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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL LOUISIANA 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL LOUISIANA
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL LOUISIANA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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

UNITED WAY OF CENTRAL LOUISIANA has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL LOUISIANA
Employer identification number (EIN):720462338
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 CENTRAL LOUISIANA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DENISE SEEGOBIN2024-10-15
0012022-01-01DEBBIE DOVE2023-08-16
0012021-01-01DEBBIE DOVE2022-05-11
0012020-01-01DEBBIE DOVE2021-07-06
0012019-01-01DEBBIE DOVE2020-06-11
0012018-01-01DEBBIE DOVE2019-07-26
0012017-01-01DAVID BRITT2018-04-04 DAVID BRITT2018-04-04
0012016-01-01DAVID BRITT2017-09-28 DAVID BRITT2017-09-28
0012015-01-01DAVID BRITT2016-08-11 DAVID BRITT2016-08-11
0012014-01-01DAVID BRITT2015-10-01 DAVID BRITT2015-10-01
0012013-01-01DAVID BRITT2014-06-11 DAVID BRITT2014-06-11
0012012-01-01DAVID BRITT2013-07-15
0012011-01-01DAVID BRITT2012-06-13
0012010-01-01DAVID BRITT2011-07-21

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL LOUISIANA

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL LOUISIANA 2025 401k financial data
Total transfers to/from plan in this plan year2025-11-210
Total liabilities as of the end of the plan year2025-11-210
Total liabilities as of the beginning of the plan year2025-11-210
Total expenses incurred by plan in this plan year2025-11-2136
Net assets as of the end of the plan year2025-11-21481007
Total assets as of the beginning of the plan year2025-11-21442950
Value of plan covered by a fidelity bond2025-11-21150000
Participant contributions to plan in this plan year2025-11-210
Value of participant loans at end of plan year2025-11-218096
Other expenses paid from plan in this plan year2025-11-210
Other contributions to plan in this plan year2025-11-210
Other income to plan in this plan year2025-11-2136657
Plan net income in this plan year2025-11-2138057
Net assets as of the end of the plan year2025-11-21481007
Net assets as of the beginning of the plan year2025-11-21442950
Employer contributions to plan in this plan year2025-11-211436
Fees paid to broker by Benefit Provider2025-11-2113
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-2136
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF CENTRAL LOUISIANA 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-150
Total liabilities as of the end of the plan year2024-10-150
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-152212
Net assets as of the end of the plan year2024-10-15442950
Total assets as of the beginning of the plan year2024-10-15382770
Value of plan covered by a fidelity bond2024-10-15150000
Participant contributions to plan in this plan year2024-10-150
Other expenses paid from plan in this plan year2024-10-150
Other contributions to plan in this plan year2024-10-150
Other income to plan in this plan year2024-10-1555392
Plan net income in this plan year2024-10-1560180
Net assets as of the end of the plan year2024-10-15442950
Net assets as of the beginning of the plan year2024-10-15382770
Employer contributions to plan in this plan year2024-10-157000
Fees paid to broker by Benefit Provider2024-10-1521
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-150

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