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TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC.
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. 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 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.

401k Sponsoring company profile

TOWN OF PALM BEACH UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:TOWN OF PALM BEACH UNITED WAY, INC.
Employer identification number (EIN):590637885
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about TOWN OF PALM BEACH UNITED WAY, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1966-05-05
Company Identification Number: 710843
Legal Registered Office Address: 44 COCOANUT ROW, #M201

PALM BEACH

33480

More information about TOWN OF PALM BEACH UNITED WAY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01BETH WALTON2023-06-22
0042021-01-01BETH WALTON2022-06-30
0042020-01-01BETH WALTON2021-07-06
0042019-01-01BETH WALTON2020-10-15
0042018-01-01BETH WALTON2019-08-30
0042017-01-01BETH WALTON2019-03-13
0042016-01-01BETH WALTON2017-11-29
0042015-10-16THEMIS QUIROS2016-05-10 THEMIS QUIROS2016-05-10
0042015-01-01THEMIS QUIROS2016-02-02
0042014-01-01THEMIS M QUIROS2015-07-08 THEMIS M QUIROS2015-07-08
0042013-01-01THEMIS M QUIROS2014-10-06 THEMIS M QUIROS2014-10-06
0042012-01-01THEMIS QUIROS2013-05-14 THEMIS QUIROS2013-05-14
0042011-01-01THEMIS M QUIROS2012-07-02 THEMIS M QUIORS2012-07-02
0042010-01-01THEMIS M QUIROS2011-06-29 THEMIS M QUIROS2011-06-29

Financial Data on TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-0542361
Net assets as of the end of the plan year2025-09-052762870
Total assets as of the beginning of the plan year2025-09-052453158
Value of plan covered by a fidelity bond2025-09-05124197
Participant contributions to plan in this plan year2025-09-0526399
Value of participant loans at end of plan year2025-09-0511960
Other expenses paid from plan in this plan year2025-09-0521174
Other income to plan in this plan year2025-09-05264478
Plan net income in this plan year2025-09-05309712
Net assets as of the end of the plan year2025-09-052762870
Net assets as of the beginning of the plan year2025-09-052453158
Employer contributions to plan in this plan year2025-09-0561196
2024 : TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-2538287
Net assets as of the end of the plan year2024-11-252453158
Total assets as of the beginning of the plan year2024-11-252144169
Value of plan covered by a fidelity bond2024-11-25124197
Participant contributions to plan in this plan year2024-11-2525412
Value of participant loans at end of plan year2024-11-2518959
Other expenses paid from plan in this plan year2024-11-2518805
Other income to plan in this plan year2024-11-25263630
Plan net income in this plan year2024-11-25308989
Net assets as of the end of the plan year2024-11-252453158
Net assets as of the beginning of the plan year2024-11-252144169
Employer contributions to plan in this plan year2024-11-2558234
2022 : TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-3018146
Net assets as of the end of the plan year2022-06-302378279
Total assets as of the beginning of the plan year2022-06-302079337
Value of plan covered by a fidelity bond2022-06-30124197
Participant contributions to plan in this plan year2022-06-3022959
Value of participant loans at end of plan year2022-06-3030481
Other income to plan in this plan year2022-06-30242209
Plan net income in this plan year2022-06-30298942
Net assets as of the end of the plan year2022-06-302378279
Net assets as of the beginning of the plan year2022-06-302079337
Employer contributions to plan in this plan year2022-06-3051920
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-3018146

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