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UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN
Plan identification number 001

UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN 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.
  • 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

UNITED WAY OF LINCOLN & LANCASTER COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF LINCOLN & LANCASTER COUNTY
Employer identification number (EIN):470376624
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARY ALDRICH-KNIGHT2024-07-30
0012022-01-01MARY ALDRICH-KNIGHT2023-07-10
0012021-01-01MARY ALDRICH-KNIGHT2022-07-27
0012020-01-01MARY ALDRICH-KNIGHT2021-06-11
0012019-01-01MARY ALDRICH-KNIGHT2020-05-30
0012018-01-01MARY ALDRICH-KNIGHT2019-07-16
0012017-01-01MARY ALDRICH-KNIGHT2018-07-18
0012016-01-01MARY ALDRICH-KNIGHT2017-07-24
0012015-01-01MARY ALDRICH-KNIGHT2016-07-05
0012014-01-01MARY ALDRICH-KNIGHT2015-07-01
0012013-01-01MARY ALDRICH-KNIGHT2014-07-03
0012012-01-01MARY ALDRICH-KNIGHT2013-06-03 MARY ALDRICH-KNIGHT2013-06-03
0012011-01-01MARY ALDRICH-KNIGHT2012-06-12
0012010-01-01MARY ALDRICH-KNIGHT2011-05-12

Plan Statistics for UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN

Measure Date Value
2025: UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1025
Total number of particpants at end of year2025-07-1021
Number of Participants With Account Balances2025-07-1021
2024: UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-3020
Total number of particpants at end of year2024-07-3025
Number of Participants With Account Balances2024-07-3024
2022: UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-2721
Total number of particpants at end of year2022-07-2719
Number of Participants With Account Balances2022-07-2719

Financial Data on UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN

Measure Date Value
2025 : UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-10513299
Net assets as of the end of the plan year2025-07-10747056
Total assets as of the beginning of the plan year2025-07-101021836
Value of plan covered by a fidelity bond2025-07-101000000
Participant contributions to plan in this plan year2025-07-1062323
Value of participant loans at end of plan year2025-07-101742
Other income to plan in this plan year2025-07-10113612
Plan net income in this plan year2025-07-10-274780
Net assets as of the end of the plan year2025-07-10747056
Net assets as of the beginning of the plan year2025-07-101021836
Employer contributions to plan in this plan year2025-07-1062584
Fees paid to broker by Benefit Provider2025-07-103599
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-10462
2024 : UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-3097202
Net assets as of the end of the plan year2024-07-301021836
Total assets as of the beginning of the plan year2024-07-30883579
Value of plan covered by a fidelity bond2024-07-301000000
Participant contributions to plan in this plan year2024-07-3056333
Value of participant loans at end of plan year2024-07-301264
Other income to plan in this plan year2024-07-30130654
Plan net income in this plan year2024-07-30138257
Net assets as of the end of the plan year2024-07-301021836
Net assets as of the beginning of the plan year2024-07-30883579
Employer contributions to plan in this plan year2024-07-3048472
Fees paid to broker by Benefit Provider2024-07-303331
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-30274
2022 : UNITED WAY OF LINCOLN & LANCASTER COUNTY 401(K) RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-270
Total liabilities as of the beginning of the plan year2022-07-270
Total expenses incurred by plan in this plan year2022-07-27619706
Net assets as of the end of the plan year2022-07-271139797
Total assets as of the beginning of the plan year2022-07-271513494
Value of plan covered by a fidelity bond2022-07-271000000
Participant contributions to plan in this plan year2022-07-2741427
Value of participant loans at end of plan year2022-07-272552
Other expenses paid from plan in this plan year2022-07-270
Other contributions to plan in this plan year2022-07-270
Other income to plan in this plan year2022-07-27159027
Plan net income in this plan year2022-07-27-373697
Net assets as of the end of the plan year2022-07-271139797
Net assets as of the beginning of the plan year2022-07-271513494
Employer contributions to plan in this plan year2022-07-2745555
Fees paid to broker by Benefit Provider2022-07-274527
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-27343

Potentially related plans

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