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UNITED WAY OF ROCKINGHAM COUNTY, INC 401(K) PLAN 401k Plan overview

Plan NameUNITED WAY OF ROCKINGHAM COUNTY, INC 401(K) PLAN
Plan identification number 001

UNITED WAY OF ROCKINGHAM COUNTY, INC 401(K) PLAN 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 ROCKINGHAM COUNTY, INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF ROCKINGHAM COUNTY, INC
Employer identification number (EIN):560649247
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF ROCKINGHAM COUNTY, INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CASEY G. VINCENT2024-10-15
0012022-01-01CASEY G. VINCENT2023-09-29
0012021-01-01CASEY G. VINCENT2022-11-15
0012021-01-01CASEY G. VINCENT2022-11-15
0012019-01-01CASEY G VINCENT2020-10-14
0012018-01-01CASEY VINCENT2019-09-18
0012017-01-01CASEY G VINCENT2018-07-27
0012016-01-01MADONNA C. PENDLETON2017-06-08
0012015-01-01MADONNA PENDLETON2016-08-22
0012014-01-01DR. CINDY WALL SARWI2015-07-30 DR. CINDY WALL SARWI2015-07-30
0012013-01-01CINDY WALL SARWI2014-09-28 CINDY WALL SARWI2014-09-28

Plan Statistics for UNITED WAY OF ROCKINGHAM COUNTY, INC 401(K) PLAN

401k plan membership statisitcs for UNITED WAY OF ROCKINGHAM COUNTY, INC 401(K) PLAN

Measure Date Value
2024: UNITED WAY OF ROCKINGHAM COUNTY, INC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-152
Total number of particpants at end of year2024-10-152
Number of Participants With Account Balances2024-10-152

Financial Data on UNITED WAY OF ROCKINGHAM COUNTY, INC 401(K) PLAN

Measure Date Value
2024 : UNITED WAY OF ROCKINGHAM COUNTY, INC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-15298
Net assets as of the end of the plan year2024-10-1546704
Total assets as of the beginning of the plan year2024-10-1537862
Value of plan covered by a fidelity bond2024-10-153000
Other income to plan in this plan year2024-10-155540
Plan net income in this plan year2024-10-158842
Net assets as of the end of the plan year2024-10-1546704
Net assets as of the beginning of the plan year2024-10-1537862
Employer contributions to plan in this plan year2024-10-153600
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-15298

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