401k Plan data: EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC. plan

EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC. 401k Plan overview

Plan Name	EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC.
Plan identification number	002

EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC. Benefits

401k Plan Type

Defined 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.
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.
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 THE COASTAL BEND, INC has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF THE COASTAL BEND, INC

Employer identification number (EIN): 741207552

NAIC Classification: 613000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2024-01-01 STEPHANIE JORDAN
002 2023-01-01
002 2023-01-01 STEPHANIE JORDAN
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01 CATRINA WILSON 2017-02-10
002 2015-01-01 CATRINA WILSON 2016-09-08 CATRINA WILSON 2016-09-08
002 2014-01-01 CATRINA WILSON 2015-02-20
002 2013-01-01 CATRINA WILSON 2014-07-14 CATRINA WILSON 2014-07-14
002 2012-01-01 CATRINA WILSON 2013-03-08
002 2011-01-01 CATRINA WILSON 2012-03-07
002 2010-01-01 CATRINA WILSON 2011-03-15
002 2009-01-01 ROBERT MCCARTY
002 2009-01-01 ROBERT MCCARTY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2024-01-01	STEPHANIE JORDAN
002	2023-01-01
002	2023-01-01	STEPHANIE JORDAN
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01	CATRINA WILSON	2017-02-10
002	2015-01-01	CATRINA WILSON	2016-09-08	CATRINA WILSON	2016-09-08
002	2014-01-01	CATRINA WILSON	2015-02-20
002	2013-01-01	CATRINA WILSON	2014-07-14	CATRINA WILSON	2014-07-14
002	2012-01-01	CATRINA WILSON	2013-03-08
002	2011-01-01	CATRINA WILSON	2012-03-07
002	2010-01-01	CATRINA WILSON	2011-03-15
002	2009-01-01	ROBERT MCCARTY
002	2009-01-01	ROBERT MCCARTY

Financial Data on EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC.

Measure	Date	Value
2023 : EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC. 2023 401k financial data
Transfers to/from the plan	2023-12-31	$0
Total plan liabilities at end of year	2023-12-31	$0
Total plan liabilities at beginning of year	2023-12-31	$0
Total income from all sources	2023-12-31	$393,409
Expenses. Total of all expenses incurred	2023-12-31	$38,100
Benefits paid (including direct rollovers)	2023-12-31	$31,099
Total plan assets at end of year	2023-12-31	$1,810,736
Total plan assets at beginning of year	2023-12-31	$1,455,427
Value of fidelity bond covering the plan	2023-12-31	$200,000
Total contributions received or receivable from participants	2023-12-31	$83,819
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$224,692
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$355,309
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,810,736
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,455,427
Assets. Value of participant loans	2023-12-31	$31,901
Total contributions received or receivable from employer(s)	2023-12-31	$84,898
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$7,001
2022 : EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC. 2022 401k financial data
Total liabilities as of the end of the plan year	2022-02-18	0
Total liabilities as of the beginning of the plan year	2022-02-18	0
Total expenses incurred by plan in this plan year	2022-02-18	29657
Net assets as of the end of the plan year	2022-02-18	1513150
Total assets as of the beginning of the plan year	2022-02-18	1232907
Value of plan covered by a fidelity bond	2022-02-18	120000
Participant contributions to plan in this plan year	2022-02-18	70676
Other contributions to plan in this plan year	2022-02-18	1323
Other income to plan in this plan year	2022-02-18	155448
Plan net income in this plan year	2022-02-18	280243
Net assets as of the end of the plan year	2022-02-18	1513150
Net assets as of the beginning of the plan year	2022-02-18	1232907
Employer contributions to plan in this plan year	2022-02-18	82453
Expensese paid to adminstrative service provicers from plan in this plan year	2022-02-18	10206

Form 5500 Responses for EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC.

2023: EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC. 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFITS PLAN OF THE UNITED WAY OF THE COASTAL BEND, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	UNITED WAY OF THE COASTAL BEND, INC
Employer identification number (EIN):	741207552
NAIC Classification:	613000