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TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

CROSSROADS UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CROSSROADS UNITED WAY, INC.
Employer identification number (EIN):350953433
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01BILL PURCELL2024-10-01
0022022-01-01WILLIAM RIETH, II2023-07-18
0022021-01-01WILLIAM RIETH, II2022-05-18
0022020-01-01WILLIAM RIETH, II2021-06-02
0022019-01-01WILLIAM RIETH, II2020-01-24
0022018-01-01WILLIAM RIETH, II2019-04-15
0022017-01-01WILLIAM RIETH2018-06-26 WILLIAM RIETH2018-06-26
0022016-01-01WILLIAM N. RIETH II2017-05-24 WILLIAM N. RIETH II2017-05-24
0022014-01-01WILLIAM N. RIETH II2015-05-26 WILLIAM N. RIETH II2015-05-26
0022013-01-01WILLIAM N. RIETH II2014-05-19 WILLIAM N. RIETH II2014-05-19
0022012-01-01WILLIAM N. RIETH II2013-05-07 WILLIAM N. RIETH II2013-05-07
0022011-01-01WILLIAM N. RIETH II2012-05-08 WILLIAM N. RIETH II2012-05-08
0022010-01-01WILLIAM N. RIETH II2011-06-07 WILLIAM N. RIETH II2011-06-07

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-0814
Total number of particpants at end of year2025-10-0814
Number of Participants With Account Balances2025-10-089
2024: TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-0115
Total number of particpants at end of year2024-10-0114
Number of Participants With Account Balances2024-10-019
2022: TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-05-189
Total number of particpants at end of year2022-05-1813
Number of Participants With Account Balances2022-05-187

Financial Data on TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-080
Total liabilities as of the end of the plan year2025-10-080
Total liabilities as of the beginning of the plan year2025-10-080
Total expenses incurred by plan in this plan year2025-10-08156
Net assets as of the end of the plan year2025-10-08188257
Total assets as of the beginning of the plan year2025-10-08154702
Value of plan covered by a fidelity bond2025-10-08100000
Participant contributions to plan in this plan year2025-10-088512
Other expenses paid from plan in this plan year2025-10-080
Other contributions to plan in this plan year2025-10-080
Other income to plan in this plan year2025-10-0825199
Plan net income in this plan year2025-10-0833555
Net assets as of the end of the plan year2025-10-08188257
Net assets as of the beginning of the plan year2025-10-08154702
Employer contributions to plan in this plan year2025-10-080
Fees paid to broker by Benefit Provider2025-10-083
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0822
2024 : TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-010
Total liabilities as of the end of the plan year2024-10-010
Total liabilities as of the beginning of the plan year2024-10-010
Total expenses incurred by plan in this plan year2024-10-011068
Net assets as of the end of the plan year2024-10-01154702
Total assets as of the beginning of the plan year2024-10-01125219
Value of plan covered by a fidelity bond2024-10-01100000
Participant contributions to plan in this plan year2024-10-016505
Other expenses paid from plan in this plan year2024-10-010
Other contributions to plan in this plan year2024-10-010
Other income to plan in this plan year2024-10-0124046
Plan net income in this plan year2024-10-0129483
Net assets as of the end of the plan year2024-10-01154702
Net assets as of the beginning of the plan year2024-10-01125219
Employer contributions to plan in this plan year2024-10-010
Fees paid to broker by Benefit Provider2024-10-012
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-010
2022 : TAX DEFERRED ANNUITY PLAN OF CROSSROADS UNITED WAY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-05-180
Total liabilities as of the end of the plan year2022-05-180
Total liabilities as of the beginning of the plan year2022-05-180
Total expenses incurred by plan in this plan year2022-05-185544
Net assets as of the end of the plan year2022-05-18147105
Total assets as of the beginning of the plan year2022-05-18110108
Value of plan covered by a fidelity bond2022-05-18100000
Participant contributions to plan in this plan year2022-05-1820834
Value of participant loans at end of plan year2022-05-18508
Other expenses paid from plan in this plan year2022-05-1833
Other contributions to plan in this plan year2022-05-180
Other income to plan in this plan year2022-05-1821707
Plan net income in this plan year2022-05-1836997
Net assets as of the end of the plan year2022-05-18147105
Net assets as of the beginning of the plan year2022-05-18110108
Employer contributions to plan in this plan year2022-05-180
Fees paid to broker by Benefit Provider2022-05-1813

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