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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC.
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC. 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.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

UNITED WAY OF RUTHERFORD COUNTY,INC . has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF RUTHERFORD COUNTY,INC .
Employer identification number (EIN):561030597
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 RUTHERFORD COUNTY,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01BEVERLY BLACK2024-07-02
0032022-01-01BEVERLY BLACK2023-07-19
0032021-01-01BEVERLY BLACK2022-06-20
0032020-01-01BEVERLY BLACK2021-07-27
0032019-01-01BEVERLY BLACK2020-10-15
0032018-01-01GREGORY KIRBY2019-06-13 GREGORY KIRBY2019-06-13
0032017-01-01JIM HERZOG2018-06-23 JIM HERZOG2018-06-23
0032016-01-01JIM HERZOG2017-07-27 JIM HERZOG2017-07-27
0032015-01-01JIM HERZOG2016-05-17 JIM HERZOG2016-05-17
0032014-01-01JIM HERZOG2015-07-30 JIM HERZOG2015-07-30
0032013-01-01JIM HERZOG2014-09-23 JIM HERZOG2014-09-23
0032012-01-01JIM HERZOG2013-09-11 JIM HERZOG2013-09-11
0032011-01-01JIM HERZOG2012-09-20 JIM HERZOG2012-09-20
0032010-01-01JIM HERZOG2012-09-20 JIM HERZOG2012-09-20

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC. 2025 401k membership
Total number of particpants at beginning of year2025-08-046
Total number of particpants at end of year2025-08-045
Number of Participants With Account Balances2025-08-045
2024: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-026
Total number of particpants at end of year2024-07-026
Number of Participants With Account Balances2024-07-026
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC. 2022 401k membership
Total number of particpants at beginning of year2022-06-206
Total number of particpants at end of year2022-06-206
Number of Participants With Account Balances2022-06-206

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-040
Total liabilities as of the end of the plan year2025-08-040
Total liabilities as of the beginning of the plan year2025-08-040
Total expenses incurred by plan in this plan year2025-08-0440778
Net assets as of the end of the plan year2025-08-04218069
Total assets as of the beginning of the plan year2025-08-04225527
Value of plan covered by a fidelity bond2025-08-0450000
Participant contributions to plan in this plan year2025-08-040
Value of participant loans at end of plan year2025-08-0428292
Other expenses paid from plan in this plan year2025-08-040
Other contributions to plan in this plan year2025-08-040
Other income to plan in this plan year2025-08-0415883
Plan net income in this plan year2025-08-04-7458
Net assets as of the end of the plan year2025-08-04218069
Net assets as of the beginning of the plan year2025-08-04225527
Employer contributions to plan in this plan year2025-08-0417437
Fees paid to broker by Benefit Provider2025-08-0421
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-0460
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-020
Total liabilities as of the end of the plan year2024-07-020
Total liabilities as of the beginning of the plan year2024-07-020
Total expenses incurred by plan in this plan year2024-07-0224
Net assets as of the end of the plan year2024-07-02225527
Total assets as of the beginning of the plan year2024-07-02191577
Value of plan covered by a fidelity bond2024-07-0250000
Participant contributions to plan in this plan year2024-07-020
Value of participant loans at end of plan year2024-07-0214830
Other expenses paid from plan in this plan year2024-07-020
Other contributions to plan in this plan year2024-07-020
Other income to plan in this plan year2024-07-0216387
Plan net income in this plan year2024-07-0233950
Net assets as of the end of the plan year2024-07-02225527
Net assets as of the beginning of the plan year2024-07-02191577
Employer contributions to plan in this plan year2024-07-0217587
Fees paid to broker by Benefit Provider2024-07-0279
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0224
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF RUTHERFORD COUNTY,INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-200
Total liabilities as of the end of the plan year2022-06-200
Total liabilities as of the beginning of the plan year2022-06-200
Total expenses incurred by plan in this plan year2022-06-20120
Net assets as of the end of the plan year2022-06-20212511
Total assets as of the beginning of the plan year2022-06-20184549
Value of plan covered by a fidelity bond2022-06-2050000
Participant contributions to plan in this plan year2022-06-200
Value of participant loans at end of plan year2022-06-208878
Other expenses paid from plan in this plan year2022-06-20120
Other contributions to plan in this plan year2022-06-20709
Other income to plan in this plan year2022-06-2012343
Plan net income in this plan year2022-06-2027962
Net assets as of the end of the plan year2022-06-20212511
Net assets as of the beginning of the plan year2022-06-20184549
Employer contributions to plan in this plan year2022-06-2015030
Fees paid to broker by Benefit Provider2022-06-2035

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