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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNTY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNTY
Plan identification number 004

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN 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.
  • 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.
  • 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 ROWAN COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF ROWAN COUNTY
Employer identification number (EIN):560642828
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01JENNY LEE2024-07-23
0042022-01-01JENNY LEE2023-07-31
0042021-01-01JENNY LEE2022-11-03
0042020-01-01JENNY LEE2021-07-01
0042019-01-01JENNY LEE2020-07-30

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNTY

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3143
Net assets as of the end of the plan year2025-07-31338615
Total assets as of the beginning of the plan year2025-07-31288422
Value of plan covered by a fidelity bond2025-07-3175000
Participant contributions to plan in this plan year2025-07-314418
Value of participant loans at end of plan year2025-07-3119840
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3128939
Plan net income in this plan year2025-07-3150193
Net assets as of the end of the plan year2025-07-31338615
Net assets as of the beginning of the plan year2025-07-31288422
Employer contributions to plan in this plan year2025-07-3116879
Fees paid to broker by Benefit Provider2025-07-3119
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3143
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF ROWAN COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2324
Net assets as of the end of the plan year2024-07-23288422
Total assets as of the beginning of the plan year2024-07-23245852
Value of plan covered by a fidelity bond2024-07-2375000
Participant contributions to plan in this plan year2024-07-234286
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-2323339
Plan net income in this plan year2024-07-2342570
Net assets as of the end of the plan year2024-07-23288422
Net assets as of the beginning of the plan year2024-07-23245852
Employer contributions to plan in this plan year2024-07-2314969
Fees paid to broker by Benefit Provider2024-07-2367
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2324

Potentially related plans

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