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

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF FREDERICK COUNTY, INC.
Plan identification number 003

403(B) THRIFT PLAN OF UNITED WAY OF FREDERICK COUNTY, 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

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

Company Name:UNITED WAY OF FREDERICK COUNTY, INC .
Employer identification number (EIN):520607973
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 UNITED WAY OF FREDERICK COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01DAVID H. BAUSUM2024-07-10
0032022-01-01DAVID H. BAUSUM2023-07-25
0032021-01-01DAVID H. BAUSUM2022-07-26
0032020-01-01DAVID H. BAUSUM2021-05-19
0032019-01-01DAVID H. BAUSUM2020-07-16
0032018-01-01DAVID H. BAUSUM2019-06-07
0032017-01-01DAVID H. BAUSUM2018-05-08 DAVID H. BAUSUM2018-05-08
0032016-01-01DAVID BAUSUM2017-04-26
0032015-01-01DAVID BAUSUM, FINANCE MGR.2016-07-08
0032014-01-01DAVID BAUSUM, FINANCE MGR.2015-05-19
0032013-01-01DAVID BAUSUM2014-06-18
0032012-01-01LAURIE ORLOWSKI2013-06-17
0032011-01-01ESHE MCINTYRE2012-06-07

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF FREDERICK COUNTY, INC.

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

Measure Date Value
2024: 403(B) THRIFT PLAN OF UNITED WAY OF FREDERICK COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-1010
Total number of particpants at end of year2024-07-1010
Number of Participants With Account Balances2024-07-1010

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF FREDERICK COUNTY, INC.

Measure Date Value
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF FREDERICK COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-100
Total liabilities as of the end of the plan year2024-07-100
Total liabilities as of the beginning of the plan year2024-07-100
Total expenses incurred by plan in this plan year2024-07-1040806
Net assets as of the end of the plan year2024-07-10675800
Total assets as of the beginning of the plan year2024-07-10468914
Value of plan covered by a fidelity bond2024-07-1075000
Participant contributions to plan in this plan year2024-07-1032628
Other expenses paid from plan in this plan year2024-07-100
Other contributions to plan in this plan year2024-07-1099616
Other income to plan in this plan year2024-07-1077938
Plan net income in this plan year2024-07-10206886
Net assets as of the end of the plan year2024-07-10675800
Net assets as of the beginning of the plan year2024-07-10468914
Employer contributions to plan in this plan year2024-07-1037510
Fees paid to broker by Benefit Provider2024-07-10247
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-100

Potentially related plans

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