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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MONROE COUNTY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MONROE COUNTY, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MONROE COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

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

Company Name:UNITED WAY OF MONROE COUNTY, INC.
Employer identification number (EIN):381437937
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MONROE COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01LISA BABB2024-06-24
0032022-01-01LISA BABB2023-10-04
0032021-01-01LISA HATALA2022-10-08
0032020-01-01LISA HATALA2021-06-04
0032019-01-01LISA HATALA2020-07-20
0032018-01-01LISA HATALA2019-09-30
0032017-01-01LISA HATALA2018-05-15 LISA HATALA2018-05-15
0032016-01-01LISA HATALA2017-06-14 LISA HATALA2017-06-14
0032015-01-01LISA HATALA2016-04-27 LISA HATALA2016-04-27
0032014-01-01LISA HATALA2015-05-12 LISA HATALA2015-05-12
0032013-01-01LISA HATALA2014-06-25
0032012-01-01LISA HATALA2013-05-29 LISA HATALA2013-05-29
0032011-01-01LISA HATALA2012-08-06 LISA HATALA2012-08-06
0032010-01-01LISA HATALA2011-07-19 LISA HATALA2011-07-19

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MONROE COUNTY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MONROE COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-180
Total liabilities as of the end of the plan year2025-06-180
Total liabilities as of the beginning of the plan year2025-06-180
Total expenses incurred by plan in this plan year2025-06-1818
Net assets as of the end of the plan year2025-06-1840394
Total assets as of the beginning of the plan year2025-06-1834079
Value of plan covered by a fidelity bond2025-06-1850000
Participant contributions to plan in this plan year2025-06-185000
Value of participant loans at end of plan year2025-06-183183
Other expenses paid from plan in this plan year2025-06-180
Other contributions to plan in this plan year2025-06-180
Other income to plan in this plan year2025-06-181333
Plan net income in this plan year2025-06-186315
Net assets as of the end of the plan year2025-06-1840394
Net assets as of the beginning of the plan year2025-06-1834079
Employer contributions to plan in this plan year2025-06-180
Fees paid to broker by Benefit Provider2025-06-1818
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1818
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MONROE COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-240
Total liabilities as of the end of the plan year2024-06-240
Total liabilities as of the beginning of the plan year2024-06-240
Total expenses incurred by plan in this plan year2024-06-24311318
Net assets as of the end of the plan year2024-06-2434079
Total assets as of the beginning of the plan year2024-06-24329271
Value of plan covered by a fidelity bond2024-06-2450000
Participant contributions to plan in this plan year2024-06-245050
Other expenses paid from plan in this plan year2024-06-2431
Other contributions to plan in this plan year2024-06-240
Other income to plan in this plan year2024-06-2411076
Plan net income in this plan year2024-06-24-295192
Net assets as of the end of the plan year2024-06-2434079
Net assets as of the beginning of the plan year2024-06-24329271
Employer contributions to plan in this plan year2024-06-240
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-240

Potentially related plans

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