| Plan Name | 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | DANIEL VARN | 2024-07-11 | ||
| 002 | 2022-01-01 | DANIEL VARN | 2023-08-15 | ||
| 002 | 2021-01-01 | DANIEL VARN | 2022-11-01 | ||
| 002 | 2020-01-01 | DANIEL VARN | 2021-07-21 | ||
| 002 | 2019-01-01 | DANIEL VARN | 2020-07-23 | ||
| 002 | 2018-01-01 | DANIEL VARN | 2019-07-11 | ||
| 002 | 2017-01-01 | DANIEL J VARN | 2018-07-27 | DANIEL J VARN | 2018-07-27 |
| 002 | 2016-01-01 | MICHAEL RETTIG | 2017-07-20 | MICHAEL RETTIG | 2017-07-20 |
| 002 | 2015-01-01 | MICHAEL RETTIG | 2016-07-15 | MICHAEL RETTIG | 2016-07-15 |
| 002 | 2014-01-01 | MICHAEL RETTIG | 2015-06-23 | MICHAEL RETTIG | 2015-06-23 |
| 002 | 2013-01-01 | MICHAEL RETTIG | 2014-07-22 | ||
| 002 | 2012-01-01 | MICHAEL RETTIG | 2013-08-27 | MICHAEL RETTIG | 2013-08-27 |
| 002 | 2011-01-01 | MICHAEL L RETTIG | 2012-08-22 | ||
| 002 | 2010-01-01 | MICHAEL L RETTIG | 2011-07-28 | ||
| 002 | 2009-01-01 | MICHAEL RETTIG | 2010-07-13 | ||
| 002 | 2009-01-01 | MICHAEL RETTIG | |||
| 002 | 2009-01-01 | MICHAEL RETTIG |
| 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 year | 2025-07-21 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-21 | 12024 |
| Net assets as of the end of the plan year | 2025-07-21 | 296070 |
| Total assets as of the beginning of the plan year | 2025-07-21 | 257284 |
| Participant contributions to plan in this plan year | 2025-07-21 | 0 |
| Value of participant loans at end of plan year | 2025-07-21 | 7574 |
| Other expenses paid from plan in this plan year | 2025-07-21 | 0 |
| Other contributions to plan in this plan year | 2025-07-21 | 0 |
| Other income to plan in this plan year | 2025-07-21 | 36344 |
| Plan net income in this plan year | 2025-07-21 | 38786 |
| Net assets as of the end of the plan year | 2025-07-21 | 296070 |
| Net assets as of the beginning of the plan year | 2025-07-21 | 257284 |
| Employer contributions to plan in this plan year | 2025-07-21 | 14466 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-21 | 24 |
| 2024 : 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-11 | 7978 |
| Net assets as of the end of the plan year | 2024-07-11 | 257284 |
| Total assets as of the beginning of the plan year | 2024-07-11 | 218576 |
| Participant contributions to plan in this plan year | 2024-07-11 | 0 |
| Other expenses paid from plan in this plan year | 2024-07-11 | 0 |
| Other contributions to plan in this plan year | 2024-07-11 | 0 |
| Other income to plan in this plan year | 2024-07-11 | 34618 |
| Plan net income in this plan year | 2024-07-11 | 38708 |
| Net assets as of the end of the plan year | 2024-07-11 | 257284 |
| Net assets as of the beginning of the plan year | 2024-07-11 | 218576 |
| Employer contributions to plan in this plan year | 2024-07-11 | 12068 |
| Fees paid to broker by Benefit Provider | 2024-07-11 | 9 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-11 | 24 |
| 2022 : 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-11-01 | 0 |
| Total liabilities as of the end of the plan year | 2022-11-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-11-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-11-01 | 6919 |
| Net assets as of the end of the plan year | 2022-11-01 | 248425 |
| Total assets as of the beginning of the plan year | 2022-11-01 | 205350 |
| Participant contributions to plan in this plan year | 2022-11-01 | 0 |
| Value of participant loans at end of plan year | 2022-11-01 | 27 |
| Other expenses paid from plan in this plan year | 2022-11-01 | 50 |
| Other contributions to plan in this plan year | 2022-11-01 | 0 |
| Other income to plan in this plan year | 2022-11-01 | 38987 |
| Plan net income in this plan year | 2022-11-01 | 43075 |
| Net assets as of the end of the plan year | 2022-11-01 | 248425 |
| Net assets as of the beginning of the plan year | 2022-11-01 | 205350 |
| Employer contributions to plan in this plan year | 2022-11-01 | 11007 |
| Fees paid to broker by Benefit Provider | 2022-11-01 | 26 |
| 2009: 403(B) THRIFT PLAN OF UNITED WAY OF RICHLAND COUNTY 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | Yes |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |