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UNITED WAY RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY RETIREMENT PLAN
Plan identification number 003

UNITED WAY RETIREMENT 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.
  • 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 FOR GREATER NEW ORLEANS has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY FOR GREATER NEW ORLEANS
Employer identification number (EIN):720471369
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 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01CAROL GSTOHL2024-07-17
0032022-01-01CAROL GSTOHL2023-07-12
0032021-01-01CAROL GSTOHL2022-07-12
0032020-01-01CAROL GSTOHL2021-07-12
0032019-01-01CAROL GSTOHL2020-07-13
0032018-01-01CAROL GSTOHL2019-07-16
0032017-01-01CAROL GSTOHL2018-07-26
0032016-01-01CAROL GSTOHL2017-07-28
0032015-01-01CAROL GSTOHL2016-07-27
0032014-01-01CAROL GSTOHL2015-07-31
0032013-01-01CAROL GSTOHL2014-07-10
0032012-01-01CAROL GSTOHL2013-07-22
0032011-01-01CAROL GSTOHL2012-07-17
0032010-01-01CAROL GSTOHL2011-06-15 CAROL GSTOHL2011-06-15

Financial Data on UNITED WAY RETIREMENT PLAN

Measure Date Value
2025 : UNITED WAY RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-070
Total liabilities as of the end of the plan year2025-07-070
Total liabilities as of the beginning of the plan year2025-07-070
Total expenses incurred by plan in this plan year2025-07-07262316
Net assets as of the end of the plan year2025-07-0710861756
Total assets as of the beginning of the plan year2025-07-079394709
Value of plan covered by a fidelity bond2025-07-07500000
Participant contributions to plan in this plan year2025-07-07283533
Value of participant loans at end of plan year2025-07-0786531
Other expenses paid from plan in this plan year2025-07-070
Other contributions to plan in this plan year2025-07-0728706
Other income to plan in this plan year2025-07-071198738
Plan net income in this plan year2025-07-071467047
Net assets as of the end of the plan year2025-07-0710861756
Net assets as of the beginning of the plan year2025-07-079394709
Employer contributions to plan in this plan year2025-07-07218386
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-07460
2024 : UNITED WAY RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-17144502
Net assets as of the end of the plan year2024-07-179394709
Total assets as of the beginning of the plan year2024-07-177703309
Value of plan covered by a fidelity bond2024-07-17500000
Participant contributions to plan in this plan year2024-07-17268618
Value of participant loans at end of plan year2024-07-1720076
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-171355408
Plan net income in this plan year2024-07-171691400
Net assets as of the end of the plan year2024-07-179394709
Net assets as of the beginning of the plan year2024-07-177703309
Employer contributions to plan in this plan year2024-07-17211876
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-17430

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