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403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC
Plan identification number 003

403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC 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 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 CENTRAL WEST VIRGINIA , INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL WEST VIRGINIA , INC
Employer identification number (EIN):550402755
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01REBECCA SIGMAN2024-10-09
0032022-01-01REBECCA SIGMAN2023-09-28
0032021-01-01REBECCA SIGMAN2022-09-26
0032021-01-01REBECCA SIGMAN2022-09-26
0032020-01-01WILLIAM KOONTZ2021-03-17
0032019-01-01WILLIAM KOONTZ2020-04-30
0032018-01-01WILLIAM KOONTZ2019-05-09
0032017-01-01MARGARET ANN O'NEAL2018-09-26
0032016-01-01OTIE VITITOE2017-04-05 OTIE VITITOE2017-04-05
0032015-01-01OTIE VITITOE2016-05-12 OTIE VITITOE2016-05-12
0032013-01-01JOHN BALLENGEE2014-07-23 JOHN BALLENGEE2014-07-23
0032012-01-01JOHN BALLENGEE2013-06-26 JOHN BALLENGEE2013-06-26
0032011-01-01JOHN BALLENGEE2012-05-01 JOHN BALLENGEE2012-05-01
0032010-01-01JOHN BALLENGEE2011-05-26 JOHN BALLENGEE2011-05-26

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC

Measure Date Value
2024: 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC 2024 401k membership
Total number of particpants at beginning of year2024-10-0921
Total number of particpants at end of year2024-10-0922
Number of Participants With Account Balances2024-10-0922
2022: 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC 2022 401k membership
Total number of particpants at beginning of year2022-09-2623
Total number of particpants at end of year2022-09-2621
Number of Participants With Account Balances2022-09-2621

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC

Measure Date Value
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-0915799
Net assets as of the end of the plan year2024-10-09662922
Total assets as of the beginning of the plan year2024-10-09571425
Value of plan covered by a fidelity bond2024-10-0980000
Participant contributions to plan in this plan year2024-10-0920318
Value of participant loans at end of plan year2024-10-0910791
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-091283
Other income to plan in this plan year2024-10-0972936
Plan net income in this plan year2024-10-0991497
Net assets as of the end of the plan year2024-10-09662922
Net assets as of the beginning of the plan year2024-10-09571425
Employer contributions to plan in this plan year2024-10-0912759
Fees paid to broker by Benefit Provider2024-10-09231
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-09133
2022 : 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL WEST VIRGINIA, INC 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-260
Total liabilities as of the end of the plan year2022-09-260
Total liabilities as of the beginning of the plan year2022-09-260
Total expenses incurred by plan in this plan year2022-09-2622440
Net assets as of the end of the plan year2022-09-26756558
Total assets as of the beginning of the plan year2022-09-26587225
Value of plan covered by a fidelity bond2022-09-261000000
Participant contributions to plan in this plan year2022-09-2640222
Value of participant loans at end of plan year2022-09-265560
Other expenses paid from plan in this plan year2022-09-26266
Other contributions to plan in this plan year2022-09-2651730
Other income to plan in this plan year2022-09-2677737
Plan net income in this plan year2022-09-26169333
Net assets as of the end of the plan year2022-09-26756558
Net assets as of the beginning of the plan year2022-09-26587225
Employer contributions to plan in this plan year2022-09-2622084
Fees paid to broker by Benefit Provider2022-09-26111

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