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UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameUNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 LAKE AND SUMTER COUNT IES, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF LAKE AND SUMTER COUNT IES, INC.
Employer identification number (EIN):591143758
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRIS HORNE2024-07-23
0012022-01-01CHRIS HORNE2023-09-06
0012021-01-01CATHY BICKNELL2023-08-25
0012020-01-01CATHY BICKNELL2021-10-13
0012019-07-01CATHY BICKNELL2020-09-02
0012018-01-01ALAN HOLDEN2019-03-04
0012017-01-01ALAN HOLDEN2018-04-30

Financial Data on UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-186227
Net assets as of the end of the plan year2025-07-1893078
Total assets as of the beginning of the plan year2025-07-1850591
Value of plan covered by a fidelity bond2025-07-1810000
Participant contributions to plan in this plan year2025-07-1820849
Value of participant loans at end of plan year2025-07-181601
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-187908
Plan net income in this plan year2025-07-1842487
Net assets as of the end of the plan year2025-07-1893078
Net assets as of the beginning of the plan year2025-07-1850591
Value of contributions failed to transmitted timely2025-07-180
Employer contributions to plan in this plan year2025-07-1819957
Fees paid to broker by Benefit Provider2025-07-180
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18467
2024 : UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-2318291
Net assets as of the end of the plan year2024-07-2350591
Total assets as of the beginning of the plan year2024-07-2340798
Value of plan covered by a fidelity bond2024-07-2310000
Participant contributions to plan in this plan year2024-07-2313504
Value of participant loans at end of plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-237493
Plan net income in this plan year2024-07-239793
Net assets as of the end of the plan year2024-07-2350591
Net assets as of the beginning of the plan year2024-07-2340798
Value of contributions failed to transmitted timely2024-07-230
Employer contributions to plan in this plan year2024-07-237087
Fees paid to broker by Benefit Provider2024-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-23234
2023 : UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data
Total expenses incurred by plan in this plan year2023-08-25655
Net assets as of the end of the plan year2023-08-2529463
Total assets as of the beginning of the plan year2023-08-2518970
Value of plan covered by a fidelity bond2023-08-252000
Participant contributions to plan in this plan year2023-08-258790
Other income to plan in this plan year2023-08-252301
Plan net income in this plan year2023-08-2510493
Net assets as of the end of the plan year2023-08-2529463
Net assets as of the beginning of the plan year2023-08-2518970
Employer contributions to plan in this plan year2023-08-2557
Expensese paid to adminstrative service provicers from plan in this plan year2023-08-25181

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