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EMPLOYEE BENEFIT PLAN OF THE UNITED WAYS OF TEXAS, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE UNITED WAYS OF TEXAS, INC.
Plan identification number 004

EMPLOYEE BENEFIT PLAN OF THE UNITED WAYS OF TEXAS, INC. 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

THE UNITED WAYS OF TEXAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE UNITED WAYS OF TEXAS, INC.
Employer identification number (EIN):741618608
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE UNITED WAYS OF TEXAS, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1969-02-28
Company Identification Number: 0025762001
Legal Registered Office Address: 106 E 6TH ST STE 900

AUSTIN
United States of America (USA)
78701

More information about THE UNITED WAYS OF TEXAS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE UNITED WAYS OF TEXAS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01KIMBERLEE BROWN2024-07-26
0042022-01-01KIMBERLEE BROWN2023-09-21
0042021-01-01KIMBERLEE BROWN2022-10-17
0042020-01-01KIMBERLEE BROWN2021-07-27
0042018-01-01KIMBERLEE BROWN2019-07-18

Financial Data on EMPLOYEE BENEFIT PLAN OF THE UNITED WAYS OF TEXAS, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF THE UNITED WAYS OF TEXAS, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-290
Total liabilities as of the end of the plan year2025-07-290
Total liabilities as of the beginning of the plan year2025-07-290
Total expenses incurred by plan in this plan year2025-07-2937740
Net assets as of the end of the plan year2025-07-291181533
Total assets as of the beginning of the plan year2025-07-291014380
Value of plan covered by a fidelity bond2025-07-2990000
Participant contributions to plan in this plan year2025-07-2951918
Value of participant loans at end of plan year2025-07-2926996
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-29125752
Plan net income in this plan year2025-07-29167153
Net assets as of the end of the plan year2025-07-291181533
Net assets as of the beginning of the plan year2025-07-291014380
Employer contributions to plan in this plan year2025-07-2927223
Fees paid to broker by Benefit Provider2025-07-29135
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2999
2024 : EMPLOYEE BENEFIT PLAN OF THE UNITED WAYS OF TEXAS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2627
Net assets as of the end of the plan year2024-07-261014380
Total assets as of the beginning of the plan year2024-07-26776763
Value of plan covered by a fidelity bond2024-07-2690000
Participant contributions to plan in this plan year2024-07-2659564
Value of participant loans at end of plan year2024-07-2634051
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-2619633
Other income to plan in this plan year2024-07-26131401
Plan net income in this plan year2024-07-26237617
Net assets as of the end of the plan year2024-07-261014380
Net assets as of the beginning of the plan year2024-07-26776763
Employer contributions to plan in this plan year2024-07-2627046
Fees paid to broker by Benefit Provider2024-07-26238
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2627

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