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UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN
Plan identification number 005

UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 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 THE BLUEGRASS INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE BLUEGRASS INC.
Employer identification number (EIN):610444679
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 THE BLUEGRASS INC. 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01KATHY GOSNELL2024-07-31
0052022-01-01MELISSA L. REYNOLDS2023-08-17
0052021-01-01STEPHEN CLARK2022-08-01
0052020-01-01STEPHEN CLARK2021-07-18 STEPHEN CLARK2021-07-18
0052019-01-01VICKI R. SEALE2020-08-03 VICKI R. SEALE2020-08-03
0052018-01-01VICKI R. SEALE2019-09-03 VICKI R. SEALE2019-09-03
0052017-01-01VICKI SEALE2018-07-24 VICKI SEALE2018-07-24
0052016-01-01VICKI SEALE2017-07-25 VICKI SEALE2017-07-25
0052015-01-01VICKI SEALE2016-07-26 VICKI SEALE2016-07-26
0052014-01-01VICKI SEALE2015-07-28 VICKI SEALE2015-07-28
0052013-01-01VICKI SEALE2014-07-25 VICKI SEALE2014-07-25
0052012-01-01VICKI SEALE2013-07-19 VICKI SEALE2013-07-19
0052011-01-01VICKI SEALE2012-07-20 VICKI SEALE2012-07-20
0052010-01-01VICKI SEALE2011-07-21 VICKI SEALE2011-07-21

Financial Data on UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN

Measure Date Value
2025 : UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-31220030
Net assets as of the end of the plan year2025-07-311523630
Total assets as of the beginning of the plan year2025-07-311392363
Value of plan covered by a fidelity bond2025-07-31500000
Participant contributions to plan in this plan year2025-07-3150129
Value of participant loans at end of plan year2025-07-315893
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-3184538
Other income to plan in this plan year2025-07-31163935
Plan net income in this plan year2025-07-31131267
Net assets as of the end of the plan year2025-07-311523630
Net assets as of the beginning of the plan year2025-07-311392363
Employer contributions to plan in this plan year2025-07-3152695
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3112513
2024 : UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-31443806
Net assets as of the end of the plan year2024-07-311392363
Total assets as of the beginning of the plan year2024-07-311567236
Value of plan covered by a fidelity bond2024-07-31500000
Participant contributions to plan in this plan year2024-07-3154227
Value of participant loans at end of plan year2024-07-3116497
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-312778
Other income to plan in this plan year2024-07-31205252
Plan net income in this plan year2024-07-31-174873
Net assets as of the end of the plan year2024-07-311392363
Net assets as of the beginning of the plan year2024-07-311567236
Employer contributions to plan in this plan year2024-07-316676
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-311907
2022 : UNITED WAY OF THE BLUEGRASS INC. 401K RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-08-010
Total expenses incurred by plan in this plan year2022-08-01264281
Net assets as of the end of the plan year2022-08-012000291
Total assets as of the beginning of the plan year2022-08-011796422
Value of plan covered by a fidelity bond2022-08-01500000
Participant contributions to plan in this plan year2022-08-0169690
Value of participant loans at end of plan year2022-08-0170863
Other contributions to plan in this plan year2022-08-012413
Other income to plan in this plan year2022-08-01313620
Plan net income in this plan year2022-08-01203869
Net assets as of the end of the plan year2022-08-012000291
Net assets as of the beginning of the plan year2022-08-011796422
Employer contributions to plan in this plan year2022-08-0182427
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-0123103

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