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UNITED WAY OF DECATUR AND MID ILLINOIS 403(B) PLAN 401k Plan overview

Plan NameUNITED WAY OF DECATUR AND MID ILLINOIS 403(B) PLAN
Plan identification number 002

UNITED WAY OF DECATUR AND MID ILLINOIS 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 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.
  • 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.
  • 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 DECATUR AND MID ILLINOIS has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF DECATUR AND MID ILLINOIS
Employer identification number (EIN):370673475
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 DECATUR AND MID ILLINOIS 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DEBRA D. BOGLE2024-07-29 DEBRA D. BOGLE2024-07-29
0022022-01-01DEBRA D. BOGLE2023-08-18 DEBRA D. BOGLE2023-08-18
0022021-01-01DEBRA D. BOGLE2022-10-16 DEBRA D. BOGLE2022-10-16
0022020-01-01ROBERT ARCHER2021-09-24 ROBERT ARCHER2021-09-24
0022019-01-01DEBRA BOGLE2020-07-20 DEBRA BOGLE2020-07-20
0022018-01-01DEBRA BOGLE2019-10-08 DEBRA BOGLE2019-10-08
0022017-01-01DEBRA BOGLE2018-09-28 DEBRA BOGLE2018-09-28
0022016-01-01DEBRA BOGLE2017-07-20 DEBRA BOGLE2017-07-20
0022015-01-01DEBRA BOGLE2016-09-08 DEBRA BOGLE2016-09-08
0022014-01-01DEBRA BOGLE2015-10-01 DEBRA BOGLE2015-10-01
0022013-01-01MACY BARNETT2014-10-08
0022012-01-01MACY BARNETT2013-07-11
0022011-01-01MACY BARNETT2012-08-20
0022010-01-01DENISE R. SMITH2011-10-05

Financial Data on UNITED WAY OF DECATUR AND MID ILLINOIS 403(B) PLAN

Measure Date Value
2025 : UNITED WAY OF DECATUR AND MID ILLINOIS 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1760242
Net assets as of the end of the plan year2025-07-17423419
Total assets as of the beginning of the plan year2025-07-17393558
Value of plan covered by a fidelity bond2025-07-171000000
Participant contributions to plan in this plan year2025-07-1730753
Other income to plan in this plan year2025-07-1741299
Plan net income in this plan year2025-07-1729861
Net assets as of the end of the plan year2025-07-17423419
Net assets as of the beginning of the plan year2025-07-17393558
Value of contributions failed to transmitted timely2025-07-1763
Employer contributions to plan in this plan year2025-07-1718051
Fees paid to broker by Benefit Provider2025-07-172798
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-17308
2024 : UNITED WAY OF DECATUR AND MID ILLINOIS 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-291928
Net assets as of the end of the plan year2024-07-29393558
Total assets as of the beginning of the plan year2024-07-29307536
Value of plan covered by a fidelity bond2024-07-291000000
Participant contributions to plan in this plan year2024-07-2928716
Other income to plan in this plan year2024-07-2945773
Plan net income in this plan year2024-07-2986022
Net assets as of the end of the plan year2024-07-29393558
Net assets as of the beginning of the plan year2024-07-29307536
Employer contributions to plan in this plan year2024-07-2913461
Fees paid to broker by Benefit Provider2024-07-292189
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-29309

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