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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, 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 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 GREATER KNOXVILLE, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER KNOXVILLE, INC.
Employer identification number (EIN):620475748
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01TINA DELL2024-09-19
0032022-01-01TINA DELL2023-07-13
0032021-01-01BLAKE VALENTINE2022-04-22
0032020-01-01BLAKE VALENTINE2021-03-02
0032019-01-01BLAKE VALENTINE2020-06-17

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC.

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-19497444
Net assets as of the end of the plan year2024-09-191839147
Total assets as of the beginning of the plan year2024-09-191695938
Value of plan covered by a fidelity bond2024-09-191000000
Participant contributions to plan in this plan year2024-09-19146979
Other contributions to plan in this plan year2024-09-19400
Other income to plan in this plan year2024-09-19224648
Plan net income in this plan year2024-09-19143209
Net assets as of the end of the plan year2024-09-191839147
Net assets as of the beginning of the plan year2024-09-191695938
Employer contributions to plan in this plan year2024-09-19268626
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-19284
2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF GREATER KNOXVILLE, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-220
Total liabilities as of the end of the plan year2022-04-220
Total liabilities as of the beginning of the plan year2022-04-220
Total expenses incurred by plan in this plan year2022-04-22673271
Net assets as of the end of the plan year2022-04-22709364
Total assets as of the beginning of the plan year2022-04-221306291
Value of plan covered by a fidelity bond2022-04-221000000
Participant contributions to plan in this plan year2022-04-2212899
Other expenses paid from plan in this plan year2022-04-2297
Other contributions to plan in this plan year2022-04-220
Other income to plan in this plan year2022-04-2263445
Plan net income in this plan year2022-04-22-596927
Net assets as of the end of the plan year2022-04-22709364
Net assets as of the beginning of the plan year2022-04-221306291
Employer contributions to plan in this plan year2022-04-220
Fees paid to broker by Benefit Provider2022-04-2238

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