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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01STEPHANIE JORDAN2024-10-30 STEPHANIE JORDAN2024-10-30
0032022-01-01ELIZABETH AVERYT2023-07-26
0032021-01-01ELIZABETH AVERYT2022-05-13 ELIZABETH AVERYT2022-05-13
0032020-01-01ELIZABETH AVERYT2021-07-12 ELIZABETH AVERYT2021-07-12
0032019-01-01ELIZABETH AVERYT2020-07-27 ELIZABETH AVERYT2020-07-27
0032018-01-01ELIZABETH AVERYT2019-05-30 ELIZABETH AVERYT2019-05-30
0032017-01-01CATRINA WILSON2018-05-09 CATRINA WILSON2018-05-09
0032016-01-01CATRINA WILSON2017-07-26 CATRINA WILSON2017-07-26
0032015-01-01CATRINA WILSON2016-07-07 CATRINA WILSON2016-07-07
0032014-01-01CATRINA WILSON2016-08-04 CATRINA WILSON2016-08-04
0032013-01-01CATRINA WILSON2014-07-21 CATRINA WILSON2014-07-21
0032012-01-01CATRINA WILSON2014-08-11 CATRINA WILSON2014-08-11
0032011-01-01ROBERT MCCARTY2012-09-11
0032010-01-01CATRINA WILSON2011-05-18

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND

Measure Date Value
2024: TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND 2024 401k membership
Total number of particpants at beginning of year2024-10-319
Total number of particpants at end of year2024-10-319
Number of Participants With Account Balances2024-10-319
2022: TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND 2022 401k membership
Total number of particpants at beginning of year2022-05-1611
Total number of particpants at end of year2022-05-1611
Number of Participants With Account Balances2022-05-169

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND

Measure Date Value
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-310
Total liabilities as of the end of the plan year2024-10-310
Total liabilities as of the beginning of the plan year2024-10-310
Total expenses incurred by plan in this plan year2024-10-3139
Net assets as of the end of the plan year2024-10-3132776
Total assets as of the beginning of the plan year2024-10-3131504
Value of plan covered by a fidelity bond2024-10-31200000
Participant contributions to plan in this plan year2024-10-310
Other expenses paid from plan in this plan year2024-10-3139
Other contributions to plan in this plan year2024-10-310
Other income to plan in this plan year2024-10-311311
Plan net income in this plan year2024-10-311272
Net assets as of the end of the plan year2024-10-3132776
Net assets as of the beginning of the plan year2024-10-3131504
Employer contributions to plan in this plan year2024-10-310
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-310
2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-1692
Net assets as of the end of the plan year2022-05-1631233
Total assets as of the beginning of the plan year2022-05-1630018
Value of plan covered by a fidelity bond2022-05-16200000
Participant contributions to plan in this plan year2022-05-160
Other expenses paid from plan in this plan year2022-05-1692
Other contributions to plan in this plan year2022-05-160
Other income to plan in this plan year2022-05-161308
Plan net income in this plan year2022-05-161216
Net assets as of the end of the plan year2022-05-1631233
Net assets as of the beginning of the plan year2022-05-1630018
Value of funding deficiency2022-05-160
Value of employer contributions paid2022-05-160
Employer contributions to plan in this plan year2022-05-160

Potentially related plans

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