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TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

UNITED WAY OF THE NATIONAL CAPITAL AREA has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ROSE JOHNSON2024-10-11
0032022-01-01ROSE JOHNSON2023-10-05 ROBIN WATKINS2023-10-09
0032021-01-01ROSE JOHNSON2022-10-13 KEVIN SMITH2022-10-13
0032020-01-01ROSE JOHNSON2021-10-08 KEVIN SMITH2021-10-08
0032019-01-01ROSE JOHNSON2020-10-01 KEVIN SMITH2020-10-01
0032018-01-01ROSE JOHNSON2019-10-11 KEVIN SMITH2019-10-11
0032017-01-01ROSE JOHNSON2018-10-11 KEVIN SMITH2018-10-11
0032016-01-01ROSE JOHNSON2017-10-10 KEVIN SMITH2017-10-10
0032015-01-01ROSE JOHNSON2016-10-11 KEVIN SMITH2016-10-11
0032014-01-01ROSE JOHNSON2015-10-15 KEVIN SMITH2015-10-15
0032013-01-01ROSE JOHNSON2015-10-15 KEVIN SMITH2015-10-15
0032012-01-01JEANNIE BOEHNE2013-06-11 JEANNIE BOEHNE2013-06-11
0032011-01-01JEANNIE BOEHNE2012-10-12
0032010-01-01JEANNIE BOEHNE2011-11-02

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE NATIONAL CAPITAL AREA

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 year2025-10-13-4310
Total expenses incurred by plan in this plan year2025-10-13970
Net assets as of the end of the plan year2025-10-1367216
Total assets as of the beginning of the plan year2025-10-1367216
Value of plan covered by a fidelity bond2025-10-137152
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-135280
Plan net income in this plan year2025-10-134310
Net assets as of the end of the plan year2025-10-1371526
Net assets as of the beginning of the plan year2025-10-1367216
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1354
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 year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-11902
Net assets as of the end of the plan year2024-10-1167215
Total assets as of the beginning of the plan year2024-10-1161268
Value of plan covered by a fidelity bond2024-10-116722
Other contributions to plan in this plan year2024-10-116849
Plan net income in this plan year2024-10-115947
Net assets as of the end of the plan year2024-10-1167215
Net assets as of the beginning of the plan year2024-10-1161268

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