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UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan NameUNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN
Plan identification number 001

UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION 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 SAGINAW COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF SAGINAW COUNTY
Employer identification number (EIN):381358215
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TRACY ALDRICH2024-04-16
0012022-01-01TRACY ALDRICH2023-06-13
0012021-01-01TRACY ALDRICH2022-07-25
0012020-01-01TRACY ALDRICH2021-05-21
0012019-01-01TRACY ALDRICH2020-10-09
0012018-01-01TRACY ALDRICH2019-07-08
0012017-01-01LAWRENCE SIMS2018-06-26
0012016-01-01LAWRENCE SIMS2017-06-29
0012014-01-01CHERRIE BENCHLEY2015-07-13
0012013-01-01CHERRIE BENCHLEY2014-07-16
0012012-01-01CHERRIE BENCHLEY2013-09-16
0012011-01-01CHERRIE J. BENCHLEY2012-07-05
0012010-01-01CHERRIE BENCHLEY2011-07-01

Plan Statistics for UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2025: UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year2025-03-2020
Total number of particpants at end of year2025-03-2019
Number of Participants With Account Balances2025-03-2019
2024: UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year2024-04-1621
Total number of particpants at end of year2024-04-1620
Number of Participants With Account Balances2024-04-1619
2022: UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-2519
Total number of particpants at end of year2022-07-2535
Number of Participants With Account Balances2022-07-2517

Financial Data on UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2025 : UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-03-2019951
Net assets as of the end of the plan year2025-03-20845995
Total assets as of the beginning of the plan year2025-03-20687360
Value of plan covered by a fidelity bond2025-03-201000000
Participant contributions to plan in this plan year2025-03-2038375
Other contributions to plan in this plan year2025-03-2025793
Other income to plan in this plan year2025-03-2081667
Plan net income in this plan year2025-03-20158635
Net assets as of the end of the plan year2025-03-20845995
Net assets as of the beginning of the plan year2025-03-20687360
Employer contributions to plan in this plan year2025-03-2032751
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-204092
2024 : UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-1625057
Net assets as of the end of the plan year2024-04-16687360
Total assets as of the beginning of the plan year2024-04-16568226
Value of plan covered by a fidelity bond2024-04-161000000
Participant contributions to plan in this plan year2024-04-1628251
Other income to plan in this plan year2024-04-1690500
Plan net income in this plan year2024-04-16119134
Net assets as of the end of the plan year2024-04-16687360
Net assets as of the beginning of the plan year2024-04-16568226
Employer contributions to plan in this plan year2024-04-1625440
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-163688
2022 : UNITED WAY OF SAGINAW COUNTY DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2531836
Net assets as of the end of the plan year2022-07-25622553
Total assets as of the beginning of the plan year2022-07-25544187
Value of plan covered by a fidelity bond2022-07-251000000
Participant contributions to plan in this plan year2022-07-2512963
Other income to plan in this plan year2022-07-2572910
Plan net income in this plan year2022-07-2578366
Net assets as of the end of the plan year2022-07-25622553
Net assets as of the beginning of the plan year2022-07-25544187
Employer contributions to plan in this plan year2022-07-2524329
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-254934

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