| Plan Name | UNITED WAY OF STORY COUNTY, INC. 401(K) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNITED WAY OF STORY COUNTY, INC. |
| Employer identification number (EIN): | 420947489 |
| NAIC Classification: | 624100 |
| NAIC Description: | Individual and Family Services |
Additional information about UNITED WAY OF STORY COUNTY, INC.
| Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
| Incorporation Date: | 1953-09-11 |
| Company Identification Number: | 064201 |
| Legal Registered Office Address: |
315 CLARK AVE AMES United States of America (USA) 50010 |
More information about UNITED WAY OF STORY COUNTY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-07-01 | ASHLEY THOMPSON | 2024-10-09 | ||
| 001 | 2022-07-01 | JEAN KRESSE | 2023-09-26 | ||
| 001 | 2021-07-01 | JEAN KRESSE | 2022-10-17 | ||
| 001 | 2020-07-01 | JEAN KRESSE | 2022-01-17 | ||
| 001 | 2019-07-01 | JEAN KRESSE | 2020-10-13 | ||
| 001 | 2018-07-01 | JEAN KRESSE | 2019-10-11 | ||
| 001 | 2017-07-01 | JEAN KRESSE | 2018-10-30 | ||
| 001 | 2016-07-01 | JEAN KRESSE | 2017-10-10 | ||
| 001 | 2015-07-01 | JEAN KRESSE | 2016-10-13 | JEAN KRESSE | 2016-10-13 |
| 001 | 2014-07-01 | JEAN KRESSE | 2015-10-23 | JEAN KRESSE | 2015-10-23 |
| 001 | 2013-07-01 | JEAN KRESSE | 2014-10-22 | ||
| 001 | 2012-07-01 | JEAN KRESSE | 2013-08-21 | ||
| 001 | 2011-07-01 | JEAN KRESSE | 2013-01-10 | ||
| 001 | 2010-07-01 | JEAN KRESSE | 2012-02-09 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNITED WAY OF STORY COUNTY, INC. 401(K) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-11-06 | 41239 |
| Net assets as of the end of the plan year | 2025-11-06 | 225797 |
| Total assets as of the beginning of the plan year | 2025-11-06 | 216613 |
| Value of plan covered by a fidelity bond | 2025-11-06 | 38000 |
| Participant contributions to plan in this plan year | 2025-11-06 | 19594 |
| Other income to plan in this plan year | 2025-11-06 | 19972 |
| Plan net income in this plan year | 2025-11-06 | 9184 |
| Net assets as of the end of the plan year | 2025-11-06 | 225797 |
| Net assets as of the beginning of the plan year | 2025-11-06 | 216613 |
| Employer contributions to plan in this plan year | 2025-11-06 | 10857 |
| 2024 : UNITED WAY OF STORY COUNTY, INC. 401(K) PLAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-10-09 | 241461 |
| Net assets as of the end of the plan year | 2024-10-09 | 216613 |
| Total assets as of the beginning of the plan year | 2024-10-09 | 373312 |
| Value of plan covered by a fidelity bond | 2024-10-09 | 38000 |
| Participant contributions to plan in this plan year | 2024-10-09 | 24709 |
| Other income to plan in this plan year | 2024-10-09 | 42424 |
| Plan net income in this plan year | 2024-10-09 | -156699 |
| Net assets as of the end of the plan year | 2024-10-09 | 216613 |
| Net assets as of the beginning of the plan year | 2024-10-09 | 373312 |
| Employer contributions to plan in this plan year | 2024-10-09 | 17629 |