| Plan Name | TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNITED WAY OF THE NATIONAL CAPITAL AREA |
| Employer identification number (EIN): | 530234290 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about UNITED WAY OF THE NATIONAL CAPITAL AREA
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1979-08-17 |
| Company Identification Number: | F028960 |
| Legal Registered Office Address: |
4701 Cox Rd Ste 285 Glen Allen United States of America (USA) 23060-6808 |
More information about UNITED WAY OF THE NATIONAL CAPITAL AREA
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | ROSE JOHNSON | 2024-10-11 | ||
| 003 | 2022-01-01 | ROSE JOHNSON | 2023-10-05 | ROBIN WATKINS | 2023-10-09 |
| 003 | 2021-01-01 | ROSE JOHNSON | 2022-10-13 | KEVIN SMITH | 2022-10-13 |
| 003 | 2020-01-01 | ROSE JOHNSON | 2021-10-08 | KEVIN SMITH | 2021-10-08 |
| 003 | 2019-01-01 | ROSE JOHNSON | 2020-10-01 | KEVIN SMITH | 2020-10-01 |
| 003 | 2018-01-01 | ROSE JOHNSON | 2019-10-11 | KEVIN SMITH | 2019-10-11 |
| 003 | 2017-01-01 | ROSE JOHNSON | 2018-10-11 | KEVIN SMITH | 2018-10-11 |
| 003 | 2016-01-01 | ROSE JOHNSON | 2017-10-10 | KEVIN SMITH | 2017-10-10 |
| 003 | 2015-01-01 | ROSE JOHNSON | 2016-10-11 | KEVIN SMITH | 2016-10-11 |
| 003 | 2014-01-01 | ROSE JOHNSON | 2015-10-15 | KEVIN SMITH | 2015-10-15 |
| 003 | 2013-01-01 | ROSE JOHNSON | 2015-10-15 | KEVIN SMITH | 2015-10-15 |
| 003 | 2012-01-01 | JEANNIE BOEHNE | 2013-06-11 | JEANNIE BOEHNE | 2013-06-11 |
| 003 | 2011-01-01 | JEANNIE BOEHNE | 2012-10-12 | ||
| 003 | 2010-01-01 | JEANNIE BOEHNE | 2011-11-02 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA 2025 401k financial data | ||
| Total liabilities as of the end of the plan year | 2025-10-13 | -4310 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 970 |
| Net assets as of the end of the plan year | 2025-10-13 | 67216 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 67216 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 7152 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 0 |
| Other contributions to plan in this plan year | 2025-10-13 | 5280 |
| Plan net income in this plan year | 2025-10-13 | 4310 |
| Net assets as of the end of the plan year | 2025-10-13 | 71526 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 67216 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 54 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA 2024 401k financial data | ||
| Total liabilities as of the end of the plan year | 2024-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-11 | 902 |
| Net assets as of the end of the plan year | 2024-10-11 | 67215 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 61268 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 6722 |
| Other contributions to plan in this plan year | 2024-10-11 | 6849 |
| Plan net income in this plan year | 2024-10-11 | 5947 |
| Net assets as of the end of the plan year | 2024-10-11 | 67215 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 61268 |