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UNITED WAY OF THE LOWCOUNTRY, INC. 401(K) PLAN 401k Plan overview

Plan NameUNITED WAY OF THE LOWCOUNTRY, INC. 401(K) PLAN
Plan identification number 001

UNITED WAY OF THE LOWCOUNTRY, INC. 401(K) 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.
  • 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 THE LOWCOUNTRY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE LOWCOUNTRY, INC.
Employer identification number (EIN):570405847
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF THE LOWCOUNTRY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TINA L. GENTRY2013-10-04 TINA L. GENTRY2013-10-04
0012011-01-01CLARECE S. WALKER2012-10-08 CLARECE S. WALKER2012-10-08
0012010-01-01CLARECE S. WALKER2011-09-29 CLARECE S. WALKER2011-09-29

Financial Data on UNITED WAY OF THE LOWCOUNTRY, INC. 401(K) PLAN

Measure Date Value
2025 : UNITED WAY OF THE LOWCOUNTRY, INC. 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-22275090
Net assets as of the end of the plan year2025-08-22455459
Total assets as of the beginning of the plan year2025-08-22565295
Value of plan covered by a fidelity bond2025-08-22100000
Participant contributions to plan in this plan year2025-08-2275219
Other expenses paid from plan in this plan year2025-08-229740
Other income to plan in this plan year2025-08-2271094
Plan net income in this plan year2025-08-22-109836
Net assets as of the end of the plan year2025-08-22455459
Net assets as of the beginning of the plan year2025-08-22565295
Value of contributions failed to transmitted timely2025-08-2263
Employer contributions to plan in this plan year2025-08-2218941
Fees paid to broker by Benefit Provider2025-08-226585
2024 : UNITED WAY OF THE LOWCOUNTRY, INC. 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-097669
Net assets as of the end of the plan year2024-09-09565295
Total assets as of the beginning of the plan year2024-09-09397083
Value of plan covered by a fidelity bond2024-09-09100000
Participant contributions to plan in this plan year2024-09-0987950
Other expenses paid from plan in this plan year2024-09-097669
Other income to plan in this plan year2024-09-0968309
Plan net income in this plan year2024-09-09168212
Net assets as of the end of the plan year2024-09-09565295
Net assets as of the beginning of the plan year2024-09-09397083
Value of contributions failed to transmitted timely2024-09-094054
Employer contributions to plan in this plan year2024-09-0919622
Fees paid to broker by Benefit Provider2024-09-094864
2022 : UNITED WAY OF THE LOWCOUNTRY, INC. 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-25111397
Net assets as of the end of the plan year2022-04-25361795
Total assets as of the beginning of the plan year2022-04-25357836
Value of plan covered by a fidelity bond2022-04-25100000
Participant contributions to plan in this plan year2022-04-2549728
Other expenses paid from plan in this plan year2022-04-256201
Other income to plan in this plan year2022-04-2550382
Plan net income in this plan year2022-04-253959
Net assets as of the end of the plan year2022-04-25361795
Net assets as of the beginning of the plan year2022-04-25357836
Employer contributions to plan in this plan year2022-04-2515246
Fees paid to broker by Benefit Provider2022-04-254052

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