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EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF ALAMANCE COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF ALAMANCE COUNTY
Plan identification number 002

EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF ALAMANCE COUNTY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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 ALAMANCE COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF ALAMANCE COUNTY, INC.
Employer identification number (EIN):560599239
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF ALAMANCE COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01HEIDI NORWICK2015-07-14
0022013-01-01HEIDI NORWICK2014-07-09
0022012-01-01SUSAN SHARPE2013-02-19
0022011-01-01SUSAN SHARPE2012-09-21
0022010-01-01SUSAN SHARPE2011-07-28 CHRIS CLEMMONS, INTERIM PRESIDENT2011-07-28

Financial Data on EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF ALAMANCE COUNTY

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF ALAMANCE COUNTY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-2557543
Net assets as of the end of the plan year2025-06-25164361
Total assets as of the beginning of the plan year2025-06-25179383
Value of plan covered by a fidelity bond2025-06-25200000
Participant contributions to plan in this plan year2025-06-2510407
Other income to plan in this plan year2025-06-2518493
Plan net income in this plan year2025-06-25-15022
Net assets as of the end of the plan year2025-06-25164361
Net assets as of the beginning of the plan year2025-06-25179383
Employer contributions to plan in this plan year2025-06-2513621
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-25310
2024 : EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF ALAMANCE COUNTY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-09125
Net assets as of the end of the plan year2024-04-09179383
Total assets as of the beginning of the plan year2024-04-09140383
Value of plan covered by a fidelity bond2024-04-09200000
Participant contributions to plan in this plan year2024-04-093486
Other income to plan in this plan year2024-04-0920324
Plan net income in this plan year2024-04-0939000
Net assets as of the end of the plan year2024-04-09179383
Net assets as of the beginning of the plan year2024-04-09140383
Employer contributions to plan in this plan year2024-04-0915315
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-09125

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