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UNITED WAY OF HOWARD COUNTY PENSION PLAN 401k Plan overview

Plan NameUNITED WAY OF HOWARD COUNTY PENSION PLAN
Plan identification number 002

UNITED WAY OF HOWARD COUNTY PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 HOWARD COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF HOWARD COUNTY, INC.
Employer identification number (EIN):350877579
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 HOWARD COUNTY PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DANA NEER2024-04-15 DANA NEER2024-04-15
0022022-01-01REMOUND WRIGHT2023-07-20 REMOUND WRIGHT2023-07-20
0022021-01-01ABBIE SMITH2022-08-30 ABBIE SMITH2022-08-30
0022021-01-01ABBIE SMITH2022-08-30 ABBIE SMITH2022-08-30
0022020-01-01ABBIE SMITH2021-05-27 ABBIE SMITH2021-05-27
0022019-01-01ABBIE SMITH2020-09-08 ABBIE SMITH2020-09-08
0022018-01-01ABBIE SMITH2019-07-18 ABBIE SMITH2019-07-18
0022017-01-01ABBIE SMITH2018-09-13 ABBIE SMITH2018-09-13
0022016-01-01ABBIE SMITH2017-09-25 ABBIE SMITH2017-09-25
0022015-01-01ABBIE SMITH2016-10-04 ABBIE SMITH2016-10-04
0022014-01-01ABBIE SMITH2015-08-14 ABBIE SMITH2015-08-14
0022013-01-01ABBIE SMITH2015-03-13 ABBIE SMITH2015-03-13

Plan Statistics for UNITED WAY OF HOWARD COUNTY PENSION PLAN

401k plan membership statisitcs for UNITED WAY OF HOWARD COUNTY PENSION PLAN

Measure Date Value
2025: UNITED WAY OF HOWARD COUNTY PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1512
Total number of particpants at end of year2025-10-1514
Number of Participants With Account Balances2025-10-1513
2024: UNITED WAY OF HOWARD COUNTY PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-1514
Total number of particpants at end of year2024-04-1511
Number of Participants With Account Balances2024-04-1510

Financial Data on UNITED WAY OF HOWARD COUNTY PENSION PLAN

Measure Date Value
2025 : UNITED WAY OF HOWARD COUNTY PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1522431
Net assets as of the end of the plan year2025-10-1595149
Total assets as of the beginning of the plan year2025-10-15102521
Value of plan covered by a fidelity bond2025-10-1550000
Participant contributions to plan in this plan year2025-10-159191
Other income to plan in this plan year2025-10-155868
Plan net income in this plan year2025-10-15-7372
Net assets as of the end of the plan year2025-10-1595149
Net assets as of the beginning of the plan year2025-10-15102521
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-15404
2024 : UNITED WAY OF HOWARD COUNTY PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-1539601
Net assets as of the end of the plan year2024-04-15102521
Total assets as of the beginning of the plan year2024-04-15121657
Value of plan covered by a fidelity bond2024-04-1550000
Participant contributions to plan in this plan year2024-04-153995
Other income to plan in this plan year2024-04-1511907
Plan net income in this plan year2024-04-15-19136
Net assets as of the end of the plan year2024-04-15102521
Net assets as of the beginning of the plan year2024-04-15121657
Employer contributions to plan in this plan year2024-04-154563

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