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

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

403(B) THRIFT PLAN OF UNITED WAY OF ACADIANA 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 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 ACADIANA INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF ACADIANA INC
Employer identification number (EIN):720513639
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 ACADIANA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01MARY KEOWN2024-07-17
0042022-01-01MARY KEOWN2023-07-05
0042021-01-01MARY KEOWN2022-10-12
0042020-01-01CARLEE ALM-LABAR2021-03-02
0042020-01-01MARY KEOWN2022-10-12
0042019-01-01CARLEE ALM-LABAR2020-06-17

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

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF ACADIANA 2025 401k financial data
Total transfers to/from plan in this plan year2025-06-160
Total liabilities as of the end of the plan year2025-06-160
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-1635822
Net assets as of the end of the plan year2025-06-16386056
Total assets as of the beginning of the plan year2025-06-16289305
Value of plan covered by a fidelity bond2025-06-1625000
Participant contributions to plan in this plan year2025-06-1654611
Other expenses paid from plan in this plan year2025-06-160
Other contributions to plan in this plan year2025-06-161832
Other income to plan in this plan year2025-06-1636334
Plan net income in this plan year2025-06-1696751
Net assets as of the end of the plan year2025-06-16386056
Net assets as of the beginning of the plan year2025-06-16289305
Employer contributions to plan in this plan year2025-06-1639796
Fees paid to broker by Benefit Provider2025-06-16170
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-16797
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF ACADIANA 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 year2024-07-1714546
Net assets as of the end of the plan year2024-07-17289305
Total assets as of the beginning of the plan year2024-07-17181738
Value of plan covered by a fidelity bond2024-07-1725000
Participant contributions to plan in this plan year2024-07-1752120
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 year2024-07-1730238
Plan net income in this plan year2024-07-17107567
Net assets as of the end of the plan year2024-07-17289305
Net assets as of the beginning of the plan year2024-07-17181738
Employer contributions to plan in this plan year2024-07-1739755
Fees paid to broker by Benefit Provider2024-07-17218
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-17349

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