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

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

UNITED WAY OF DANE COUNTY DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 DANE COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF DANE COUNTY, INC.
Employer identification number (EIN):390817532
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICHOLAS C WOOD2024-06-10
0012022-01-01NICHOLAS C WOOD2023-09-01
0012021-01-01NICHOLAS C WOOD2022-09-19
0012020-01-01NICHOLAS C WOOD2021-10-01
0012019-01-01RICK C. SPIEL2020-10-09
0012018-01-01RICK C. SPIEL2019-10-14
0012017-01-01RICK C. SPIEL2018-09-04
0012016-01-01RICK C. SPIEL2017-10-09
0012015-01-01RICK C. SPIEL2016-07-27
0012014-01-01RICK C. SPIEL2015-09-17
0012013-01-01RICK C. SPIEL2014-06-18
0012012-01-01RICK C. SPIEL2013-07-26
0012011-01-01RICK C. SPIEL2012-07-19
0012010-01-01RICK C. SPIEL2011-07-20

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

Measure Date Value
2025 : UNITED WAY OF DANE COUNTY DEFINED CONTRIBUTION PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-150
Total liabilities as of the end of the plan year2025-08-150
Total liabilities as of the beginning of the plan year2025-08-150
Total expenses incurred by plan in this plan year2025-08-1560334
Net assets as of the end of the plan year2025-08-155493758
Total assets as of the beginning of the plan year2025-08-154562421
Value of plan covered by a fidelity bond2025-08-15500000
Participant contributions to plan in this plan year2025-08-150
Other expenses paid from plan in this plan year2025-08-150
Other contributions to plan in this plan year2025-08-150
Other income to plan in this plan year2025-08-15700913
Plan net income in this plan year2025-08-15931337
Net assets as of the end of the plan year2025-08-155493758
Net assets as of the beginning of the plan year2025-08-154562421
Employer contributions to plan in this plan year2025-08-15290758
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-1511463
2024 : UNITED WAY OF DANE COUNTY DEFINED CONTRIBUTION PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-100
Total liabilities as of the end of the plan year2024-06-100
Total liabilities as of the beginning of the plan year2024-06-100
Total expenses incurred by plan in this plan year2024-06-10769425
Net assets as of the end of the plan year2024-06-104562421
Total assets as of the beginning of the plan year2024-06-104418978
Value of plan covered by a fidelity bond2024-06-10500000
Participant contributions to plan in this plan year2024-06-100
Other expenses paid from plan in this plan year2024-06-100
Other contributions to plan in this plan year2024-06-100
Other income to plan in this plan year2024-06-10659971
Plan net income in this plan year2024-06-10143443
Net assets as of the end of the plan year2024-06-104562421
Net assets as of the beginning of the plan year2024-06-104418978
Employer contributions to plan in this plan year2024-06-10252897
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-1010426

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