UNITED WAY OF BRAZORIA COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-13 | 0 |
| Net assets as of the end of the plan year | 2024-10-13 | 790987 |
| Total assets as of the beginning of the plan year | 2024-10-13 | 649776 |
| Value of plan covered by a fidelity bond | 2024-10-13 | 100000 |
| Participant contributions to plan in this plan year | 2024-10-13 | 37956 |
| Value of participant loans at end of plan year | 2024-10-13 | 90330 |
| Other income to plan in this plan year | 2024-10-13 | 87348 |
| Plan net income in this plan year | 2024-10-13 | 141211 |
| Net assets as of the end of the plan year | 2024-10-13 | 790987 |
| Net assets as of the beginning of the plan year | 2024-10-13 | 649776 |
| Employer contributions to plan in this plan year | 2024-10-13 | 15907 |
| 2022 : UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-30 | 25582 |
| Net assets as of the end of the plan year | 2022-09-30 | 705165 |
| Total assets as of the beginning of the plan year | 2022-09-30 | 799779 |
| Value of plan covered by a fidelity bond | 2022-09-30 | 100000 |
| Participant contributions to plan in this plan year | 2022-09-30 | 35233 |
| Value of participant loans at end of plan year | 2022-09-30 | 40151 |
| Other income to plan in this plan year | 2022-09-30 | -116545 |
| Plan net income in this plan year | 2022-09-30 | -94614 |
| Net assets as of the end of the plan year | 2022-09-30 | 705165 |
| Net assets as of the beginning of the plan year | 2022-09-30 | 799779 |
| Employer contributions to plan in this plan year | 2022-09-30 | 12280 |
| 2011 : UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-06-30 | $0 |
| Total income from all sources | 2011-06-30 | $61,791 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $0 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $0 |
| Total plan assets at end of year | 2011-06-30 | $333,295 |
| Total plan assets at beginning of year | 2011-06-30 | $271,504 |
| Value of fidelity bond covering the plan | 2011-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $14,845 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $0 |
| Other income received | 2011-06-30 | $33,777 |
| Net income (gross income less expenses) | 2011-06-30 | $61,791 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $333,295 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $271,504 |
| Assets. Value of participant loans | 2011-06-30 | $99 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $13,169 |
| Value of certain deemed distributions of participant loans | 2011-06-30 | $0 |
| Value of corrective distributions | 2011-06-30 | $0 |
| 2009 : UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2009 401k financial data |
|---|
| Total income from all sources | 2009-06-30 | $-1,553 |
| Expenses. Total of all expenses incurred | 2009-06-30 | $17,300 |
| Benefits paid (including direct rollovers) | 2009-06-30 | $17,300 |
| Total plan assets at end of year | 2009-06-30 | $231,563 |
| Total plan assets at beginning of year | 2009-06-30 | $250,416 |
| Value of fidelity bond covering the plan | 2009-06-30 | $100,000 |
| Total contributions received or receivable from participants | 2009-06-30 | $11,440 |
| Contributions received from other sources (not participants or employers) | 2009-06-30 | $0 |
| Other income received | 2009-06-30 | $-23,097 |
| Net income (gross income less expenses) | 2009-06-30 | $-18,853 |
| Net plan assets at end of year (total assets less liabilities) | 2009-06-30 | $231,563 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-06-30 | $250,416 |
| Assets. Value of participant loans | 2009-06-30 | $3,192 |
| Total contributions received or receivable from employer(s) | 2009-06-30 | $10,104 |
| 2010: UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Submission has been amended | No |
| 2010-07-01 | This submission is the final filing | No |
| 2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-01 | Plan is a collectively bargained plan | No |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: UNITED WAY OF BRAZORIA COUNTY 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-07-01 | Type of plan entity | Single employer plan |
| 2008-07-01 | Submission has been amended | Yes |
| 2008-07-01 | This submission is the final filing | No |
| 2008-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-07-01 | Plan is a collectively bargained plan | No |
| 2008-07-01 | Plan funding arrangement – Insurance | Yes |
| 2008-07-01 | Plan funding arrangement – Trust | Yes |
| 2008-07-01 | Plan benefit arrangement – Insurance | Yes |
