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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.
Employer identification number (EIN):630366294
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DOUGLAS ROSSETTI2024-07-23
0012022-01-01DOUGLAS ROSSETTI2023-08-02
0012021-01-01DOUGLAS ROSSETTI2022-07-20

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-2825
Total number of particpants at end of year2025-07-2824
Number of Participants With Account Balances2025-07-2824
2024: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2327
Total number of particpants at end of year2024-07-2325
Number of Participants With Account Balances2024-07-2325

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-2855582
Net assets as of the end of the plan year2025-07-281233041
Total assets as of the beginning of the plan year2025-07-281134697
Value of plan covered by a fidelity bond2025-07-28150000
Participant contributions to plan in this plan year2025-07-280
Value of participant loans at end of plan year2025-07-2864812
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28116116
Plan net income in this plan year2025-07-2898344
Net assets as of the end of the plan year2025-07-281233041
Net assets as of the beginning of the plan year2025-07-281134697
Employer contributions to plan in this plan year2025-07-2837810
Fees paid to broker by Benefit Provider2025-07-2856
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28232
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF MADISON COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-230
Total liabilities as of the end of the plan year2024-07-230
Total liabilities as of the beginning of the plan year2024-07-230
Total expenses incurred by plan in this plan year2024-07-23253545
Net assets as of the end of the plan year2024-07-231134697
Total assets as of the beginning of the plan year2024-07-231198775
Value of plan covered by a fidelity bond2024-07-23150000
Participant contributions to plan in this plan year2024-07-230
Other expenses paid from plan in this plan year2024-07-230
Other contributions to plan in this plan year2024-07-230
Other income to plan in this plan year2024-07-23150063
Plan net income in this plan year2024-07-23-64078
Net assets as of the end of the plan year2024-07-231134697
Net assets as of the beginning of the plan year2024-07-231198775
Employer contributions to plan in this plan year2024-07-2339404
Fees paid to broker by Benefit Provider2024-07-2372
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2372

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