UNITED WAY OF DUBUQUE AREA TRI-STAT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan 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 year | 2025-05-30 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-30 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-30 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-30 | 215508 |
| Net assets as of the end of the plan year | 2025-05-30 | 459799 |
| Total assets as of the beginning of the plan year | 2025-05-30 | 463312 |
| Value of plan covered by a fidelity bond | 2025-05-30 | 75000 |
| Participant contributions to plan in this plan year | 2025-05-30 | 20328 |
| Other expenses paid from plan in this plan year | 2025-05-30 | 0 |
| Other contributions to plan in this plan year | 2025-05-30 | 128598 |
| Other income to plan in this plan year | 2025-05-30 | 43683 |
| Plan net income in this plan year | 2025-05-30 | -3513 |
| Net assets as of the end of the plan year | 2025-05-30 | 459799 |
| Net assets as of the beginning of the plan year | 2025-05-30 | 463312 |
| Employer contributions to plan in this plan year | 2025-05-30 | 19386 |
| Fees paid to broker by Benefit Provider | 2025-05-30 | 110 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-30 | 94 |
| 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 year | 2024-09-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-24 | 147656 |
| Net assets as of the end of the plan year | 2024-09-24 | 463312 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 548803 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 75000 |
| Participant contributions to plan in this plan year | 2024-09-24 | 7193 |
| Other expenses paid from plan in this plan year | 2024-09-24 | 0 |
| Other contributions to plan in this plan year | 2024-09-24 | 0 |
| Other income to plan in this plan year | 2024-09-24 | 50869 |
| Plan net income in this plan year | 2024-09-24 | -85491 |
| Net assets as of the end of the plan year | 2024-09-24 | 463312 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 548803 |
| Employer contributions to plan in this plan year | 2024-09-24 | 4103 |
| Fees paid to broker by Benefit Provider | 2024-09-24 | 181 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-24 | 69 |
| 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 year | 2022-03-22 | 0 |
| Total liabilities as of the end of the plan year | 2022-03-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-03-22 | 0 |
| Total expenses incurred by plan in this plan year | 2022-03-22 | 22545 |
| Net assets as of the end of the plan year | 2022-03-22 | 509074 |
| Total assets as of the beginning of the plan year | 2022-03-22 | 478980 |
| Value of plan covered by a fidelity bond | 2022-03-22 | 75000 |
| Participant contributions to plan in this plan year | 2022-03-22 | 12843 |
| Other expenses paid from plan in this plan year | 2022-03-22 | 89 |
| Other contributions to plan in this plan year | 2022-03-22 | 0 |
| Other income to plan in this plan year | 2022-03-22 | 29985 |
| Plan net income in this plan year | 2022-03-22 | 30094 |
| Net assets as of the end of the plan year | 2022-03-22 | 509074 |
| Net assets as of the beginning of the plan year | 2022-03-22 | 478980 |
| Employer contributions to plan in this plan year | 2022-03-22 | 9811 |
| Fees paid to broker by Benefit Provider | 2022-03-22 | 69 |