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DEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY 401k Plan overview

Plan NameDEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY
Plan identification number 001

DEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY 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.
  • 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 SOUTHERN KENTUCKY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF SOUTHERN KENTUCKY, INC.
Employer identification number (EIN):610590564
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DEBBIE HILLS2024-07-26 DEBBIE HILLS2024-07-26
0012022-01-01DEBORAH HILLS2023-09-27 DEBORAH HILLS2023-09-27
0012021-01-01DEBBIE HILLS2022-07-28 DEBBIE HILLS2022-07-28
0012020-01-01DEBBIE HILLS2021-07-07 DEBBIE HILLS2021-07-07
0012019-01-01DEBBIE HILLS2020-07-08 DEBBIE HILLS2020-07-08
0012018-01-01DEBBIE HILLS2019-06-25 DEBBIE HILLS2019-06-25
0012017-01-01DEBBIE HILLS2018-08-20 DEBBIE HILLS2018-08-20
0012016-01-01DEBBIE HILLS2017-07-21 DEBBIE HILLS2017-07-21
0012015-01-01DEBBIE HILLS2016-07-26 DEBBIE HILLS2016-07-26
0012014-01-01STEVE WALLACE2015-07-17 STEVE WALLACE2015-07-17
0012013-01-01STEVE WALLACE2014-07-22 STEVE WALLACE2014-07-22
0012012-01-01STEVE WALLACE2013-07-29 STEVE WALLACE2013-07-29
0012011-01-01DEBBIE HILLS2012-07-27 DEBBIE HILLS2012-07-27
0012010-01-01DOUGLAS EBERHART2011-06-02
0012009-01-01DOUG EBERHART

Financial Data on DEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY

Measure Date Value
2025 : DEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-29304627
Net assets as of the end of the plan year2025-07-29451765
Total assets as of the beginning of the plan year2025-07-29653919
Value of plan covered by a fidelity bond2025-07-29500000
Other income to plan in this plan year2025-07-2978251
Plan net income in this plan year2025-07-29-202154
Net assets as of the end of the plan year2025-07-29451765
Net assets as of the beginning of the plan year2025-07-29653919
Employer contributions to plan in this plan year2025-07-2924222
Fees paid to broker by Benefit Provider2025-07-2912
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-29148
2024 : DEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-267476
Net assets as of the end of the plan year2024-07-26653919
Total assets as of the beginning of the plan year2024-07-26547782
Value of plan covered by a fidelity bond2024-07-26500000
Other income to plan in this plan year2024-07-2688024
Plan net income in this plan year2024-07-26106137
Net assets as of the end of the plan year2024-07-26653919
Net assets as of the beginning of the plan year2024-07-26547782
Employer contributions to plan in this plan year2024-07-2625589
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2689
2022 : DEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-2811760
Net assets as of the end of the plan year2022-07-28674908
Total assets as of the beginning of the plan year2022-07-28545806
Value of plan covered by a fidelity bond2022-07-28500000
Other income to plan in this plan year2022-07-28114945
Plan net income in this plan year2022-07-28129102
Net assets as of the end of the plan year2022-07-28674908
Net assets as of the beginning of the plan year2022-07-28545806
Employer contributions to plan in this plan year2022-07-2825917
Fees paid to broker by Benefit Provider2022-07-28118
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-28144

Form 5500 Responses for DEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY

2009: DEFINED CONTRIBUTION PLAN OF UNITED WAY OF SOUTHERN KENTUCKY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

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