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

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

403(B) THRIFT PLAN OF UNITED WAY OF GREATER LAPORTE COUNTY 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='350782893' AND PlanID='002'

401k Sponsoring company profile

UNITED WAY OF GREATER LAPORTE COUNT Y has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER LAPORTE COUNT Y
Employer identification number (EIN):350782893
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 LAPORTE COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KRISTIE PATE2024-10-14
0022022-01-01KRISTIE PATE2023-08-09
0022021-01-01KRISTIE PATE2022-07-28
0022020-01-01DAWN THOSTESEN2021-07-28
0022019-01-01MARLETTE BERNACCHI2020-05-27
0022018-01-01MARLETTE BERNACCHI2019-07-17
0022017-01-01MARLETTE BERNACCHI2018-05-10 MARLETTE BERNACCHI2018-05-10
0022016-01-01MARLETTE BERNACCHI2017-07-12 MARLETTE BERNACCHI2017-07-12
0022015-01-01MARLETTE BERNACCHI2016-05-26 MARLETTE BERNACCHI2016-05-26
0022014-01-01MARLETTE BERNACCHI2015-06-30 MARLETTE BERNACCHI2015-06-30
0022013-01-01MARLETTE BERNACCHI2014-06-06 MARLETTE BERNACCHI2014-06-06
0022012-01-01MARLETTE BERNACCHI2013-06-12 MARLETTE BERNACCHI2013-06-12
0022011-01-01MARLETTE BERNACCHI2012-06-27 MARLETTE BERNACCHI2012-06-27
0022010-01-01MARLETTE BERNACCHI2011-06-28 MARLETTE BERNACCHI2011-06-28

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

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER LAPORTE COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-160
Total liabilities as of the end of the plan year2025-09-160
Total liabilities as of the beginning of the plan year2025-09-160
Total expenses incurred by plan in this plan year2025-09-162
Net assets as of the end of the plan year2025-09-16198064
Total assets as of the beginning of the plan year2025-09-16146809
Value of plan covered by a fidelity bond2025-09-1640000
Participant contributions to plan in this plan year2025-09-168136
Other expenses paid from plan in this plan year2025-09-160
Other contributions to plan in this plan year2025-09-160
Other income to plan in this plan year2025-09-1631869
Plan net income in this plan year2025-09-1651255
Net assets as of the end of the plan year2025-09-16198064
Net assets as of the beginning of the plan year2025-09-16146809
Employer contributions to plan in this plan year2025-09-1611252
Fees paid to broker by Benefit Provider2025-09-1611
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-162
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF GREATER LAPORTE COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1415972
Net assets as of the end of the plan year2024-10-14146809
Total assets as of the beginning of the plan year2024-10-14133875
Value of plan covered by a fidelity bond2024-10-1440000
Participant contributions to plan in this plan year2024-10-1410026
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-145546
Plan net income in this plan year2024-10-1412934
Net assets as of the end of the plan year2024-10-14146809
Net assets as of the beginning of the plan year2024-10-14133875
Employer contributions to plan in this plan year2024-10-1413334
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1422

Potentially related plans

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