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UNITED WAY OF WASHINGTON COUNTY, MARYLAND, INC. TSA PENSION PLAN 401k Plan overview

Plan NameUNITED WAY OF WASHINGTON COUNTY, MARYLAND, INC. TSA PENSION PLAN
Plan identification number 003

UNITED WAY OF WASHINGTON COUNTY, MARYLAND, INC. TSA PENSION 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.
  • 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 WASHINGTON COUNTY, MARYLAND has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF WASHINGTON COUNTY, MARYLAND
Employer identification number (EIN):520691704
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 WASHINGTON COUNTY, MARYLAND, INC. TSA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01RICHARD RUTHERFORD2024-05-21
0032022-01-01RICHARD RUTHERFORD2023-06-07
0032021-01-01RICHARD RUTHERFORD2022-04-26
0032020-01-01HEATHER GUESSFORD2021-07-28
0032019-01-01ERIN CLARK2020-05-12
0032018-01-01GREGORY LLOYD2019-10-11
0032017-01-01GREGORY LLOYD2018-10-15
0032016-01-01BENJAMIN JONES2017-10-12
0032015-01-01BENJAMIN JONES2016-10-05
0032014-01-01BENJAMIN JONES2015-10-09
0032013-01-01TIMOTHY PETERS2014-07-30
0032012-01-01TIMOTHY PETERS2013-10-14
0032011-01-01TIMOTHY PETERS2012-10-12
0032010-01-01LEAH GAYMAN2011-08-25

Financial Data on UNITED WAY OF WASHINGTON COUNTY, MARYLAND, INC. TSA PENSION PLAN

Measure Date Value
2025 : UNITED WAY OF WASHINGTON COUNTY, MARYLAND, INC. TSA PENSION PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-240
Total liabilities as of the end of the plan year2025-04-240
Total liabilities as of the beginning of the plan year2025-04-240
Total expenses incurred by plan in this plan year2025-04-2415172
Net assets as of the end of the plan year2025-04-24263965
Total assets as of the beginning of the plan year2025-04-24241140
Value of plan covered by a fidelity bond2025-04-2425000
Participant contributions to plan in this plan year2025-04-24875
Other expenses paid from plan in this plan year2025-04-240
Other contributions to plan in this plan year2025-04-240
Other income to plan in this plan year2025-04-2432745
Plan net income in this plan year2025-04-2422825
Net assets as of the end of the plan year2025-04-24263965
Net assets as of the beginning of the plan year2025-04-24241140
Employer contributions to plan in this plan year2025-04-244377
Fees paid to broker by Benefit Provider2025-04-2414
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-2454
2024 : UNITED WAY OF WASHINGTON COUNTY, MARYLAND, INC. TSA PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-210
Total liabilities as of the end of the plan year2024-05-210
Total liabilities as of the beginning of the plan year2024-05-210
Total expenses incurred by plan in this plan year2024-05-2124
Net assets as of the end of the plan year2024-05-21241140
Total assets as of the beginning of the plan year2024-05-21201480
Value of plan covered by a fidelity bond2024-05-2125000
Participant contributions to plan in this plan year2024-05-21862
Other expenses paid from plan in this plan year2024-05-210
Other contributions to plan in this plan year2024-05-210
Other income to plan in this plan year2024-05-2134658
Plan net income in this plan year2024-05-2139660
Net assets as of the end of the plan year2024-05-21241140
Net assets as of the beginning of the plan year2024-05-21201480
Employer contributions to plan in this plan year2024-05-214164
Fees paid to broker by Benefit Provider2024-05-2127
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-2124
2022 : UNITED WAY OF WASHINGTON COUNTY, MARYLAND, INC. TSA PENSION PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-260
Total liabilities as of the end of the plan year2022-04-260
Total liabilities as of the beginning of the plan year2022-04-260
Total expenses incurred by plan in this plan year2022-04-2612490
Net assets as of the end of the plan year2022-04-26227540
Total assets as of the beginning of the plan year2022-04-26204992
Value of plan covered by a fidelity bond2022-04-26100000
Participant contributions to plan in this plan year2022-04-264764
Other expenses paid from plan in this plan year2022-04-2667
Other contributions to plan in this plan year2022-04-260
Other income to plan in this plan year2022-04-2624835
Plan net income in this plan year2022-04-2622548
Net assets as of the end of the plan year2022-04-26227540
Net assets as of the beginning of the plan year2022-04-26204992
Employer contributions to plan in this plan year2022-04-265439

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