UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN 401k Plan overview

UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN Benefits

401k Sponsoring company profile

Company Name:	UNITED WAY OF KENOSHA COUNTY, INC.
Employer identification number (EIN):	390806285
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	BETH GRIFFEN	2024-06-13	BETH GRIFFEN	2024-06-13
001	2022-01-01	BETH GRIFFEN	2023-07-18	BETH GRIFFEN	2023-07-18
001	2021-01-01	SHERRY WESTHOFF	2022-07-22	SHERRY WESTHOFF	2022-07-22
001	2020-01-01	SHERRY WESTHOFF	2021-07-22	SHERRY WESTHOFF	2021-07-22
001	2019-01-01	SHERRY WESTHOFF	2020-07-23	SHERRY WESTHOFF	2020-07-23
001	2018-01-01	SHERRY WESTHOFF	2019-07-23	SHERRY WESTHOFF	2019-07-23
001	2017-01-01	SHERRY WESTHOFF	2018-07-25	SHERRY WESTHOFF	2018-07-25
001	2016-01-01	SHERRY WESTHOFF	2017-07-31	SHERRY WESTHOFF	2017-07-31
001	2015-01-01	SHERRY WESTHOFF	2016-07-20	SHERRY WESTHOFF	2016-07-20
001	2014-01-01	SHERRY WESTHOFF	2015-06-15	SHERRY WESTHOFF	2015-06-15
001	2013-01-01	SHERRY WESTHOFF	2014-08-15
001	2012-01-01	SHERRY WESTHOFF	2013-06-13
001	2011-01-01	BRYAN ALBRECHT
001	2010-01-01	KATHERINE MARKS
001	2009-01-01	KATHERINE MARKS

Plan Statistics for UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN

Measure	Date	Value
2025: UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-26	13
Total number of particpants at end of year	2025-06-26	14
Number of Participants With Account Balances	2025-06-26	9
2024: UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-06-13	15
Total number of particpants at end of year	2024-06-13	13
Number of Participants With Account Balances	2024-06-13	10
2022: UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-07-22	13
Total number of particpants at end of year	2022-07-22	15
Number of Participants With Account Balances	2022-07-22	11
2011: UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Total of all active and inactive participants	2011-01-01	11
Total participants	2011-01-01	11
Number of participants with account balances	2011-01-01	11
2010: UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	10
Total of all active and inactive participants	2010-01-01	10
Total participants	2010-01-01	10
Number of participants with account balances	2010-01-01	10
2009: UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	12
Total of all active and inactive participants	2009-01-01	12
Total participants	2009-01-01	12
Number of participants with account balances	2009-01-01	12

Financial Data on UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN

Form 5500 Responses for UNITED WAY OF KENOSHA COUNTY TAX SHELTERED ANNUITY 403B PLAN

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• UNITED WAY OF MASSACHUSETTS BAY, INC. GROUP HEALTH PLAN [EIN = 042382233]
• UNITED WAY OF JACKSON COUNTY TAX DEFERRED ANNUITY [EIN = 381368341]
• UNITED WAY OF GRANT COUNTY GROUP HEALTH TRUST [EIN = 350995975]
• UNITED WAY OF SIOUXLAND 401K P/S [EIN = 263615790]
• UNITED WAY OF DAVIS COUNTY 401K PROFIT SHARING PLAN [EIN = 870305686]
• UNITED WAY OF METROPOLITAN DALLAS HEALTH AND WELFARE PLAN [EIN = 766005352]
• UNITED WAY OF METROPOLITAN CHICAGO DC PLAN [EIN = 300200478]
• UNITED WAY OF THE UPPER OHIO VALLEY, INC. CBWV BENEFIT PLAN [EIN = 550479446]
• UNITED WAY OF GREENWOOD & ABBEVILLE COUNTIES 403 (B) PLAN [EIN = 576005943]
• UNITED WAY OF WAYNE AND HOLMES COUNTY INC. SOCA BENEFIT PLAN [EIN = 340946973]
• UNITED WAY OF WARREN COUNTY SOCA BENEFIT PLAN [EIN = 237132362]
• UNITED WAY OF LAKE COUNTY SOCA BENEFIT PLAN [EIN = 341105038]
• UNITED WAY OF GREATER LORAIN COUNTY SOCA BENEFIT PLAN [EIN = 341011104]
• UNITED WAY OF SANDUSKY CTY SOCA BENEFIT PLAN [EIN = 344479790]
• UNITED WAY OF YTOWN SOCA BENEFIT PLAN [EIN = 340714598]
• UNITED WAY OF THE CHATTAHOOCHEE VALLEY GCF BENEFIT PLAN [EIN = 580572434]
• UNITED WAY OF NORTHEAST GEORGIA GCF BENEFIT PLAN [EIN = 586008133]
• UNITED WAY OF SOUTHWEST GEORGIA GCF BENEFIT PLAN [EIN = 580655156]
• UNITED WAY OF CENTRAL EASTERN CALIFORNIA 401(K) PROFIT SHARING PLAN [EIN = 952274560]
• UNITED WAY OF CENTRAL INDIANA, INC. RETIREMENT PLAN [EIN = 351007590]
• UNITED WAY OF MONTEREY COUNTY 403(B) PLAN [EIN = 941322169]
• UNITED WAY OF SLO 403(B) PLAN [EIN = 953459538]
• UNITED WAY OF CENTRAL MARYLAND, INC HEALTH AND WELFARE PLAN [EIN = 521256292]
• UNITED WAY OF THE WABASH VALLEY CBIN BENEFIT PLAN [EIN = 351008531]
• UNITED WAY OF ST. JOHNS COUNTY 401(K) PLAN [EIN = 596018986]
• UNITED WAY OF NORTHERN NEW JERSEY [EIN = 221487247]
• UNITED WAY OF KNOX COUNTY INC. 401(K) PLAN [EIN = 314411236]
• UNITED WAY OF N CENTRAL OH SOCA BENEFIT PLAN [EIN = 310641236]
• UNITED WAY OF KENNEBEC VALLEY PENSION PLAN [EIN = 016004404]
• UNITED WAY OF WEST FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 590651076]
• UNITED WAY OF KENNEBEC VALLEY PENSION PLAN [EIN = 016004404]
• UNITED WAY ALLIANCE OF THE MID-OHIO VALLEY CBWV BENEFIT PLAN [EIN = 550403123]
• UNITED WAY OF SOUTHWESTERN INDIANA MEDOVA LIFESTYLE HEALTH PLAN [EIN = 350868069]
• UNITED WAY OF THE COASTAL EMPIRE GCF BENEFIT PLAN [EIN = 580623603]
• UNITED WAY OF SOUTHERN KENTUCKY INC CBS BENEFIT PLAN [EIN = 610590564]
• UNITED WAY OF THE OZARKS MCF BENEFIT PLAN [EIN = 440552047]
• UNITED WAY OF NE MINNESOTA RETIREMENT PLAN [EIN = 410908454]
• UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN [EIN = 150532073]
• UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN [EIN = 440556865]
• UNITED WAY OF MIDLAND 401K PLAN [EIN = 750945926]
• UNITED WAY OF NORTHERN SHENANDOAH VALLEY, INC. 403(B) PLAN [EIN = 540525106]
• UNITED WAY OF THE GREATER LEHIGH VALLEY EMPLOYEE BENEFIT PLAN [EIN = 232657933]
• UNITED WAY OF VENANGO COUNTY, INC. 403(B) PLAN [EIN = 251219187]
• UNITED WAY OF CENTRAL & SOUTHERN UTAH RETIREMENT PLAN [EIN = 942851681]
• UNITED WAY OF COASTAL AND WESTERN CONNECTICUT 403(B) PLAN [EIN = 060646577]
• UNITED WAY OF MPM SOCA BENEFIT PLAN [EIN = 314379456]
• UNITED WAY OF KENTUCKY IN CBS BENEFIT PLAN [EIN = 311106795]

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