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UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN 401k Plan overview

Plan NameUNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN
Plan identification number 002

UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT 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.
  • 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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

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

Company Name:UNITED WAY OF GREENVILLE COUNTY, INC.
Employer identification number (EIN):570362066
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CONNIE LENNICK2024-07-30
0022022-01-01CONNIE LENNICK2023-10-09 CONNIE LENNICK2023-10-09
0022021-01-01CONNIE LENNICK2022-08-10 CONNIE LENNICK2022-08-10
0022020-01-01TERESA SILLSTROP2021-10-12
0022019-01-01DEBRA STULL2020-10-08 DEBRA STULL2020-10-08
0022018-01-01CHRIS GIACOMARO2019-10-08
0022017-01-01CHRIS GIACOMARO2018-10-11 CHRIS GIACOMARO2018-10-11
0022016-01-01SEAN TRASK2017-07-24 SEAN TRASK2017-07-24
0022014-01-01SEAN TRASK2015-07-28 SEAN TRASK2015-07-28
0022013-01-01SEAN TRASK2014-07-29 SEAN TRASK2014-07-29
0022012-01-01SEAN TRASK2013-10-11 SEAN TRASK2013-10-11
0022011-01-01TED HENDRY2012-06-20 TED HENDRY2012-06-20
0022010-01-01TED HENDRY2011-07-07 TED HENDRY2011-07-07

Plan Statistics for UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN

401k plan membership statisitcs for UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN

Measure Date Value
2025: UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-03112
Total number of particpants at end of year2025-06-03106
Number of Participants With Account Balances2025-06-03106
2024: UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-30114
Total number of particpants at end of year2024-07-30110
Number of Participants With Account Balances2024-07-30110

Financial Data on UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN

Measure Date Value
2025 : UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-06-030
Total expenses incurred by plan in this plan year2025-06-03268327
Net assets as of the end of the plan year2025-06-033427597
Total assets as of the beginning of the plan year2025-06-032920389
Value of plan covered by a fidelity bond2025-06-03370000
Participant contributions to plan in this plan year2025-06-03211997
Value of participant loans at end of plan year2025-06-039779
Other expenses paid from plan in this plan year2025-06-0334710
Other income to plan in this plan year2025-06-03390493
Plan net income in this plan year2025-06-03507208
Net assets as of the end of the plan year2025-06-033427597
Net assets as of the beginning of the plan year2025-06-032920389
Employer contributions to plan in this plan year2025-06-03173045
2024 : UNITED WAY OF GREENVILLE, INC 403 (B) THRIFT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-300
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-30814810
Net assets as of the end of the plan year2024-07-302920389
Total assets as of the beginning of the plan year2024-07-302904851
Value of plan covered by a fidelity bond2024-07-30370000
Participant contributions to plan in this plan year2024-07-30248194
Value of participant loans at end of plan year2024-07-3011484
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-30404714
Plan net income in this plan year2024-07-3015538
Net assets as of the end of the plan year2024-07-302920389
Net assets as of the beginning of the plan year2024-07-302904851
Employer contributions to plan in this plan year2024-07-30177440
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3030665

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