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403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC.
Plan identification number 002

403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, 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.
  • 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 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 THE CAPITAL AREA, INC . has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE CAPITAL AREA, INC .
Employer identification number (EIN):640303075
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MICHAEL COLLINS2024-07-04
0022021-01-01MICHAEL COLLINS2022-07-21
0022020-01-01MICHAEL COLLINS2021-05-27
0022019-01-01MICHAEL COLLINS2020-07-31
0022017-01-01TERESA WALKER2018-10-03 TERESA WALKER2018-10-03
0022015-01-01TERESA WALKER2016-10-17 TERESA WALKER2016-10-17
0022013-01-01TERESA WALKER2014-06-25 TERESA WALKER2014-06-25
0022012-01-01TERESA WALKER2013-07-31 TERESA WALKER2013-07-31
0022011-01-01TERESA WALKER2014-09-25 TERESA WALKER2014-09-25
0022010-01-01TERESA WALKER2011-07-27 TERESA WALKER2011-07-27

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-0820
Total number of particpants at end of year2025-07-0819
Number of Participants With Account Balances2025-07-0817
2024: 403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-0421
Total number of particpants at end of year2024-07-0420
Number of Participants With Account Balances2024-07-0415

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-080
Total liabilities as of the end of the plan year2025-07-080
Total liabilities as of the beginning of the plan year2025-07-080
Total expenses incurred by plan in this plan year2025-07-0840836
Net assets as of the end of the plan year2025-07-08375167
Total assets as of the beginning of the plan year2025-07-08320403
Value of plan covered by a fidelity bond2025-07-081000000
Participant contributions to plan in this plan year2025-07-0827757
Other expenses paid from plan in this plan year2025-07-080
Other contributions to plan in this plan year2025-07-080
Other income to plan in this plan year2025-07-0835819
Plan net income in this plan year2025-07-0854764
Net assets as of the end of the plan year2025-07-08375167
Net assets as of the beginning of the plan year2025-07-08320403
Employer contributions to plan in this plan year2025-07-0832024
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-08148
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF THE CAPITAL AREA, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-040
Total liabilities as of the end of the plan year2024-07-040
Total liabilities as of the beginning of the plan year2024-07-040
Total expenses incurred by plan in this plan year2024-07-0442592
Net assets as of the end of the plan year2024-07-04320403
Total assets as of the beginning of the plan year2024-07-04295335
Value of plan covered by a fidelity bond2024-07-041000000
Participant contributions to plan in this plan year2024-07-0413200
Other expenses paid from plan in this plan year2024-07-040
Other contributions to plan in this plan year2024-07-040
Other income to plan in this plan year2024-07-0431460
Plan net income in this plan year2024-07-0425068
Net assets as of the end of the plan year2024-07-04320403
Net assets as of the beginning of the plan year2024-07-04295335
Employer contributions to plan in this plan year2024-07-0423000
Fees paid to broker by Benefit Provider2024-07-0497
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0411

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