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403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC.
Plan identification number 006

403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC. 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.
  • 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE UNITED WAY OF GREATER GREENSBOR O, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE UNITED WAY OF GREATER GREENSBOR O, INC.
Employer identification number (EIN):560668555
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 THE UNITED WAY OF GREATER GREENSBORO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062023-01-01MELISSA SCHOPPE2024-06-26
0062022-01-01MELISSA SCHOPPE2023-09-13
0062021-01-01MELISSA SCHOPPE2023-01-18
0062020-01-01KIMBERLY BARNER2021-05-21
0062019-01-01KIMBERLY BARNER2020-07-28
0062018-01-01KIMBERLY BARNER2019-03-06
0062017-01-01KIMBERLY BARNER2018-06-27 KIMBERLY BARNER2018-06-27
0062016-01-01EVELYN KIRSCH2017-05-08 EVELYN KIRSCH2017-05-08
0062015-01-01LYNNE KIRSCH2016-07-07 LYNNE KIRSCH2016-07-07
0062014-01-01LYNNE KIRSCH2015-06-30 LYNNE KIRSCH2015-06-30
0062013-01-01LYNNE KIRSCH2014-07-28 LYNNE KIRSCH2014-07-28
0062012-01-01LYNNE KIRSCH2014-07-28 LYNNE KIRSCH2014-07-28
0062011-01-01LYNNE KIRSCH2014-07-28 LYNNE KIRSCH2014-07-28
0062010-01-01LYNNE KIRSCH2014-07-28 LYNNE KIRSCH2014-07-28

Plan Statistics for 403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-3061
Total number of particpants at end of year2025-07-3065
Number of Participants With Account Balances2025-07-3057
2024: 403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC. 2024 401k membership
Total number of particpants at beginning of year2024-06-2660
Total number of particpants at end of year2024-06-2661
Number of Participants With Account Balances2024-06-2650

Financial Data on 403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-30276674
Net assets as of the end of the plan year2025-07-302578728
Total assets as of the beginning of the plan year2025-07-302264174
Value of plan covered by a fidelity bond2025-07-30500000
Participant contributions to plan in this plan year2025-07-30186675
Value of participant loans at end of plan year2025-07-303748
Other expenses paid from plan in this plan year2025-07-30367
Other contributions to plan in this plan year2025-07-3024996
Other income to plan in this plan year2025-07-30288783
Plan net income in this plan year2025-07-30314554
Net assets as of the end of the plan year2025-07-302578728
Net assets as of the beginning of the plan year2025-07-302264174
Employer contributions to plan in this plan year2025-07-3090774
Fees paid to broker by Benefit Provider2025-07-30140
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-30312
2024 : 403(B) THRIFT PLAN OF THE UNITED WAY OF GREATER GREENSBORO, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-260
Total liabilities as of the end of the plan year2024-06-260
Total liabilities as of the beginning of the plan year2024-06-260
Total expenses incurred by plan in this plan year2024-06-2645326
Net assets as of the end of the plan year2024-06-262264174
Total assets as of the beginning of the plan year2024-06-261883270
Value of plan covered by a fidelity bond2024-06-26500000
Participant contributions to plan in this plan year2024-06-2682442
Other expenses paid from plan in this plan year2024-06-260
Other contributions to plan in this plan year2024-06-260
Other income to plan in this plan year2024-06-26284611
Plan net income in this plan year2024-06-26380904
Net assets as of the end of the plan year2024-06-262264174
Net assets as of the beginning of the plan year2024-06-261883270
Employer contributions to plan in this plan year2024-06-2659177
Fees paid to broker by Benefit Provider2024-06-26499
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2687

Potentially related plans

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