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UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA 401k Plan overview

Plan NameUNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA
Plan identification number 002

UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA 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.
  • 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 ESCAMBIA COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF ESCAMBIA COUNTY
Employer identification number (EIN):590651076
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ERISA FIDUCIARY SERVICES2023-04-07
0022021-01-01TOM HILTON2022-07-25 TOM HILTON2022-07-25
0022020-01-01TOM HILTON2021-07-02 TOM HILTON2021-07-02
0022019-01-01TOM HILTON2020-07-22
0022018-01-01TOM HILTON2019-07-05 TOM HILTON2019-07-05
0022017-01-01TOM HILTON2018-07-20 TOM HILTON2018-07-20
0022016-01-01TOM HILTON2018-11-01 TOM HILTON2018-11-01
0022015-01-01TOM HILTON2016-07-15 TOM HILTON2016-07-15
0022014-01-01TOM HILTON2015-04-21 TOM HILTON2015-04-21
0022013-01-01TOM HILTON2014-10-09
0022012-01-01TOM HILTON2014-11-07 TOM HILTON2014-11-07
0022011-01-01TOM HILTON2012-07-24
0022009-01-01TOM HILTON

Plan Statistics for UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA

401k plan membership statisitcs for UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA

Measure Date Value
2009: UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA 2009 401k membership
Total participants, beginning-of-year2009-01-013
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-012
Total participants2009-01-012
Number of participants with account balances2009-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Form 5500 Responses for UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA

2009: UNITED WAY OF ESCAMBIA COUNTY EMPLOYEE BENEFIT PLAN TDA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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