401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. plan

403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC.
Plan identification number	002

403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. Benefits

401k Plan Type

Defined 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 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.
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 FLORIDA, INC has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF NORTHEAST FLORIDA, INC

Employer identification number (EIN): 590637825

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF NORTHEAST FLORIDA, INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1964-12-29

Company Identification Number: 708312

Legal Registered Office Address: 40 East Adams Street

JACKSONVILLE

32202

More information about UNITED WAY OF NORTHEAST FLORIDA, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 OLGA MENDOZA 2024-07-31
002 2022-01-01 ROBIN ABBOTT 2023-06-15
002 2021-01-01 ROBIN ABBOTT 2022-05-27 ROBIN ABBOTT 2022-05-27
002 2020-01-01 ROBIN ABBOTT 2021-05-20
002 2019-01-01 RICHARD BUTCHER 2020-07-15
002 2018-01-01 RICHARD BUTCHER 2019-10-14
002 2017-01-01 PATRICIA KILGORE 2018-10-10 PATRICIA KILGORE 2018-10-10
002 2016-01-01 PATRICIA KILGORE 2017-10-12 PATRICIA KILGORE 2017-10-12
002 2015-01-01 PATRICIA KILGORE 2016-10-14 PATRICIA KILGORE 2016-10-14
002 2014-01-01 PATRICIA KILGORE 2015-07-30 PATRICIA KILGORE 2015-07-30
002 2013-01-01 PATRICIA KILGORE 2014-07-29 PATRICIA KILGORE 2014-07-29
002 2012-01-01 PATRICIA KILGORE 2013-07-26 PATRICIA KILGORE 2013-07-26
002 2011-01-01 PATRICIA KILGORE 2012-07-11 PATRICIA KILGORE 2012-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	OLGA MENDOZA	2024-07-31
002	2022-01-01	ROBIN ABBOTT	2023-06-15
002	2021-01-01	ROBIN ABBOTT	2022-05-27	ROBIN ABBOTT	2022-05-27
002	2020-01-01	ROBIN ABBOTT	2021-05-20
002	2019-01-01	RICHARD BUTCHER	2020-07-15
002	2018-01-01	RICHARD BUTCHER	2019-10-14
002	2017-01-01	PATRICIA KILGORE	2018-10-10	PATRICIA KILGORE	2018-10-10
002	2016-01-01	PATRICIA KILGORE	2017-10-12	PATRICIA KILGORE	2017-10-12
002	2015-01-01	PATRICIA KILGORE	2016-10-14	PATRICIA KILGORE	2016-10-14
002	2014-01-01	PATRICIA KILGORE	2015-07-30	PATRICIA KILGORE	2015-07-30
002	2013-01-01	PATRICIA KILGORE	2014-07-29	PATRICIA KILGORE	2014-07-29
002	2012-01-01	PATRICIA KILGORE	2013-07-26	PATRICIA KILGORE	2013-07-26
002	2011-01-01	PATRICIA KILGORE	2012-07-11	PATRICIA KILGORE	2012-07-11

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC.

Measure	Date	Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-07-24	859843
Net assets as of the end of the plan year	2025-07-24	6771109
Total assets as of the beginning of the plan year	2025-07-24	6411063
Value of plan covered by a fidelity bond	2025-07-24	500000
Participant contributions to plan in this plan year	2025-07-24	162294
Value of participant loans at end of plan year	2025-07-24	74007
Other expenses paid from plan in this plan year	2025-07-24	0
Other contributions to plan in this plan year	2025-07-24	137005
Other income to plan in this plan year	2025-07-24	832176
Plan net income in this plan year	2025-07-24	360046
Net assets as of the end of the plan year	2025-07-24	6771109
Net assets as of the beginning of the plan year	2025-07-24	6411063
Employer contributions to plan in this plan year	2025-07-24	88414
Fees paid to broker by Benefit Provider	2025-07-24	865
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-24	628
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-07-31	547560
Net assets as of the end of the plan year	2024-07-31	6411063
Total assets as of the beginning of the plan year	2024-07-31	5639577
Value of plan covered by a fidelity bond	2024-07-31	500000
Participant contributions to plan in this plan year	2024-07-31	115408
Value of participant loans at end of plan year	2024-07-31	28255
Other expenses paid from plan in this plan year	2024-07-31	306
Other contributions to plan in this plan year	2024-07-31	294217
Other income to plan in this plan year	2024-07-31	827501
Plan net income in this plan year	2024-07-31	771486
Net assets as of the end of the plan year	2024-07-31	6411063
Net assets as of the beginning of the plan year	2024-07-31	5639577
Employer contributions to plan in this plan year	2024-07-31	81920
Fees paid to broker by Benefit Provider	2024-07-31	1339
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-31	0
2022 : 403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2022 401k financial data
Total transfers to/from plan in this plan year	2022-05-27	0
Total liabilities as of the end of the plan year	2022-05-27	0
Total liabilities as of the beginning of the plan year	2022-05-27	0
Total expenses incurred by plan in this plan year	2022-05-27	723982
Net assets as of the end of the plan year	2022-05-27	6452418
Total assets as of the beginning of the plan year	2022-05-27	5866536
Value of plan covered by a fidelity bond	2022-05-27	500000
Participant contributions to plan in this plan year	2022-05-27	210503
Value of participant loans at end of plan year	2022-05-27	23297
Other expenses paid from plan in this plan year	2022-05-27	439
Other contributions to plan in this plan year	2022-05-27	165801
Other income to plan in this plan year	2022-05-27	825957
Plan net income in this plan year	2022-05-27	585882
Net assets as of the end of the plan year	2022-05-27	6452418
Net assets as of the beginning of the plan year	2022-05-27	5866536
Employer contributions to plan in this plan year	2022-05-27	107603
Fees paid to broker by Benefit Provider	2022-05-27	3614

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Company Name:	UNITED WAY OF NORTHEAST FLORIDA, INC
Employer identification number (EIN):	590637825
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1964-12-29
Company Identification Number:	708312
Legal Registered Office Address:	40 East Adams Street JACKSONVILLE 32202