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403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY
Plan identification number 004

403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

HEART OF ARKANSAS UNITED WAY has sponsored the creation of one or more 401k plans.

Company Name:HEART OF ARKANSAS UNITED WAY
Employer identification number (EIN):710329790
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 HEART OF ARKANSAS UNITED WAY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01VALORIE PHARR2025-01-10
0042022-01-01VALORIE PHARR2023-07-13
0042021-01-01VALORIE PHARR2022-04-01
0042020-01-01VALORIE PHARR2021-07-19
0042019-01-01LYNN PHARR2020-07-09
0042018-01-01LYNN PHARR2019-07-25
0042017-01-01VALORIE L PHARR2018-07-23 VALORIE L PHARR2018-07-23
0042016-01-01EMMETT MCNEIL, III2017-10-16 EMMETT MCNEIL, III2017-10-16
0042015-01-01JAMES B SLOAN JR2016-07-28 JAMES B SLOAN JR2016-07-28
0042013-01-01JAMES B SLOAN JR2014-07-30 JAMES B SLOAN JR2014-07-30
0042012-01-01JAMES SLOAN2013-06-18 JAMES SLOAN2013-06-18
0042011-01-01JAMES SLOAN2012-07-30 JAMES SLOAN2012-07-30
0042010-01-01JAMES B SLOAN JR2011-07-29

Plan Statistics for 403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY

401k plan membership statisitcs for 403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY

Measure Date Value
2025: 403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY 2025 401k membership
Total number of particpants at beginning of year2025-05-2710
Total number of particpants at end of year2025-05-279
Number of Participants With Account Balances2025-05-279
Total number of particpants at beginning of year2025-01-1010
Total number of particpants at end of year2025-01-1010
Number of Participants With Account Balances2025-01-1010
2022: 403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY 2022 401k membership
Total number of particpants at beginning of year2022-04-0110
Total number of particpants at end of year2022-04-0110
Number of Participants With Account Balances2022-04-0110

Financial Data on 403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY

Measure Date Value
2025 : 403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-270
Total liabilities as of the end of the plan year2025-05-270
Total liabilities as of the beginning of the plan year2025-05-270
Total expenses incurred by plan in this plan year2025-05-2713513
Net assets as of the end of the plan year2025-05-27211317
Total assets as of the beginning of the plan year2025-05-27171464
Value of plan covered by a fidelity bond2025-05-27250000
Participant contributions to plan in this plan year2025-05-2718105
Value of participant loans at end of plan year2025-05-272729
Other expenses paid from plan in this plan year2025-05-270
Other contributions to plan in this plan year2025-05-271678
Other income to plan in this plan year2025-05-2720346
Plan net income in this plan year2025-05-2739853
Net assets as of the end of the plan year2025-05-27211317
Net assets as of the beginning of the plan year2025-05-27171464
Employer contributions to plan in this plan year2025-05-2713237
Fees paid to broker by Benefit Provider2025-05-2741
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2736
Total transfers to/from plan in this plan year2025-01-100
Total liabilities as of the end of the plan year2025-01-100
Total liabilities as of the beginning of the plan year2025-01-100
Total expenses incurred by plan in this plan year2025-01-105894
Net assets as of the end of the plan year2025-01-10171464
Total assets as of the beginning of the plan year2025-01-10137018
Value of plan covered by a fidelity bond2025-01-10250000
Participant contributions to plan in this plan year2025-01-1013205
Other expenses paid from plan in this plan year2025-01-100
Other contributions to plan in this plan year2025-01-100
Other income to plan in this plan year2025-01-1019294
Plan net income in this plan year2025-01-1034446
Net assets as of the end of the plan year2025-01-10171464
Net assets as of the beginning of the plan year2025-01-10137018
Employer contributions to plan in this plan year2025-01-107841
Fees paid to broker by Benefit Provider2025-01-1029
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-100
2022 : 403(B) THRIFT PLAN OF HEART OF ARKANSAS UNITED WAY 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-010
Total liabilities as of the end of the plan year2022-04-010
Total liabilities as of the beginning of the plan year2022-04-010
Total expenses incurred by plan in this plan year2022-04-017953
Net assets as of the end of the plan year2022-04-01247215
Total assets as of the beginning of the plan year2022-04-01202953
Value of plan covered by a fidelity bond2022-04-01250000
Participant contributions to plan in this plan year2022-04-0111981
Other expenses paid from plan in this plan year2022-04-0186
Other contributions to plan in this plan year2022-04-010
Other income to plan in this plan year2022-04-0135721
Plan net income in this plan year2022-04-0144262
Net assets as of the end of the plan year2022-04-01247215
Net assets as of the beginning of the plan year2022-04-01202953
Employer contributions to plan in this plan year2022-04-014513
Fees paid to broker by Benefit Provider2022-04-0126

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