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UNITED WAY QUAD CITIES 403(B) PLAN 401k Plan overview

Plan NameUNITED WAY QUAD CITIES 403(B) PLAN
Plan identification number 002

UNITED WAY QUAD CITIES 403(B) 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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.
  • 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 QUAD CITIES has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY QUAD CITIES
Employer identification number (EIN):362725960
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY QUAD CITIES

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1971-11-18
Company Identification Number: 064215
Legal Registered Office Address: 852 MIDDLE ROAD SUITE 401

BETTENDORF
United States of America (USA)
52722

More information about UNITED WAY QUAD CITIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY QUAD CITIES 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01RICK WIDDEL2014-08-19
0022012-07-01RICK WIDDEL2014-04-23
0022011-07-01RICK WIDDEL2012-08-27
0022010-07-01RICK WIDDEL2011-11-14

Plan Statistics for UNITED WAY QUAD CITIES 403(B) PLAN

401k plan membership statisitcs for UNITED WAY QUAD CITIES 403(B) PLAN

Measure Date Value
2025: UNITED WAY QUAD CITIES 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-1927
Total number of particpants at end of year2025-08-1933
Number of Participants With Account Balances2025-08-1933
2024: UNITED WAY QUAD CITIES 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-3026
Total number of particpants at end of year2024-08-3027
Number of Participants With Account Balances2024-08-3027
2022: UNITED WAY QUAD CITIES 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-11-1427
Total number of particpants at end of year2022-11-1430
Number of Participants With Account Balances2022-11-1429

Financial Data on UNITED WAY QUAD CITIES 403(B) PLAN

Measure Date Value
2025 : UNITED WAY QUAD CITIES 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-19729171
Net assets as of the end of the plan year2025-08-193026850
Total assets as of the beginning of the plan year2025-08-193093605
Value of plan covered by a fidelity bond2025-08-19350000
Participant contributions to plan in this plan year2025-08-19140905
Other contributions to plan in this plan year2025-08-1955795
Other income to plan in this plan year2025-08-19332093
Plan net income in this plan year2025-08-19-66755
Net assets as of the end of the plan year2025-08-193026850
Net assets as of the beginning of the plan year2025-08-193093605
Employer contributions to plan in this plan year2025-08-19133623
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1928335
2024 : UNITED WAY QUAD CITIES 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-3052824
Net assets as of the end of the plan year2024-08-303093605
Total assets as of the beginning of the plan year2024-08-302587871
Value of plan covered by a fidelity bond2024-08-30350000
Participant contributions to plan in this plan year2024-08-30106947
Other income to plan in this plan year2024-08-30326623
Plan net income in this plan year2024-08-30505734
Net assets as of the end of the plan year2024-08-303093605
Net assets as of the beginning of the plan year2024-08-302587871
Employer contributions to plan in this plan year2024-08-30124988
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-3024728
2022 : UNITED WAY QUAD CITIES 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-11-14211634
Net assets as of the end of the plan year2022-11-142307120
Total assets as of the beginning of the plan year2022-11-142655163
Value of plan covered by a fidelity bond2022-11-14350000
Participant contributions to plan in this plan year2022-11-1477826
Other contributions to plan in this plan year2022-11-141907
Other income to plan in this plan year2022-11-14-320781
Plan net income in this plan year2022-11-14-348043
Net assets as of the end of the plan year2022-11-142307120
Net assets as of the beginning of the plan year2022-11-142655163
Employer contributions to plan in this plan year2022-11-14104639
Expensese paid to adminstrative service provicers from plan in this plan year2022-11-1422408

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