| Plan Name | TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNITED WAY OF MORGAN COUNTY |
| Employer identification number (EIN): | 630358762 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | KIMBERLY RAY | 2024-07-30 | ||
| 002 | 2022-01-01 | KATHLEEN ROSS | 2023-07-21 | ||
| 002 | 2021-01-01 | KATHLEEN ROSS | 2022-07-14 | ||
| 002 | 2020-01-01 | KATHLEEN ROSS | 2021-09-01 | ||
| 002 | 2019-01-01 | KATHLEEN ROSS | 2020-07-28 | ||
| 002 | 2018-01-01 | KATHLEEN ROSS | 2019-08-14 | ||
| 002 | 2017-01-01 | KATHLEEN ROSS | 2018-07-09 | ||
| 002 | 2016-01-01 | KATHLEEN ROSS | 2017-10-12 | ||
| 002 | 2015-01-01 | KATHLEEN ROSS | 2016-06-28 | ||
| 002 | 2014-01-01 | KATHLEEN ROSS | 2015-10-14 | ||
| 002 | 2013-01-01 | GEORGE POLLITT | 2014-10-07 | ||
| 002 | 2012-01-01 | GEORGE POLLITT | 2013-10-10 | ||
| 002 | 2011-01-01 | GEORGE POLLITT | 2012-10-12 | ||
| 002 | 2010-01-01 | GEORGE POLLITT | 2011-10-10 |
| Measure | Date | Value |
|---|---|---|
| 2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-30 | 1965 |
| Net assets as of the end of the plan year | 2024-07-30 | 0 |
| Total assets as of the beginning of the plan year | 2024-07-30 | 1908 |
| Other income to plan in this plan year | 2024-07-30 | 57 |
| Plan net income in this plan year | 2024-07-30 | -1908 |
| Net assets as of the beginning of the plan year | 2024-07-30 | 1908 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF MORGAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-14 | 18 |
| Net assets as of the end of the plan year | 2022-07-14 | 1862 |
| Total assets as of the beginning of the plan year | 2022-07-14 | 1826 |
| Other expenses paid from plan in this plan year | 2022-07-14 | 18 |
| Other income to plan in this plan year | 2022-07-14 | 54 |
| Plan net income in this plan year | 2022-07-14 | 36 |
| Net assets as of the end of the plan year | 2022-07-14 | 1862 |
| Net assets as of the beginning of the plan year | 2022-07-14 | 1826 |