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403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL FLORIDA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL FLORIDA, INC.
Plan identification number 003

403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL FLORIDA, 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.

401k Sponsoring company profile

UNITED WAY OF CENTRAL FLORIDA, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL FLORIDA, INC.
Employer identification number (EIN):592116280
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL FLORIDA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ALAN H TURNER II2018-06-15 ALAN H TURNER II2018-06-15
0032016-01-01ALAN H TURNER II2017-06-06 ALAN H TURNER II2017-06-06
0032015-01-01ALAN H TURNER II2016-07-13 ALAN H TURNER II2016-07-13
0032013-01-01TERRY WORTHINGTON2014-07-28 TERRY WORTHINGTON2014-07-28
0032012-01-01TERRY WORTHINGTON2013-07-19 TERRY WORTHINGTON2013-07-19
0032011-01-01TERRY WORTHINGTON2012-07-23 TERRY WORTHINGTON2012-07-23
0032010-01-01TERRY WORTHINGTON2011-06-08

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL FLORIDA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL FLORIDA, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL FLORIDA, INC. 2025 401k membership
Total number of particpants at beginning of year2025-10-1547
Total number of particpants at end of year2025-10-1558
Number of Participants With Account Balances2025-10-1553
Total number of particpants at beginning of year2025-05-0151
Total number of particpants at end of year2025-05-0150
Number of Participants With Account Balances2025-05-0142

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL FLORIDA, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL FLORIDA, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-151192629
Net assets as of the end of the plan year2025-10-152120673
Total assets as of the beginning of the plan year2025-10-152672375
Value of plan covered by a fidelity bond2025-10-15334000
Participant contributions to plan in this plan year2025-10-15141117
Other income to plan in this plan year2025-10-15298073
Plan net income in this plan year2025-10-15-551702
Net assets as of the end of the plan year2025-10-152120673
Net assets as of the beginning of the plan year2025-10-152672375
Employer contributions to plan in this plan year2025-10-15201737
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1523958
Total expenses incurred by plan in this plan year2025-05-01422766
Net assets as of the end of the plan year2025-05-012672375
Total assets as of the beginning of the plan year2025-05-012463249
Participant contributions to plan in this plan year2025-05-0186234
Other contributions to plan in this plan year2025-05-011424
Other income to plan in this plan year2025-05-01356857
Plan net income in this plan year2025-05-01209126
Net assets as of the end of the plan year2025-05-012672375
Net assets as of the beginning of the plan year2025-05-012463249
Employer contributions to plan in this plan year2025-05-01187377
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0125699

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