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403(B) THRIFT PLAN OF SIOUX EMPIRE UNITED WAY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF SIOUX EMPIRE UNITED WAY, INC.
Plan identification number 004

403(B) THRIFT PLAN OF SIOUX EMPIRE UNITED WAY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

SIOUX EMPIRE UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SIOUX EMPIRE UNITED WAY, INC.
Employer identification number (EIN):460233701
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF SIOUX EMPIRE UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01HEATHER VIERGUTZMCDONA2024-06-04
0042022-01-01HEATHER VIERGUTZMCDONA2023-07-19
0042021-01-01HEATHER VIERGUTZMCDONA2022-04-27
0042020-01-01HEATHER VIERGUTZMCDONA2021-03-16
0042019-01-01HEATHER VIERGUTZMCDONA2020-03-19
0042018-01-01HEATHER VIERGUTZMCDONA2019-03-28
0042017-01-01HEATHER VIERGUTZ-MCDONALD2018-05-01 HEATHER VIERGUTZ-MCDONALD2018-05-01
0042016-01-01COLEEN THOMPSON2017-04-04 COLEEN THOMPSON2017-04-04
0042015-01-01COLEEN THOMPSON2016-04-26 COLEEN THOMPSON2016-04-26
0042013-01-01COLEEN THOMPSON2014-07-07 COLEEN THOMPSON2014-07-07
0042012-01-01COLEEN THOMPSON2013-05-31 COLEEN THOMPSON2013-05-31
0042011-01-01JAY POWELL2012-06-04 JAY POWELL2012-06-04
0042010-01-01COLEEN THOMPSON2011-07-12 COLEEN THOMPSON2011-07-12

Plan Statistics for 403(B) THRIFT PLAN OF SIOUX EMPIRE UNITED WAY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF SIOUX EMPIRE UNITED WAY, INC.

Measure Date Value
2024: 403(B) THRIFT PLAN OF SIOUX EMPIRE UNITED WAY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-0414
Total number of particpants at end of year2024-06-0412
Number of Participants With Account Balances2024-06-0412

Financial Data on 403(B) THRIFT PLAN OF SIOUX EMPIRE UNITED WAY, INC.

Measure Date Value
2024 : 403(B) THRIFT PLAN OF SIOUX EMPIRE UNITED WAY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-040
Total liabilities as of the end of the plan year2024-06-040
Total liabilities as of the beginning of the plan year2024-06-040
Total expenses incurred by plan in this plan year2024-06-04939909
Net assets as of the end of the plan year2024-06-04580942
Total assets as of the beginning of the plan year2024-06-041318937
Value of plan covered by a fidelity bond2024-06-04200000
Participant contributions to plan in this plan year2024-06-0430124
Other expenses paid from plan in this plan year2024-06-040
Other contributions to plan in this plan year2024-06-040
Other income to plan in this plan year2024-06-04119810
Plan net income in this plan year2024-06-04-737995
Net assets as of the end of the plan year2024-06-04580942
Net assets as of the beginning of the plan year2024-06-041318937
Employer contributions to plan in this plan year2024-06-0451980
Fees paid to broker by Benefit Provider2024-06-04247
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-042

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