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

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF WILL COUNTY
Plan identification number 003

403(B) THRIFT PLAN OF UNITED WAY OF WILL COUNTY 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

UNITED WAY OF WILL COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF WILL COUNTY
Employer identification number (EIN):362515625
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 WILL COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MIMI BOYD2024-10-09
0032022-01-01KRISTI HARRINGTON2023-05-22
0032021-01-01KRISTI HARRINGTON2022-04-20
0032020-01-01KRISTI HARRINGTON2021-07-08
0032019-01-01MICHAEL HENNESEY2020-07-29
0032018-01-01MICHAEL HENNESEY2019-06-18
0032017-01-01MICHAEL D. HENNESSY2018-05-18 MICHAEL D. HENNESSY2018-05-18
0032016-01-01MICHAEL HENNESSY2017-03-30 MICHAEL HENNESSY2017-03-30
0032015-01-01MICHAEL HENNESSY2016-05-02 MICHAEL HENNESSY2016-05-02
0032014-01-01MICHAEL HENNESSY2015-06-11 MICHAEL HENNESSY2015-06-11
0032013-01-01MICHAEL D. HENNESSY2014-05-20 MICHAEL D. HENNESSY2014-05-20
0032012-01-01MICHAEL D. HENNESSY2013-07-10 MICHAEL D. HENNESSY2013-07-10
0032011-01-01MICHAEL D. HENNESSY2012-07-18 MICHAEL D. HENNESSY2012-07-18
0032010-01-01MICHAEL D. HENNESSY2011-08-02

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF WILL COUNTY

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF WILL COUNTY

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF WILL COUNTY 2025 401k membership
Total number of particpants at beginning of year2025-09-1612
Total number of particpants at end of year2025-09-1611
Number of Participants With Account Balances2025-09-1611
2024: 403(B) THRIFT PLAN OF UNITED WAY OF WILL COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-10-098
Total number of particpants at end of year2024-10-0912
Number of Participants With Account Balances2024-10-098

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

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF WILL 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 year2025-09-168721
Net assets as of the end of the plan year2025-09-16300309
Total assets as of the beginning of the plan year2025-09-16242970
Participant contributions to plan in this plan year2025-09-162340
Other expenses paid from plan in this plan year2025-09-160
Other contributions to plan in this plan year2025-09-163
Other income to plan in this plan year2025-09-1636261
Plan net income in this plan year2025-09-1657339
Net assets as of the end of the plan year2025-09-16300309
Net assets as of the beginning of the plan year2025-09-16242970
Employer contributions to plan in this plan year2025-09-1627456
Fees paid to broker by Benefit Provider2025-09-1640
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-1694
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF WILL COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-09166726
Net assets as of the end of the plan year2024-10-09242970
Total assets as of the beginning of the plan year2024-10-09342530
Participant contributions to plan in this plan year2024-10-091924
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-0944540
Plan net income in this plan year2024-10-09-99560
Net assets as of the end of the plan year2024-10-09242970
Net assets as of the beginning of the plan year2024-10-09342530
Employer contributions to plan in this plan year2024-10-0920702
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0933

Potentially related plans

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