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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL GEORGIA, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL GEORGIA, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL GEORGIA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 CENTRAL GEORGIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL GEORGIA, INC.
Employer identification number (EIN):580639811
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL GEORGIA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01GEORGE MCCANLESS2024-10-14
0012022-01-01GEORGE MCCANLESS2023-10-04
0012021-01-01GEORGE MCCANLESS2022-10-08
0012020-01-01GEORGE MCCANLESS2021-10-13
0012020-01-01GEORGE MCCANLESS2022-10-08
0012019-01-01GEORGE MCCANLESS2021-05-07
0012018-01-01GEORGE MCCANLESS2019-07-30
0012017-01-01GEORGE MCCANLESS2018-10-18 GEORGE MCCANLESS2018-10-18
0012016-01-01GEORGE MCCANLESS2018-10-18 GEORGE MCCANLESS2018-10-18
0012015-01-01GEORGE MCCANLESS2016-08-01 GEORGE MCCANLESS2016-08-01
0012014-01-01GEORGE MCCANLESS2015-09-30 GEORGE MCCANLESS2015-09-30
0012013-01-01ROBERT B. EDWARDS, JR.2014-10-13
0012011-01-01ROBERT EDWARDS2012-07-25
0012010-01-01ROBERT EDWARDS2011-07-28

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL GEORGIA, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL GEORGIA, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0721050
Net assets as of the end of the plan year2025-10-072323099
Total assets as of the beginning of the plan year2025-10-071998169
Value of plan covered by a fidelity bond2025-10-07300000
Participant contributions to plan in this plan year2025-10-0725660
Value of participant loans at end of plan year2025-10-0720968
Other income to plan in this plan year2025-10-07180299
Plan net income in this plan year2025-10-07324930
Net assets as of the end of the plan year2025-10-072323099
Net assets as of the beginning of the plan year2025-10-071998169
Value of contributions failed to transmitted timely2025-10-075985
Employer contributions to plan in this plan year2025-10-07140021
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0715833
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL GEORGIA, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-1433096
Net assets as of the end of the plan year2024-10-141998169
Total assets as of the beginning of the plan year2024-10-141647173
Value of plan covered by a fidelity bond2024-10-14300000
Participant contributions to plan in this plan year2024-10-1425432
Value of participant loans at end of plan year2024-10-1424910
Other income to plan in this plan year2024-10-14233518
Plan net income in this plan year2024-10-14350996
Net assets as of the end of the plan year2024-10-141998169
Net assets as of the beginning of the plan year2024-10-141647173
Value of contributions failed to transmitted timely2024-10-145985
Employer contributions to plan in this plan year2024-10-14125142
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1411285
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL GEORGIA, INC. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0850433
Net assets as of the end of the plan year2022-10-082062799
Total assets as of the beginning of the plan year2022-10-081793158
Value of plan covered by a fidelity bond2022-10-08300000
Participant contributions to plan in this plan year2022-10-0823317
Value of participant loans at end of plan year2022-10-082000
Other income to plan in this plan year2022-10-08190584
Plan net income in this plan year2022-10-08269641
Net assets as of the end of the plan year2022-10-082062799
Net assets as of the beginning of the plan year2022-10-081793158
Value of contributions failed to transmitted timely2022-10-086190
Employer contributions to plan in this plan year2022-10-08106173

Potentially related plans

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