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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WEST ALABAMA, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF WEST ALABAMA, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WEST ALABAMA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 WEST ALABAMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF WEST ALABAMA, INC.
Employer identification number (EIN):630321464
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WEST ALABAMA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MATT WATKINS2024-10-02
0012022-01-01MATT WATKINS2023-10-06
0012021-01-01BARBARA MCGIBONEY2022-04-07
0012020-01-01BARBARA MCGIBONEY2021-08-05
0012019-01-01BARBARA MCGIBONEY2020-06-30
0012018-01-01SHEILA THORPE2019-07-30
0012017-01-01SHEILA THORPE2018-07-12 SHEILA THORPE2018-07-12
0012016-01-01SHEILA THORPE2017-07-14
0012015-01-01SHEILA THORPE2016-07-14
0012014-01-01SHEILA THORPE2015-07-08
0012013-01-01SHEILA THORPE2014-07-17
0012012-01-01SHEILA THORPE2013-07-24 SHEILA THORPE2013-07-24
0012011-01-01SHEILA THORPE2012-07-19
0012010-01-01SHEILA THORPE2011-07-20

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WEST ALABAMA, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WEST ALABAMA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-060
Total liabilities as of the end of the plan year2025-08-060
Total liabilities as of the beginning of the plan year2025-08-060
Total expenses incurred by plan in this plan year2025-08-0696167
Net assets as of the end of the plan year2025-08-06783751
Total assets as of the beginning of the plan year2025-08-06737304
Value of plan covered by a fidelity bond2025-08-0675000
Participant contributions to plan in this plan year2025-08-060
Other expenses paid from plan in this plan year2025-08-060
Other contributions to plan in this plan year2025-08-060
Other income to plan in this plan year2025-08-0667364
Plan net income in this plan year2025-08-0646447
Net assets as of the end of the plan year2025-08-06783751
Net assets as of the beginning of the plan year2025-08-06737304
Employer contributions to plan in this plan year2025-08-0675250
Fees paid to broker by Benefit Provider2025-08-06165
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-06137
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WEST ALABAMA, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-020
Total liabilities as of the end of the plan year2024-10-020
Total liabilities as of the beginning of the plan year2024-10-020
Total expenses incurred by plan in this plan year2024-10-02119870
Net assets as of the end of the plan year2024-10-02737304
Total assets as of the beginning of the plan year2024-10-02690849
Value of plan covered by a fidelity bond2024-10-0275000
Participant contributions to plan in this plan year2024-10-020
Other expenses paid from plan in this plan year2024-10-020
Other contributions to plan in this plan year2024-10-020
Other income to plan in this plan year2024-10-0281163
Plan net income in this plan year2024-10-0246455
Net assets as of the end of the plan year2024-10-02737304
Net assets as of the beginning of the plan year2024-10-02690849
Employer contributions to plan in this plan year2024-10-0285162
Fees paid to broker by Benefit Provider2024-10-0259
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0217
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF WEST ALABAMA, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-070
Total liabilities as of the end of the plan year2022-04-070
Total liabilities as of the beginning of the plan year2022-04-070
Total expenses incurred by plan in this plan year2022-04-07104400
Net assets as of the end of the plan year2022-04-07728610
Total assets as of the beginning of the plan year2022-04-07699506
Value of plan covered by a fidelity bond2022-04-0775000
Participant contributions to plan in this plan year2022-04-070
Other expenses paid from plan in this plan year2022-04-07291
Other contributions to plan in this plan year2022-04-070
Other income to plan in this plan year2022-04-0769081
Plan net income in this plan year2022-04-0729104
Net assets as of the end of the plan year2022-04-07728610
Net assets as of the beginning of the plan year2022-04-07699506
Employer contributions to plan in this plan year2022-04-0764423
Fees paid to broker by Benefit Provider2022-04-0756

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