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UNITED WAY OF BARTHOLOMEW, INC. 401K RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF BARTHOLOMEW, INC. 401K RETIREMENT PLAN
Plan identification number 001

UNITED WAY OF BARTHOLOMEW, INC. 401K RETIREMENT PLAN 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 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 BARTHOLOMEW COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF BARTHOLOMEW COUNTY, INC.
Employer identification number (EIN):351132860
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 BARTHOLOMEW, INC. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK STEWART2024-05-09
0012022-01-01MARK STEWART2023-05-08
0012021-01-01MARK STEWART2022-03-28
0012020-01-01MARK STEWART2021-05-14
0012019-01-01MARK STEWART2020-03-02
0012018-01-01MARK STEWART2019-04-04
0012017-01-01MARK STEWART2018-07-13
0012016-01-01
0012015-01-01
0012014-01-01MARK STEWART2015-05-18
0012013-01-01MARK STEWART2014-06-10
0012012-01-01MARK STEWART2013-07-29
0012011-01-01MARK STEWART2012-08-21
0012010-01-01DOUG OTTO2011-06-02

Financial Data on UNITED WAY OF BARTHOLOMEW, INC. 401K RETIREMENT PLAN

Measure Date Value
2025 : UNITED WAY OF BARTHOLOMEW, INC. 401K RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2710051
Net assets as of the end of the plan year2025-05-27807339
Total assets as of the beginning of the plan year2025-05-27660597
Value of plan covered by a fidelity bond2025-05-27300000
Participant contributions to plan in this plan year2025-05-2723494
Other income to plan in this plan year2025-05-2782446
Plan net income in this plan year2025-05-27146742
Net assets as of the end of the plan year2025-05-27807339
Net assets as of the beginning of the plan year2025-05-27660597
Employer contributions to plan in this plan year2025-05-2750853
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2710051
2024 : UNITED WAY OF BARTHOLOMEW, INC. 401K RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-09218703
Net assets as of the end of the plan year2024-05-09660597
Total assets as of the beginning of the plan year2024-05-09714096
Value of plan covered by a fidelity bond2024-05-09300000
Participant contributions to plan in this plan year2024-05-0930425
Value of participant loans at end of plan year2024-05-090
Other income to plan in this plan year2024-05-0990183
Plan net income in this plan year2024-05-09-53499
Net assets as of the end of the plan year2024-05-09660597
Net assets as of the beginning of the plan year2024-05-09714096
Employer contributions to plan in this plan year2024-05-0944596
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-098592

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