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UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameUAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN
Plan identification number 001

UAW LOCAL 3000 SAVINGS AND RETIREMENT 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.
  • 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

UAW LOCAL 3000 has sponsored the creation of one or more 401k plans.

Company Name:UAW LOCAL 3000
Employer identification number (EIN):382754156
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CONNIE ROSSI-BURKEY2024-06-12
0012022-01-01CONNIE ROSSI-BURKEY2023-06-07
0012021-01-01CONNIE ROSSI-BURKEY2022-06-08
0012020-01-01CONNIE ROSSI-BURKEY2021-10-06
0012019-01-01CONNIE ROSSI-BURKEY2020-08-12
0012018-01-01ED SCHROEDER2019-10-02
0012017-01-01ED SCHROEDER2018-10-02
0012016-01-01ED SCHROEDER2017-07-31
0012015-01-01EDWIN SCHROEDER2016-06-23
0012013-01-01EDWIN SCHROEDER2014-08-29
0012012-01-01EDWIN SCHROEDER2013-09-26
0012011-01-01EDWIN SCHROEDER2012-07-11
0012010-01-01EDWIN SCHROEDER2011-07-15

Plan Statistics for UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN

Measure Date Value
2025: UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-246
Total number of particpants at end of year2025-06-246
Number of Participants With Account Balances2025-06-244
2024: UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-126
Total number of particpants at end of year2024-06-126
Number of Participants With Account Balances2024-06-124
2022: UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-06-084
Total number of particpants at end of year2022-06-084
Number of Participants With Account Balances2022-06-084

Financial Data on UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN

Measure Date Value
2025 : UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-240
Total liabilities as of the end of the plan year2025-06-240
Total liabilities as of the beginning of the plan year2025-06-240
Total expenses incurred by plan in this plan year2025-06-241046
Net assets as of the end of the plan year2025-06-24100407
Total assets as of the beginning of the plan year2025-06-2463668
Value of plan covered by a fidelity bond2025-06-24460000
Participant contributions to plan in this plan year2025-06-2425225
Other expenses paid from plan in this plan year2025-06-240
Other contributions to plan in this plan year2025-06-240
Other income to plan in this plan year2025-06-249560
Plan net income in this plan year2025-06-2436739
Net assets as of the end of the plan year2025-06-24100407
Net assets as of the beginning of the plan year2025-06-2463668
Employer contributions to plan in this plan year2025-06-243000
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-241046
2024 : UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-120
Total liabilities as of the end of the plan year2024-06-120
Total liabilities as of the beginning of the plan year2024-06-120
Total expenses incurred by plan in this plan year2024-06-12103348
Net assets as of the end of the plan year2024-06-1263668
Total assets as of the beginning of the plan year2024-06-12130534
Value of plan covered by a fidelity bond2024-06-12500000
Participant contributions to plan in this plan year2024-06-1223450
Other expenses paid from plan in this plan year2024-06-120
Other contributions to plan in this plan year2024-06-120
Other income to plan in this plan year2024-06-1210282
Plan net income in this plan year2024-06-12-66866
Net assets as of the end of the plan year2024-06-1263668
Net assets as of the beginning of the plan year2024-06-12130534
Employer contributions to plan in this plan year2024-06-122750
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-12950
2022 : UAW LOCAL 3000 SAVINGS AND RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-080
Total liabilities as of the end of the plan year2022-06-080
Total liabilities as of the beginning of the plan year2022-06-080
Total expenses incurred by plan in this plan year2022-06-08542
Net assets as of the end of the plan year2022-06-08138810
Total assets as of the beginning of the plan year2022-06-08102064
Value of plan covered by a fidelity bond2022-06-08258000
Participant contributions to plan in this plan year2022-06-0813925
Value of participant loans at end of plan year2022-06-082773
Other expenses paid from plan in this plan year2022-06-080
Other contributions to plan in this plan year2022-06-080
Other income to plan in this plan year2022-06-0818113
Plan net income in this plan year2022-06-0836746
Net assets as of the end of the plan year2022-06-08138810
Net assets as of the beginning of the plan year2022-06-08102064
Employer contributions to plan in this plan year2022-06-085250
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-08542

Potentially related plans

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