| Plan Name | UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNITED WAY OF LEE COUNTY, INC. |
| Employer identification number (EIN): | 591005169 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about UNITED WAY OF LEE COUNTY, INC.
| Jurisdiction of Incorporation: | Florida Department of State Division of Corporations |
| Incorporation Date: | 1963-07-08 |
| Company Identification Number: | 705860 |
| Legal Registered Office Address: |
7273 CONCOURSE DRIVE FT. MYERS 33908 |
More information about UNITED WAY OF LEE COUNTY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ||||
| 001 | 2022-01-01 | ||||
| 001 | 2021-01-01 | ||||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | ||||
| 001 | 2016-01-01 | CLIFFORD W. SMITH | 2017-06-30 | ||
| 001 | 2015-01-01 | CLIFFORD W. SMITH | 2016-06-03 | ||
| 001 | 2014-01-01 | CLIFFORD W. SMITH | 2015-03-20 | ||
| 001 | 2013-01-01 | CLIFFORD W. SMITH | 2014-07-17 | CLIFFORD W. SMITH | 2014-07-17 |
| 001 | 2012-01-01 | CLIFFORD W. SMITH | 2013-08-28 | CLIFFORD W. SMITH | 2013-08-28 |
| 001 | 2011-01-01 | CLIFFORD W. SMITH | 2012-02-27 | CLIFFORD W. SMITH | 2012-02-27 |
| 001 | 2010-01-01 | CLIFFORD W. SMITH | 2011-04-21 | CLIFFORD W. SMITH | 2011-04-21 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-25 | 437389 |
| Net assets as of the end of the plan year | 2025-07-25 | 2279831 |
| Total assets as of the beginning of the plan year | 2025-07-25 | 2016321 |
| Value of plan covered by a fidelity bond | 2025-07-25 | 250000 |
| Participant contributions to plan in this plan year | 2025-07-25 | 183248 |
| Other expenses paid from plan in this plan year | 2025-07-25 | 0 |
| Other contributions to plan in this plan year | 2025-07-25 | 46550 |
| Other income to plan in this plan year | 2025-07-25 | 263252 |
| Plan net income in this plan year | 2025-07-25 | 263510 |
| Net assets as of the end of the plan year | 2025-07-25 | 2279831 |
| Net assets as of the beginning of the plan year | 2025-07-25 | 2016321 |
| Employer contributions to plan in this plan year | 2025-07-25 | 207849 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-25 | 30063 |
| 2024 : UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-29 | 327608 |
| Net assets as of the end of the plan year | 2024-07-29 | 2016321 |
| Total assets as of the beginning of the plan year | 2024-07-29 | 1601415 |
| Value of plan covered by a fidelity bond | 2024-07-29 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-29 | 161677 |
| Other expenses paid from plan in this plan year | 2024-07-29 | 0 |
| Other contributions to plan in this plan year | 2024-07-29 | 105283 |
| Other income to plan in this plan year | 2024-07-29 | 277084 |
| Plan net income in this plan year | 2024-07-29 | 414906 |
| Net assets as of the end of the plan year | 2024-07-29 | 2016321 |
| Net assets as of the beginning of the plan year | 2024-07-29 | 1601415 |
| Employer contributions to plan in this plan year | 2024-07-29 | 198470 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-29 | 23626 |
| 2022 : UNITED WAY OF LEE COUNTY, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-06-02 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-02 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-02 | 82074 |
| Net assets as of the end of the plan year | 2022-06-02 | 1922113 |
| Total assets as of the beginning of the plan year | 2022-06-02 | 1545935 |
| Value of plan covered by a fidelity bond | 2022-06-02 | 250000 |
| Participant contributions to plan in this plan year | 2022-06-02 | 103153 |
| Other expenses paid from plan in this plan year | 2022-06-02 | 0 |
| Other contributions to plan in this plan year | 2022-06-02 | 0 |
| Other income to plan in this plan year | 2022-06-02 | 221994 |
| Plan net income in this plan year | 2022-06-02 | 376178 |
| Net assets as of the end of the plan year | 2022-06-02 | 1922113 |
| Net assets as of the beginning of the plan year | 2022-06-02 | 1545935 |
| Employer contributions to plan in this plan year | 2022-06-02 | 133105 |
| Fees paid to broker by Benefit Provider | 2022-06-02 | 2531 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-02 | 22952 |