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403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC.
Plan identification number 001

403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC. 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.
  • 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

THE URBAN LEAGUE OF THE UPSTATE, IN C. has sponsored the creation of one or more 401k plans.

Company Name:THE URBAN LEAGUE OF THE UPSTATE, IN C.
Employer identification number (EIN):570541039
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KIMBERLY ARNOLD2024-09-25
0012022-01-01PATRICIA MCNEIL2023-08-16
0012021-01-01PATRICIA MCNEIL2022-12-16
0012020-01-01PATRICIA MCNEIL2021-07-29
0012019-01-01PATRICIA MCNEIL2020-07-31
0012018-01-01PATRICIA MCNEIL2019-07-19
0012017-01-01DIANE MCNEIL2018-07-25 DIANE MCNEIL2018-07-25
0012016-01-01DIANE MCNIEL2017-07-24 DIANE MCNIEL2017-07-24
0012015-01-01DIANE MCNEIL2016-03-24 DIANE MCNEIL2016-03-24
0012014-01-01DIANE MCNIEL2015-05-28 DIANE MCNIEL2015-05-28
0012013-01-01DIANE MCNIEL2014-06-24 DIANE MCNIEL2014-06-24
0012012-01-01DIANE MARTIN2013-05-30 DIANE MARTIN2013-05-30
0012011-01-01CAROL MARTIN2012-07-19 CAROL MARTIN2012-07-19
0012010-01-01CAROL MARTIN2011-06-29 CAROL MARTIN2011-06-29

Plan Statistics for 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC. 2025 401k membership
Total number of particpants at beginning of year2025-09-2420
Total number of particpants at end of year2025-09-2419
Number of Participants With Account Balances2025-09-2418
2024: 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC. 2024 401k membership
Total number of particpants at beginning of year2024-09-2521
Total number of particpants at end of year2024-09-2520
Number of Participants With Account Balances2024-09-2520
2022: 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC. 2022 401k membership
Total number of particpants at beginning of year2022-12-1624
Total number of particpants at end of year2022-12-1621
Number of Participants With Account Balances2022-12-1621

Financial Data on 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-240
Total liabilities as of the end of the plan year2025-09-240
Total liabilities as of the beginning of the plan year2025-09-240
Total expenses incurred by plan in this plan year2025-09-24142764
Net assets as of the end of the plan year2025-09-24246999
Total assets as of the beginning of the plan year2025-09-24340606
Value of plan covered by a fidelity bond2025-09-24100000
Participant contributions to plan in this plan year2025-09-2410258
Other expenses paid from plan in this plan year2025-09-240
Other contributions to plan in this plan year2025-09-240
Other income to plan in this plan year2025-09-2422211
Plan net income in this plan year2025-09-24-93607
Net assets as of the end of the plan year2025-09-24246999
Net assets as of the beginning of the plan year2025-09-24340606
Employer contributions to plan in this plan year2025-09-2416688
Fees paid to broker by Benefit Provider2025-09-24133
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-24238
2024 : 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-250
Total liabilities as of the end of the plan year2024-09-250
Total liabilities as of the beginning of the plan year2024-09-250
Total expenses incurred by plan in this plan year2024-09-2538687
Net assets as of the end of the plan year2024-09-25340606
Total assets as of the beginning of the plan year2024-09-25326727
Value of plan covered by a fidelity bond2024-09-25100000
Participant contributions to plan in this plan year2024-09-258667
Other expenses paid from plan in this plan year2024-09-250
Other contributions to plan in this plan year2024-09-250
Other income to plan in this plan year2024-09-2523461
Plan net income in this plan year2024-09-2513879
Net assets as of the end of the plan year2024-09-25340606
Net assets as of the beginning of the plan year2024-09-25326727
Employer contributions to plan in this plan year2024-09-2520438
Fees paid to broker by Benefit Provider2024-09-2540
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-25109
2022 : 403(B) THRIFT PLAN OF THE URBAN LEAGUE OF THE UPSTATE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-12-160
Total liabilities as of the end of the plan year2022-12-160
Total liabilities as of the beginning of the plan year2022-12-160
Total expenses incurred by plan in this plan year2022-12-16105042
Net assets as of the end of the plan year2022-12-16439948
Total assets as of the beginning of the plan year2022-12-16451898
Value of plan covered by a fidelity bond2022-12-16100000
Participant contributions to plan in this plan year2022-12-1619391
Other expenses paid from plan in this plan year2022-12-16365
Other contributions to plan in this plan year2022-12-160
Other income to plan in this plan year2022-12-1648564
Plan net income in this plan year2022-12-16-11950
Net assets as of the end of the plan year2022-12-16439948
Net assets as of the beginning of the plan year2022-12-16451898
Employer contributions to plan in this plan year2022-12-1625137
Fees paid to broker by Benefit Provider2022-12-16103

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