Logo

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE OZARKS 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE OZARKS
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE OZARKS Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

UNITED WAY OF THE OZARKS has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE OZARKS
Employer identification number (EIN):440552047
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF THE OZARKS

Jurisdiction of Incorporation: Missouri Secretary of State
Incorporation Date:
Company Identification Number: B00007166

More information about UNITED WAY OF THE OZARKS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE OZARKS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01KIMBERLEY LIPPELMAN-NASH2024-07-31
0022022-01-01GLORIA ZAMOT2023-08-09
0022021-01-01KATE HENDERSON2022-07-22
0022020-01-01ADELE ALTON2021-07-15
0022019-01-01ADELE ALTON2020-07-30
0022018-01-01ADELE ALTON2019-07-31
0022017-01-01ADELE L. ALTON2018-07-27 ADELE L. ALTON2018-07-27
0022016-01-01SHERI L. LUPTON2017-10-16 SHERI L. LUPTON2017-10-16
0022015-01-01SHERI L. LUPTON2016-10-15 SHERI L. LUPTON2016-10-15
0022014-01-01SHERI L. LUPTON2015-10-13 SHERI L. LUPTON2015-10-13
0022013-01-01SHERI L. LUPTON2014-09-18 SHERI L. LUPTON2014-09-18
0022012-01-01SHERI LUPTON2013-07-26
0022011-01-01SHERI L. LUPTON2012-07-27
0022010-01-01SHERI LUPTON2011-07-28

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE OZARKS

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE OZARKS 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-2277652
Net assets as of the end of the plan year2025-07-22430084
Total assets as of the beginning of the plan year2025-07-22404465
Value of plan covered by a fidelity bond2025-07-22500000
Participant contributions to plan in this plan year2025-07-2211298
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-2232648
Other income to plan in this plan year2025-07-2259325
Plan net income in this plan year2025-07-2225619
Net assets as of the end of the plan year2025-07-22430084
Net assets as of the beginning of the plan year2025-07-22404465
Employer contributions to plan in this plan year2025-07-220
Fees paid to broker by Benefit Provider2025-07-2216
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2288
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE OZARKS 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-316633
Net assets as of the end of the plan year2024-07-31404465
Total assets as of the beginning of the plan year2024-07-31336752
Value of plan covered by a fidelity bond2024-07-31500000
Participant contributions to plan in this plan year2024-07-3115983
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-3158363
Plan net income in this plan year2024-07-3167713
Net assets as of the end of the plan year2024-07-31404465
Net assets as of the beginning of the plan year2024-07-31336752
Employer contributions to plan in this plan year2024-07-310
Fees paid to broker by Benefit Provider2024-07-3121
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3124

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