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TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY 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 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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

RAPPAHANNOCK UNITED WAY has sponsored the creation of one or more 401k plans.

Company Name:RAPPAHANNOCK UNITED WAY
Employer identification number (EIN):546042936
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANN MYERS2024-10-07
0012022-01-01ANN MYERS2023-07-14
0012021-01-01ANN MYERS2022-07-29
0012020-01-01ANN MYERS2021-09-30
0012020-01-01ANN MYERS2021-07-30
0012019-01-01ANN MYERS2020-07-30
0012018-01-01ANN MYERS2019-07-31
0012017-01-01ANN M MYERS2018-10-15 ANN M MYERS2018-10-15
0012016-01-01ANN MYERS2017-03-30
0012015-01-01ANN MYERS2016-05-10
0012015-01-01ANN MYERS2016-05-10
0012014-01-01ANN MYERS2015-03-31
0012014-01-01ANN MYERS2015-07-20
0012013-01-01ANN MYERS2014-07-31
0012012-01-01ANN MYERS2013-07-30
0012011-01-01BARBARA E TOMAYKO2012-07-18
0012010-01-01BARBARA E TOMAYKO2011-07-22

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY

Measure Date Value
2024: TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY 2024 401k membership
Total number of particpants at beginning of year2024-10-0719
Total number of particpants at end of year2024-10-0719
Number of Participants With Account Balances2024-10-0719
2022: TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY 2022 401k membership
Total number of particpants at beginning of year2022-07-2920
Total number of particpants at end of year2022-07-2922
Number of Participants With Account Balances2022-07-2921

Financial Data on TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-070
Total liabilities as of the end of the plan year2024-10-070
Total liabilities as of the beginning of the plan year2024-10-070
Total expenses incurred by plan in this plan year2024-10-0712595
Net assets as of the end of the plan year2024-10-07712346
Total assets as of the beginning of the plan year2024-10-07619616
Value of plan covered by a fidelity bond2024-10-07250000
Participant contributions to plan in this plan year2024-10-0727240
Other expenses paid from plan in this plan year2024-10-070
Other contributions to plan in this plan year2024-10-070
Other income to plan in this plan year2024-10-0778085
Plan net income in this plan year2024-10-0792730
Net assets as of the end of the plan year2024-10-07712346
Net assets as of the beginning of the plan year2024-10-07619616
Employer contributions to plan in this plan year2024-10-070
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-07102
2022 : TAX DEFERRED ANNUITY PLAN OF RAPPAHANNOCK UNITED WAY 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-290
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-2922318
Net assets as of the end of the plan year2022-07-29715403
Total assets as of the beginning of the plan year2022-07-29616950
Value of plan covered by a fidelity bond2022-07-2925000
Participant contributions to plan in this plan year2022-07-2942728
Value of participant loans at end of plan year2022-07-293104
Other expenses paid from plan in this plan year2022-07-29202
Other contributions to plan in this plan year2022-07-290
Other income to plan in this plan year2022-07-2978043
Plan net income in this plan year2022-07-2998453
Net assets as of the end of the plan year2022-07-29715403
Net assets as of the beginning of the plan year2022-07-29616950
Employer contributions to plan in this plan year2022-07-290
Fees paid to broker by Benefit Provider2022-07-2930

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