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UNITED WAY OF ROANOKE VALLEY, INC. MPP AND TRUST 401k Plan overview

Plan NameUNITED WAY OF ROANOKE VALLEY, INC. MPP AND TRUST
Plan identification number 001

UNITED WAY OF ROANOKE VALLEY, INC. MPP AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 ROANOKE VALLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF ROANOKE VALLEY, INC.
Employer identification number (EIN):540535302
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF ROANOKE VALLEY, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1936-10-06
Company Identification Number: 0043290
Legal Registered Office Address: 325 CAMPBELL AVE SW

ROANOKE
United States of America (USA)
24016

More information about UNITED WAY OF ROANOKE VALLEY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF ROANOKE VALLEY, INC. MPP AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01TERRY BRIDGES2021-06-25
0012019-01-01TERRY BRIDGES2020-06-10 TERRY BRIDGES2020-06-10
0012018-01-01TERRY BRIDGES2019-10-14
0012017-01-01AFIRA DEVRIES2018-07-31
0012017-01-01TERRY BRIDGES2019-10-14
0012016-01-01AFIRA DEVRIES2017-07-31
0012015-01-01AFIRA DEVRIES2016-08-19
0012014-01-01AFIRA DEVRIES2015-10-13 AFIRA DEVRIES2015-10-13
0012013-01-01FRANK R. ROGAN2014-06-16 FRANK R. ROGAN2014-06-16
0012012-01-01FRANK R. ROGAN2013-06-27 FRANK R. ROGAN2013-06-27
0012011-01-01FRANK R ROGAN2012-08-17 FRANK R ROGAN2012-08-17
0012010-01-01FRANK R. ROGAN2011-05-24

Financial Data on UNITED WAY OF ROANOKE VALLEY, INC. MPP AND TRUST

Measure Date Value
2025 : UNITED WAY OF ROANOKE VALLEY, INC. MPP AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-1519612
Net assets as of the end of the plan year2025-10-151103600
Total assets as of the beginning of the plan year2025-10-15983182
Value of plan covered by a fidelity bond2025-10-15250000
Value of participant loans at end of plan year2025-10-155000
Other income to plan in this plan year2025-10-15140030
Plan net income in this plan year2025-10-15120418
Net assets as of the end of the plan year2025-10-151103600
Net assets as of the beginning of the plan year2025-10-15983182
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-152269
2024 : UNITED WAY OF ROANOKE VALLEY, INC. MPP AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-0263998
Net assets as of the end of the plan year2024-08-02983182
Total assets as of the beginning of the plan year2024-08-02769215
Value of plan covered by a fidelity bond2024-08-02250000
Other income to plan in this plan year2024-08-02151934
Plan net income in this plan year2024-08-02213967
Net assets as of the end of the plan year2024-08-02983182
Net assets as of the beginning of the plan year2024-08-02769215
Value of funding deficiency2024-08-020
Value of employer contributions paid2024-08-02125271
Employer contributions to plan in this plan year2024-08-02126031
Fees paid to broker by Benefit Provider2024-08-024919
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-0246

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