| Plan Name | TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2023-01-01 | ||||
| 004 | 2022-01-01 | BETH WALTON | 2023-06-22 | ||
| 004 | 2021-01-01 | BETH WALTON | 2022-06-30 | ||
| 004 | 2020-01-01 | BETH WALTON | 2021-07-06 | ||
| 004 | 2019-01-01 | BETH WALTON | 2020-10-15 | ||
| 004 | 2018-01-01 | BETH WALTON | 2019-08-30 | ||
| 004 | 2017-01-01 | BETH WALTON | 2019-03-13 | ||
| 004 | 2016-01-01 | BETH WALTON | 2017-11-29 | ||
| 004 | 2015-10-16 | THEMIS QUIROS | 2016-05-10 | THEMIS QUIROS | 2016-05-10 |
| 004 | 2015-01-01 | THEMIS QUIROS | 2016-02-02 | ||
| 004 | 2014-01-01 | THEMIS M QUIROS | 2015-07-08 | THEMIS M QUIROS | 2015-07-08 |
| 004 | 2013-01-01 | THEMIS M QUIROS | 2014-10-06 | THEMIS M QUIROS | 2014-10-06 |
| 004 | 2012-01-01 | THEMIS QUIROS | 2013-05-14 | THEMIS QUIROS | 2013-05-14 |
| 004 | 2011-01-01 | THEMIS M QUIROS | 2012-07-02 | THEMIS M QUIORS | 2012-07-02 |
| 004 | 2010-01-01 | THEMIS M QUIROS | 2011-06-29 | THEMIS M QUIROS | 2011-06-29 |
| 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 year | 2025-09-05 | 42361 |
| Net assets as of the end of the plan year | 2025-09-05 | 2762870 |
| Total assets as of the beginning of the plan year | 2025-09-05 | 2453158 |
| Value of plan covered by a fidelity bond | 2025-09-05 | 124197 |
| Participant contributions to plan in this plan year | 2025-09-05 | 26399 |
| Value of participant loans at end of plan year | 2025-09-05 | 11960 |
| Other expenses paid from plan in this plan year | 2025-09-05 | 21174 |
| Other income to plan in this plan year | 2025-09-05 | 264478 |
| Plan net income in this plan year | 2025-09-05 | 309712 |
| Net assets as of the end of the plan year | 2025-09-05 | 2762870 |
| Net assets as of the beginning of the plan year | 2025-09-05 | 2453158 |
| Employer contributions to plan in this plan year | 2025-09-05 | 61196 |
| 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 year | 2024-11-25 | 38287 |
| Net assets as of the end of the plan year | 2024-11-25 | 2453158 |
| Total assets as of the beginning of the plan year | 2024-11-25 | 2144169 |
| Value of plan covered by a fidelity bond | 2024-11-25 | 124197 |
| Participant contributions to plan in this plan year | 2024-11-25 | 25412 |
| Value of participant loans at end of plan year | 2024-11-25 | 18959 |
| Other expenses paid from plan in this plan year | 2024-11-25 | 18805 |
| Other income to plan in this plan year | 2024-11-25 | 263630 |
| Plan net income in this plan year | 2024-11-25 | 308989 |
| Net assets as of the end of the plan year | 2024-11-25 | 2453158 |
| Net assets as of the beginning of the plan year | 2024-11-25 | 2144169 |
| Employer contributions to plan in this plan year | 2024-11-25 | 58234 |
| 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 year | 2022-06-30 | 18146 |
| Net assets as of the end of the plan year | 2022-06-30 | 2378279 |
| Total assets as of the beginning of the plan year | 2022-06-30 | 2079337 |
| Value of plan covered by a fidelity bond | 2022-06-30 | 124197 |
| Participant contributions to plan in this plan year | 2022-06-30 | 22959 |
| Value of participant loans at end of plan year | 2022-06-30 | 30481 |
| Other income to plan in this plan year | 2022-06-30 | 242209 |
| Plan net income in this plan year | 2022-06-30 | 298942 |
| Net assets as of the end of the plan year | 2022-06-30 | 2378279 |
| Net assets as of the beginning of the plan year | 2022-06-30 | 2079337 |
| Employer contributions to plan in this plan year | 2022-06-30 | 51920 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-30 | 18146 |