?>
Logo

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 CSRA has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE CSRA
Employer identification number (EIN):580566155
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01KENYA EDWARDS JONES2024-09-26
0032022-01-01KENYA EDWARDS JONES2023-10-16
0032020-01-01KENYA EDWARDS JONES2021-10-11
0032019-01-01KENYA EDWARDS JONES2020-07-20
0032018-01-01KENYA EDWARDS JONES2019-05-14
0032017-01-01KENYA JONES2018-09-21 KENYA JONES2018-09-21
0032016-01-01KENYA E. JONES2018-09-21 KENYA E. JONES2018-09-21
0032015-01-01KENYA E. JONES2016-06-27 KENYA E. JONES2016-06-27
0032014-01-01KENYA E. JONES2015-07-01 KENYA E. JONES2015-07-01
0032013-01-01KENYA E. JONES2014-07-10 KENYA E. JONES2014-07-10
0032012-01-01KENYA E. JONES2014-01-08 KENYA E. JONES2014-01-08
0032011-01-01KENYA E. JONES2014-01-08 KENYA E. JONES2014-01-08
0032010-01-01KENYA JONES2011-10-17

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA 2025 401k membership
Total number of particpants at beginning of year2025-07-3017
Total number of particpants at end of year2025-07-3017
Number of Participants With Account Balances2025-07-3016
2024: TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA 2024 401k membership
Total number of particpants at beginning of year2024-09-2618
Total number of particpants at end of year2024-09-2617
Number of Participants With Account Balances2024-09-2616

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-30192641
Net assets as of the end of the plan year2025-07-30725849
Total assets as of the beginning of the plan year2025-07-30829205
Value of plan covered by a fidelity bond2025-07-30100000
Participant contributions to plan in this plan year2025-07-3017795
Value of participant loans at end of plan year2025-07-309552
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3071490
Plan net income in this plan year2025-07-30-103356
Net assets as of the end of the plan year2025-07-30725849
Net assets as of the beginning of the plan year2025-07-30829205
Employer contributions to plan in this plan year2025-07-300
Fees paid to broker by Benefit Provider2025-07-3097
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3068
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE CSRA 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-260
Total liabilities as of the end of the plan year2024-09-260
Total liabilities as of the beginning of the plan year2024-09-260
Total expenses incurred by plan in this plan year2024-09-2625290
Net assets as of the end of the plan year2024-09-26829205
Total assets as of the beginning of the plan year2024-09-26758521
Value of plan covered by a fidelity bond2024-09-26100000
Participant contributions to plan in this plan year2024-09-2619905
Other expenses paid from plan in this plan year2024-09-260
Other contributions to plan in this plan year2024-09-260
Other income to plan in this plan year2024-09-2676069
Plan net income in this plan year2024-09-2670684
Net assets as of the end of the plan year2024-09-26829205
Net assets as of the beginning of the plan year2024-09-26758521
Employer contributions to plan in this plan year2024-09-260
Fees paid to broker by Benefit Provider2024-09-2622
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2624

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3