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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 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.
  • 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 PALM BEACH COUNTY INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF PALM BEACH COUNTY INC
Employer identification number (EIN):590683258
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAURIE GEORGE2024-07-16
0012022-01-01LAURIE GEORGE2023-07-27
0012021-01-01LAURIE GEORGE2022-06-14
0012020-01-01LAURIE GEORGE2021-09-27
0012019-01-01LAURIE GEORGE2020-10-12
0012018-01-01LAURIE GEORGE2019-10-10 LAURIE GEORGE2019-10-10
0012017-01-01MAURICE VANVIELD2018-10-12 MAURICE VANVIELD2018-10-12
0012016-01-01ROGER WILSON2017-06-08 ROGER WILSON2017-06-08
0012015-01-01ROGER WILSON2016-07-20 ROGER WILSON2016-07-20
0012014-01-01ROGER WILSON2015-07-28 ROGER WILSON2015-07-28
0012013-01-01MARK ERICKSON2014-07-22 MARK ERICKSON2014-07-22
0012012-01-01MARK ERICKSON2013-09-19
0012011-01-01MARK ERICKSON2012-10-16
0012010-01-01ALYSON SILVA2011-07-07 ALYSON SILVA2011-07-07

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-27229364
Net assets as of the end of the plan year2025-06-274949057
Total assets as of the beginning of the plan year2025-06-274219511
Value of plan covered by a fidelity bond2025-06-271000000
Participant contributions to plan in this plan year2025-06-27204952
Value of participant loans at end of plan year2025-06-2719137
Other contributions to plan in this plan year2025-06-270
Other income to plan in this plan year2025-06-27551623
Plan net income in this plan year2025-06-27729546
Net assets as of the end of the plan year2025-06-274949057
Net assets as of the beginning of the plan year2025-06-274219511
Employer contributions to plan in this plan year2025-06-27202335
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-2726655
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-161313763
Net assets as of the end of the plan year2024-07-164219511
Total assets as of the beginning of the plan year2024-07-164535086
Value of plan covered by a fidelity bond2024-07-161000000
Participant contributions to plan in this plan year2024-07-16191176
Value of participant loans at end of plan year2024-07-16109219
Other contributions to plan in this plan year2024-07-160
Other income to plan in this plan year2024-07-16676303
Plan net income in this plan year2024-07-16-315575
Net assets as of the end of the plan year2024-07-164219511
Net assets as of the beginning of the plan year2024-07-164535086
Employer contributions to plan in this plan year2024-07-16130709
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-1620754
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF PALM BEACH COUNTY, INC. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-06-14144586
Net assets as of the end of the plan year2022-06-145050376
Total assets as of the beginning of the plan year2022-06-144119338
Value of plan covered by a fidelity bond2022-06-141000000
Participant contributions to plan in this plan year2022-06-14177866
Value of participant loans at end of plan year2022-06-1432310
Other contributions to plan in this plan year2022-06-1416855
Other income to plan in this plan year2022-06-14670235
Plan net income in this plan year2022-06-14931038
Net assets as of the end of the plan year2022-06-145050376
Net assets as of the beginning of the plan year2022-06-144119338
Employer contributions to plan in this plan year2022-06-14210668
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-1427414

Potentially related plans

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