIG2011-07-28
0022009-01-01 MICHAEL RETTIG2010-07-13
0022009-01-01MICHAEL RETTIG
0022009-01-01MICHAEL RETTIG

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-2112024
Net assets as of the end of the plan year2025-07-21296070
Total assets as of the beginning of the plan year2025-07-21257284
Participant contributions to plan in this plan year2025-07-210
Value of participant loans at end of plan year2025-07-217574
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-2136344
Plan net income in this plan year2025-07-2138786
Net assets as of the end of the plan year2025-07-21296070
Net assets as of the beginning of the plan year2025-07-21257284
Employer contributions to plan in this plan year2025-07-2114466
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2124
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-110
Total liabilities as of the end of the plan year2024-07-110
Total liabilities as of the beginning of the plan year2024-07-110
Total expenses incurred by plan in this plan year2024-07-117978
Net assets as of the end of the plan year2024-07-11257284
Total assets as of the beginning of the plan year2024-07-11218576
Participant contributions to plan in this plan year2024-07-110
Other expenses paid from plan in this plan year2024-07-110
Other contributions to plan in this plan year2024-07-110
Other income to plan in this plan year2024-07-1134618
Plan net income in this plan year2024-07-1138708
Net assets as of the end of the plan year2024-07-11257284
Net assets as of the beginning of the plan year2024-07-11218576
Employer contributions to plan in this plan year2024-07-1112068
Fees paid to broker by Benefit Provider2024-07-119
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1124
2022 : 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY 2022 401k financial data
Total transfers to/from plan in this plan year2022-11-010
Total liabilities as of the end of the plan year2022-11-010
Total liabilities as of the beginning of the plan year2022-11-010
Total expenses incurred by plan in this plan year2022-11-016919
Net assets as of the end of the plan year2022-11-01248425
Total assets as of the beginning of the plan year2022-11-01205350
Participant contributions to plan in this plan year2022-11-010
Value of participant loans at end of plan year2022-11-0127
Other expenses paid from plan in this plan year2022-11-0150
Other contributions to plan in this plan year2022-11-010
Other income to plan in this plan year2022-11-0138987
Plan net income in this plan year2022-11-0143075
Net assets as of the end of the plan year2022-11-01248425
Net assets as of the beginning of the plan year2022-11-01205350
Employer contributions to plan in this plan year2022-11-0111007
Fees paid to broker by Benefit Provider2022-11-0126

Form 5500 Responses for 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY

2009: 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingYes
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Potentially related plans

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