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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE MID-SOUTH 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE MID-SOUTH
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE MID-SOUTH Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.

401k Sponsoring company profile

UNITED WAY OF THE MID-SOUTH has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE MID-SOUTH
Employer identification number (EIN):561010742
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 THE MID-SOUTH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GIA STOKES2024-07-25
0012022-01-01GIA STOKES2023-07-31
0012021-01-01GIA STOKES2022-06-14
0012020-01-01GIA STOKES2021-07-22
0012019-01-01GIA STOKES2020-07-27
0012018-01-01GIA STOKES2019-09-19
0012018-01-01GIA STOKES2019-09-19
0012017-01-01DR. KENNETH ROBINSON2018-07-31 DR. KENNETH ROBINSON2018-07-31
0012016-01-01GREGG SMITH2017-06-27 GREGG SMITH2017-06-27
0012015-01-01DOUG BYRNES2016-06-22 DOUG BYRNES2016-06-22
0012014-01-01CHRISTY BRADLEY2015-06-29 CHRISTY BRADLEY2015-06-29
0012013-01-01CHRISTY BRADLEY2014-07-29 CHRISTY BRADLEY2014-07-29
0012012-01-01CHRISTY BRADLEY2013-09-04 CHRISTY BRADLEY2013-09-04
0012011-01-01CHRISTY BRADLEY2012-10-11
0012010-01-01CHRISTY BRADLEY2011-10-12 CHRISTY BRADLEY2011-10-12

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE MID-SOUTH

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE MID-SOUTH 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-211690626
Net assets as of the end of the plan year2025-07-216805716
Total assets as of the beginning of the plan year2025-07-217213413
Value of plan covered by a fidelity bond2025-07-211000000
Participant contributions to plan in this plan year2025-07-210
Value of participant loans at end of plan year2025-07-21355871
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-21878141
Plan net income in this plan year2025-07-21-407697
Net assets as of the end of the plan year2025-07-216805716
Net assets as of the beginning of the plan year2025-07-217213413
Employer contributions to plan in this plan year2025-07-21404788
Fees paid to broker by Benefit Provider2025-07-21858
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-21728
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF THE MID-SOUTH 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-250
Total liabilities as of the end of the plan year2024-07-250
Total liabilities as of the beginning of the plan year2024-07-250
Total expenses incurred by plan in this plan year2024-07-25476739
Net assets as of the end of the plan year2024-07-257213413
Total assets as of the beginning of the plan year2024-07-256391024
Value of plan covered by a fidelity bond2024-07-251000000
Participant contributions to plan in this plan year2024-07-250
Other expenses paid from plan in this plan year2024-07-25137
Other contributions to plan in this plan year2024-07-250
Other income to plan in this plan year2024-07-25884455
Plan net income in this plan year2024-07-25822389
Net assets as of the end of the plan year2024-07-257213413
Net assets as of the beginning of the plan year2024-07-256391024
Employer contributions to plan in this plan year2024-07-25414673
Fees paid to broker by Benefit Provider2024-07-25347
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-25224

Potentially related plans

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