| Plan Name | 403(B) THRIFT PLAN OF UNITED WAY OF THE GREATER TRIANGLE, INC. |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNITED WAY OF THE GREATER TRIANGLE, INC. |
| Employer identification number (EIN): | 561949103 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2022-07-01 | ||||
| 002 | 2021-07-01 | ||||
| 002 | 2020-07-01 | ||||
| 002 | 2019-07-01 | ||||
| 002 | 2018-07-01 | ||||
| 002 | 2017-07-01 | ||||
| 002 | 2017-01-01 | ||||
| 002 | 2016-01-01 | ||||
| 002 | 2015-01-01 | STEPHANE DANIEL | 2016-07-08 | WILSON SIMMONS | 2016-07-08 |
| 002 | 2014-01-01 | STEPHANE DANIEL | 2015-07-23 | WILSON SIMMONS | 2015-07-23 |
| 002 | 2013-01-01 | STEPHANE DANIEL | 2014-07-16 | ||
| 002 | 2012-01-01 | STEPHANE DANIEL | 2013-07-24 | ||
| 002 | 2011-01-01 | STEPHANE DANIEL | 2012-07-24 | D. MARK LANGFORD | 2012-07-24 |
| 002 | 2010-01-01 | STEPHANE DANIEL | 2011-07-20 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403(B) THRIFT PLAN OF UNITED WAY OF THE GREATER TRIANGLE, INC. 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-04-11 | 517342 |
| Net assets as of the end of the plan year | 2025-04-11 | 2597243 |
| Total assets as of the beginning of the plan year | 2025-04-11 | 2520967 |
| Value of plan covered by a fidelity bond | 2025-04-11 | 300000 |
| Participant contributions to plan in this plan year | 2025-04-11 | 147583 |
| Value of participant loans at end of plan year | 2025-04-11 | 0 |
| Other income to plan in this plan year | 2025-04-11 | 411156 |
| Plan net income in this plan year | 2025-04-11 | 76276 |
| Net assets as of the end of the plan year | 2025-04-11 | 2597243 |
| Net assets as of the beginning of the plan year | 2025-04-11 | 2520967 |
| Employer contributions to plan in this plan year | 2025-04-11 | 34879 |
| Fees paid to broker by Benefit Provider | 2025-04-11 | 71 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-11 | 16510 |