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UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN 401k Plan overview

Plan NameUNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN
Plan identification number 501

UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

UNITED WAY OF SOUTHWEST MISSOURI, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF SOUTHWEST MISSOURI, INC.
Employer identification number (EIN):440556865
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 SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-03-01BRENDAN COSSETTE2024-09-25
5012023-01-01BRENDAN COSSETTE2023-09-28

Plan Statistics for UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN

401k plan membership statisitcs for UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN

Measure Date Value
2025: UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-291
Total number of particpants at end of year2025-09-291
2024: UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-252
Total number of particpants at end of year2024-09-251

Financial Data on UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN

Measure Date Value
2025 : UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-29500
Total liabilities as of the beginning of the plan year2025-09-29376
Total expenses incurred by plan in this plan year2025-09-298946
Net assets as of the end of the plan year2025-09-29694
Total assets as of the beginning of the plan year2025-09-29528
Value of plan covered by a fidelity bond2025-09-295000000
Participant contributions to plan in this plan year2025-09-292237
Other expenses paid from plan in this plan year2025-09-290
Other contributions to plan in this plan year2025-09-290
Other income to plan in this plan year2025-09-2939
Plan net income in this plan year2025-09-2942
Net assets as of the end of the plan year2025-09-29194
Net assets as of the beginning of the plan year2025-09-29152
Employer contributions to plan in this plan year2025-09-296712
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-29719
2024 : UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-25376
Total liabilities as of the beginning of the plan year2024-09-25189
Total expenses incurred by plan in this plan year2024-09-2513447
Net assets as of the end of the plan year2024-09-25528
Total assets as of the beginning of the plan year2024-09-25286
Value of plan covered by a fidelity bond2024-09-25500000
Participant contributions to plan in this plan year2024-09-253361
Other expenses paid from plan in this plan year2024-09-250
Other contributions to plan in this plan year2024-09-250
Other income to plan in this plan year2024-09-2558
Plan net income in this plan year2024-09-2555
Net assets as of the end of the plan year2024-09-25152
Net assets as of the beginning of the plan year2024-09-2597
Employer contributions to plan in this plan year2024-09-2510083
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-251320

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