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UNITED WAY OF NORTHEAST MISSISSIPPI 401(K) PLAN 401k Plan overview

Plan NameUNITED WAY OF NORTHEAST MISSISSIPPI 401(K) PLAN
Plan identification number 004

UNITED WAY OF NORTHEAST MISSISSIPPI 401(K) PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 NORTHEAST MISSISSIPPI. INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF NORTHEAST MISSISSIPPI. INC.
Employer identification number (EIN):640392972
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF NORTHEAST MISSISSIPPI 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01MELINDA TIDWELL2020-05-29
0042018-01-01MELINDA TIDWELL2019-09-17
0042017-01-01MELINDA TIDWELL2018-08-31
0042016-01-01SHELIA MCCOOL2017-07-25
0042015-01-01SHELIA MCCOOL2016-07-05
0042014-01-01SHELIA MCCOOL2015-07-15
0042013-01-01SHELIA MCCOOL2014-07-02
0042012-01-01SHELIA MCCOOL2013-09-18

Financial Data on UNITED WAY OF NORTHEAST MISSISSIPPI 401(K) PLAN

Measure Date Value
2025 : UNITED WAY OF NORTHEAST MISSISSIPPI 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1727317
Net assets as of the end of the plan year2025-07-17311779
Total assets as of the beginning of the plan year2025-07-17278686
Value of plan covered by a fidelity bond2025-07-17300000
Participant contributions to plan in this plan year2025-07-179675
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-1731406
Plan net income in this plan year2025-07-1733093
Net assets as of the end of the plan year2025-07-17311779
Net assets as of the beginning of the plan year2025-07-17278686
Employer contributions to plan in this plan year2025-07-1719329
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-171057
2024 : UNITED WAY OF NORTHEAST MISSISSIPPI 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-09256879
Net assets as of the end of the plan year2024-08-09278686
Total assets as of the beginning of the plan year2024-08-09440626
Value of plan covered by a fidelity bond2024-08-09300000
Participant contributions to plan in this plan year2024-08-0914231
Other expenses paid from plan in this plan year2024-08-090
Other contributions to plan in this plan year2024-08-090
Other income to plan in this plan year2024-08-0953547
Plan net income in this plan year2024-08-09-161940
Net assets as of the end of the plan year2024-08-09278686
Net assets as of the beginning of the plan year2024-08-09440626
Employer contributions to plan in this plan year2024-08-0927161
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-091822
2022 : UNITED WAY OF NORTHEAST MISSISSIPPI 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-25507778
Net assets as of the end of the plan year2022-07-25472770
Total assets as of the beginning of the plan year2022-07-25848186
Value of plan covered by a fidelity bond2022-07-25300000
Participant contributions to plan in this plan year2022-07-2514450
Other income to plan in this plan year2022-07-2588576
Plan net income in this plan year2022-07-25-375416
Net assets as of the end of the plan year2022-07-25472770
Net assets as of the beginning of the plan year2022-07-25848186
Employer contributions to plan in this plan year2022-07-2529336
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-25150

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