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EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY
Plan identification number 003

EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY 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.

401k Sponsoring company profile

UNITED WAY OF CHATTAHOOCHEE VALLEY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CHATTAHOOCHEE VALLEY
Employer identification number (EIN):580572434
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01ALEX HINTON2024-06-07 ALEX HINTON2024-06-07
0032022-01-01ERIKA COTTINGHAM2023-06-14 ERIKA COTTINGHAM2023-06-14
0032021-01-01ERIKA COTTINGHAM2022-06-21 ERIKA COTTINGHAM2022-06-21
0032020-01-01BEN MOSER2021-08-24 BEN MOSER2021-08-24
0032019-01-01BEN MOSER2020-07-28 BEN MOSER2020-07-28
0032018-01-01SCOTT FERGUSON2019-07-02 SCOTT FERGUSON2019-07-02
0032017-01-01SCOTT FERGUSON2018-07-02 SCOTT FERGUSON2018-07-02
0032016-01-01SCOTT FERGUSON2017-07-05
0032015-01-01SCOTT FERGUSON2016-07-28
0032014-01-01SCOTT FERGUSON2015-06-26
0032013-01-01SCOTT FERGUSON2014-06-19
0032012-01-01SCOTT FERGUSON2013-07-24
0032011-01-01SCOTT FERGUSON2012-07-16
0032010-01-01SCOTT FERGUSON2011-07-20

Financial Data on EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-3149164
Net assets as of the end of the plan year2025-07-312015250
Total assets as of the beginning of the plan year2025-07-311581625
Value of plan covered by a fidelity bond2025-07-31200000
Participant contributions to plan in this plan year2025-07-3170552
Value of participant loans at end of plan year2025-07-3121217
Other expenses paid from plan in this plan year2025-07-31502
Other contributions to plan in this plan year2025-07-3152645
Other income to plan in this plan year2025-07-31235230
Plan net income in this plan year2025-07-31433625
Net assets as of the end of the plan year2025-07-312015250
Net assets as of the beginning of the plan year2025-07-311581625
Employer contributions to plan in this plan year2025-07-31124362
2024 : EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-07157644
Net assets as of the end of the plan year2024-06-071581625
Total assets as of the beginning of the plan year2024-06-071330027
Value of plan covered by a fidelity bond2024-06-07200000
Participant contributions to plan in this plan year2024-06-0777106
Other expenses paid from plan in this plan year2024-06-07373
Other contributions to plan in this plan year2024-06-077004
Other income to plan in this plan year2024-06-07218941
Plan net income in this plan year2024-06-07251598
Net assets as of the end of the plan year2024-06-071581625
Net assets as of the beginning of the plan year2024-06-071330027
Employer contributions to plan in this plan year2024-06-07106191
2022 : EMPLOYEE BENEFIT PLAN OF THE UNITED WAY OF CHATTAHOOCHEE VALLEY 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-28400
Net assets as of the end of the plan year2022-06-281838613
Total assets as of the beginning of the plan year2022-06-281429745
Value of plan covered by a fidelity bond2022-06-28150000
Participant contributions to plan in this plan year2022-06-2872233
Value of participant loans at end of plan year2022-06-2825937
Other expenses paid from plan in this plan year2022-06-28400
Other income to plan in this plan year2022-06-28263169
Plan net income in this plan year2022-06-28408868
Net assets as of the end of the plan year2022-06-281838613
Net assets as of the beginning of the plan year2022-06-281429745
Employer contributions to plan in this plan year2022-06-2873866
Fees paid to broker by Benefit Provider2022-06-28521

Potentially related plans

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