| Plan Name | EMPLOYEE BENEFIT PLAN OF THE UNITED WAYS OF TEXAS, INC. |
| Plan identification number | 004 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 004 | 2023-01-01 | KIMBERLEE BROWN | 2024-07-26 | ||
| 004 | 2022-01-01 | KIMBERLEE BROWN | 2023-09-21 | ||
| 004 | 2021-01-01 | KIMBERLEE BROWN | 2022-10-17 | ||
| 004 | 2020-01-01 | KIMBERLEE BROWN | 2021-07-27 | ||
| 004 | 2018-01-01 | KIMBERLEE BROWN | 2019-07-18 |
| 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 year | 2025-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-29 | 37740 |
| Net assets as of the end of the plan year | 2025-07-29 | 1181533 |
| Total assets as of the beginning of the plan year | 2025-07-29 | 1014380 |
| Value of plan covered by a fidelity bond | 2025-07-29 | 90000 |
| Participant contributions to plan in this plan year | 2025-07-29 | 51918 |
| Value of participant loans at end of plan year | 2025-07-29 | 26996 |
| Other expenses paid from plan in this plan year | 2025-07-29 | 0 |
| Other contributions to plan in this plan year | 2025-07-29 | 0 |
| Other income to plan in this plan year | 2025-07-29 | 125752 |
| Plan net income in this plan year | 2025-07-29 | 167153 |
| Net assets as of the end of the plan year | 2025-07-29 | 1181533 |
| Net assets as of the beginning of the plan year | 2025-07-29 | 1014380 |
| Employer contributions to plan in this plan year | 2025-07-29 | 27223 |
| Fees paid to broker by Benefit Provider | 2025-07-29 | 135 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-29 | 99 |
| 2024 : EMPLOYEE BENEFIT PLAN OF THE UNITED WAYS OF TEXAS, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-26 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-26 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-26 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-26 | 27 |
| Net assets as of the end of the plan year | 2024-07-26 | 1014380 |
| Total assets as of the beginning of the plan year | 2024-07-26 | 776763 |
| Value of plan covered by a fidelity bond | 2024-07-26 | 90000 |
| Participant contributions to plan in this plan year | 2024-07-26 | 59564 |
| Value of participant loans at end of plan year | 2024-07-26 | 34051 |
| Other expenses paid from plan in this plan year | 2024-07-26 | 0 |
| Other contributions to plan in this plan year | 2024-07-26 | 19633 |
| Other income to plan in this plan year | 2024-07-26 | 131401 |
| Plan net income in this plan year | 2024-07-26 | 237617 |
| Net assets as of the end of the plan year | 2024-07-26 | 1014380 |
| Net assets as of the beginning of the plan year | 2024-07-26 | 776763 |
| Employer contributions to plan in this plan year | 2024-07-26 | 27046 |
| Fees paid to broker by Benefit Provider | 2024-07-26 | 238 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-26 | 27 |