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403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA
Plan identification number 001

403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA 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.
  • 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

UNITED WAY OF NORTHEAST GEORGIA INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF NORTHEAST GEORGIA INC
Employer identification number (EIN):586008133
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 UNITED WAY OF NORTHEAST GEORGIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SETH ROBISON2024-05-21
0012022-01-01SETH ROBISON2024-01-30
0012022-01-01SETH ROBISON2024-05-21
0012021-01-01SETH ROBISON2022-09-07
0012020-01-01SETH ROBISON2021-10-18

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA 2025 401k membership
Total number of particpants at beginning of year2025-08-066
Total number of particpants at end of year2025-08-066
Number of Participants With Account Balances2025-08-066
2024: 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA 2024 401k membership
Total number of particpants at beginning of year2024-05-216
Total number of particpants at end of year2024-05-216
Number of Participants With Account Balances2024-05-216

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-0684434
Net assets as of the end of the plan year2025-08-06103794
Total assets as of the beginning of the plan year2025-08-06155402
Value of plan covered by a fidelity bond2025-08-06125000
Participant contributions to plan in this plan year2025-08-0612563
Other income to plan in this plan year2025-08-0612060
Plan net income in this plan year2025-08-06-51608
Net assets as of the end of the plan year2025-08-06103794
Net assets as of the beginning of the plan year2025-08-06155402
Employer contributions to plan in this plan year2025-08-068203
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST GEORGIA 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-210
Total liabilities as of the end of the plan year2024-05-210
Total liabilities as of the beginning of the plan year2024-05-210
Total expenses incurred by plan in this plan year2024-05-210
Net assets as of the end of the plan year2024-05-21155402
Total assets as of the beginning of the plan year2024-05-21111091
Value of plan covered by a fidelity bond2024-05-21125000
Participant contributions to plan in this plan year2024-05-2114271
Other expenses paid from plan in this plan year2024-05-210
Other contributions to plan in this plan year2024-05-210
Other income to plan in this plan year2024-05-2121087
Plan net income in this plan year2024-05-2144311
Net assets as of the end of the plan year2024-05-21155402
Net assets as of the beginning of the plan year2024-05-21111091
Employer contributions to plan in this plan year2024-05-218953
Fees paid to broker by Benefit Provider2024-05-2133
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-210

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