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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC.
Plan identification number 004

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC. 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 CENTRAL ILLINOIS, INC . has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL ILLINOIS, INC .
Employer identification number (EIN):370716060
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01KALEE JOHNSTONE2024-07-08
0042022-01-01KALEE JOHNSTONE2023-06-06
0042021-01-01KARLA HART2022-04-11
0042020-01-01KARLA HART2021-06-03
0042019-01-01JOHN KELKER2020-07-31
0042018-01-01JOHN KELKER2019-07-31
0042017-01-01JOHN P. KELKER2018-08-09 JOHN P. KELKER2018-08-09
0042016-01-01JOHN KELKER2017-10-02 JOHN KELKER2017-10-02
0042015-01-01JOHN KELKER2016-08-22 JOHN KELKER2016-08-22
0042014-01-01JOHN P KELKER2015-09-10 JOHN P KELKER2015-09-10

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC. 2025 401k membership
Total number of particpants at beginning of year2025-05-2211
Total number of particpants at end of year2025-05-2211
Number of Participants With Account Balances2025-05-2211
2024: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-085
Total number of particpants at end of year2024-07-089
Number of Participants With Account Balances2024-07-089
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC. 2022 401k membership
Total number of particpants at beginning of year2022-04-119
Total number of particpants at end of year2022-04-1110
Number of Participants With Account Balances2022-04-1110

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-2211351
Net assets as of the end of the plan year2025-05-22302460
Total assets as of the beginning of the plan year2025-05-22239450
Value of plan covered by a fidelity bond2025-05-2224000
Participant contributions to plan in this plan year2025-05-227718
Other income to plan in this plan year2025-05-2221732
Plan net income in this plan year2025-05-2263010
Net assets as of the end of the plan year2025-05-22302460
Net assets as of the beginning of the plan year2025-05-22239450
Employer contributions to plan in this plan year2025-05-2244911
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-22235
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-0879561
Net assets as of the end of the plan year2024-07-08239450
Total assets as of the beginning of the plan year2024-07-08239736
Value of plan covered by a fidelity bond2024-07-0824000
Participant contributions to plan in this plan year2024-07-0812845
Other income to plan in this plan year2024-07-0827187
Plan net income in this plan year2024-07-08-286
Net assets as of the end of the plan year2024-07-08239450
Net assets as of the beginning of the plan year2024-07-08239736
Employer contributions to plan in this plan year2024-07-0839243
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-08173
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL ILLINOIS, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-110
Total liabilities as of the end of the plan year2022-04-110
Total liabilities as of the beginning of the plan year2022-04-110
Total expenses incurred by plan in this plan year2022-04-1162281
Net assets as of the end of the plan year2022-04-11834235
Total assets as of the beginning of the plan year2022-04-11732089
Value of plan covered by a fidelity bond2022-04-11110000
Participant contributions to plan in this plan year2022-04-1130019
Other expenses paid from plan in this plan year2022-04-1178
Other contributions to plan in this plan year2022-04-110
Other income to plan in this plan year2022-04-1197608
Plan net income in this plan year2022-04-11102146
Net assets as of the end of the plan year2022-04-11834235
Net assets as of the beginning of the plan year2022-04-11732089
Employer contributions to plan in this plan year2022-04-1136800
Fees paid to broker by Benefit Provider2022-04-1184

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