Logo

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES 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 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 DUBUQUE AREA TRI-STAT has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF DUBUQUE AREA TRI-STAT
Employer identification number (EIN):420761060
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LOGAN MARSHALL2024-09-24
0022021-01-01AMI JOHNSON2022-03-22
0022020-01-01AMI JOHNSON2021-10-14
0022019-01-01JUDY WOLF2020-08-20
0022018-01-01DONNA ROEDER2019-07-24
0022017-01-01DONNA ROEDER2018-05-07 DONNA ROEDER2018-05-07
0022017-01-01DONNA ROEDER2018-05-07 DONNA ROEDER2018-05-07
0022016-01-01DONNA ROEDER2017-04-13 DONNA ROEDER2017-04-13
0022015-01-01DONNA ROEDER2016-07-25 DONNA ROEDER2016-07-25
0022014-01-01JOEY TAYLOR2015-06-02 JOEY TAYLOR2015-06-02
0022013-01-01KATHY TEBBE2014-07-18 KATHY TEBBE2014-07-18
0022012-01-01RON SPILLANE2013-05-17 RON SPILLANE2013-05-17
0022011-01-01RONALD A SPILLANE2012-07-26 RONALD A SPILLANE2012-07-26
0022010-01-01RONALD A SPILLANE2011-07-29 RONALD A SPILLANE2011-07-29

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-300
Total liabilities as of the end of the plan year2025-05-300
Total liabilities as of the beginning of the plan year2025-05-300
Total expenses incurred by plan in this plan year2025-05-30215508
Net assets as of the end of the plan year2025-05-30459799
Total assets as of the beginning of the plan year2025-05-30463312
Value of plan covered by a fidelity bond2025-05-3075000
Participant contributions to plan in this plan year2025-05-3020328
Other expenses paid from plan in this plan year2025-05-300
Other contributions to plan in this plan year2025-05-30128598
Other income to plan in this plan year2025-05-3043683
Plan net income in this plan year2025-05-30-3513
Net assets as of the end of the plan year2025-05-30459799
Net assets as of the beginning of the plan year2025-05-30463312
Employer contributions to plan in this plan year2025-05-3019386
Fees paid to broker by Benefit Provider2025-05-30110
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-3094
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-240
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-240
Total expenses incurred by plan in this plan year2024-09-24147656
Net assets as of the end of the plan year2024-09-24463312
Total assets as of the beginning of the plan year2024-09-24548803
Value of plan covered by a fidelity bond2024-09-2475000
Participant contributions to plan in this plan year2024-09-247193
Other expenses paid from plan in this plan year2024-09-240
Other contributions to plan in this plan year2024-09-240
Other income to plan in this plan year2024-09-2450869
Plan net income in this plan year2024-09-24-85491
Net assets as of the end of the plan year2024-09-24463312
Net assets as of the beginning of the plan year2024-09-24548803
Employer contributions to plan in this plan year2024-09-244103
Fees paid to broker by Benefit Provider2024-09-24181
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2469
2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF DUBUQUE AREA TRI-STATES 2022 401k financial data
Total transfers to/from plan in this plan year2022-03-220
Total liabilities as of the end of the plan year2022-03-220
Total liabilities as of the beginning of the plan year2022-03-220
Total expenses incurred by plan in this plan year2022-03-2222545
Net assets as of the end of the plan year2022-03-22509074
Total assets as of the beginning of the plan year2022-03-22478980
Value of plan covered by a fidelity bond2022-03-2275000
Participant contributions to plan in this plan year2022-03-2212843
Other expenses paid from plan in this plan year2022-03-2289
Other contributions to plan in this plan year2022-03-220
Other income to plan in this plan year2022-03-2229985
Plan net income in this plan year2022-03-2230094
Net assets as of the end of the plan year2022-03-22509074
Net assets as of the beginning of the plan year2022-03-22478980
Employer contributions to plan in this plan year2022-03-229811
Fees paid to broker by Benefit Provider2022-03-2269

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1