?>
| Plan Name | TAX DEFERRED ANNUITY PLAN OF NORTH TEXAS AREA UNITED WAY, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | NORTH TEXAS AREA UNITED WAY, INC. |
| Employer identification number (EIN): | 750950126 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about NORTH TEXAS AREA UNITED WAY, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1955-03-17 |
| Company Identification Number: | 0012471701 |
| Legal Registered Office Address: |
900 8TH ST STE 510 WICHITA FALLS United States of America (USA) 76301 |
More information about NORTH TEXAS AREA UNITED WAY, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | DIANE WALKER | 2024-07-03 | ||
| 001 | 2022-01-01 | CAROL MARLAR | 2023-07-25 | ||
| 001 | 2021-01-01 | CAROL MARLAR | 2022-07-25 | ||
| 001 | 2020-01-01 | CAROL MARLAR | 2021-07-16 | ||
| 001 | 2019-01-01 | CAROL MARLAR | 2020-07-31 | ||
| 001 | 2018-01-01 | CAROL MARLAR | 2019-05-29 | ||
| 001 | 2017-01-01 | SHIRAH SHARP | 2018-04-12 | ||
| 001 | 2016-01-01 | MATT YELL | 2017-07-07 | MATT YELL | 2017-07-07 |
| 001 | 2015-01-01 | MATT YELL | 2016-06-23 | MATT YELL | 2016-06-23 |
| 001 | 2014-01-01 | GREGORY SHANNON | 2015-07-23 | GREGORY SHANNON | 2015-07-23 |
| 001 | 2013-01-01 | GREGORY SHANNON | 2014-05-23 | GREGORY SHANNON | 2014-05-23 |
| 001 | 2012-01-01 | KAREN K BROCK | 2013-10-14 | KAREN K BROCK | 2013-10-14 |
| 001 | 2011-01-01 | KAREN BROCK | 2012-08-30 | KAREN BROCK | 2012-08-30 |
| 001 | 2010-01-01 | HEATHER L BUTZ | 2011-09-21 | HEATHER L BUTZ | 2011-09-21 |
| Measure | Date | Value |
|---|---|---|
| 2025: TAX DEFERRED ANNUITY PLAN OF NORTH TEXAS AREA UNITED WAY, INC. 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-03-27 | 11 |
| Total number of particpants at end of year | 2025-03-27 | 10 |
| Number of Participants With Account Balances | 2025-03-27 | 8 |
| 2024: TAX DEFERRED ANNUITY PLAN OF NORTH TEXAS AREA UNITED WAY, INC. 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-07-03 | 11 |
| Total number of particpants at end of year | 2024-07-03 | 11 |
| Number of Participants With Account Balances | 2024-07-03 | 9 |
| Measure | Date | Value |
|---|---|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF NORTH TEXAS AREA UNITED WAY, INC. 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-03-27 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-27 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-27 | 21799 |
| Net assets as of the end of the plan year | 2025-03-27 | 665076 |
| Total assets as of the beginning of the plan year | 2025-03-27 | 550330 |
| Value of plan covered by a fidelity bond | 2025-03-27 | 100000 |
| Participant contributions to plan in this plan year | 2025-03-27 | 26695 |
| Other expenses paid from plan in this plan year | 2025-03-27 | 0 |
| Other contributions to plan in this plan year | 2025-03-27 | 0 |
| Other income to plan in this plan year | 2025-03-27 | 72647 |
| Plan net income in this plan year | 2025-03-27 | 114746 |
| Net assets as of the end of the plan year | 2025-03-27 | 665076 |
| Net assets as of the beginning of the plan year | 2025-03-27 | 550330 |
| Employer contributions to plan in this plan year | 2025-03-27 | 37203 |
| Fees paid to broker by Benefit Provider | 2025-03-27 | 79 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-27 | 124 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF NORTH TEXAS AREA UNITED WAY, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-07-03 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-03 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 42607 |
| Net assets as of the end of the plan year | 2024-07-03 | 550330 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 454098 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 14000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 29037 |
| Other expenses paid from plan in this plan year | 2024-07-03 | 0 |
| Other contributions to plan in this plan year | 2024-07-03 | 0 |
| Other income to plan in this plan year | 2024-07-03 | 72635 |
| Plan net income in this plan year | 2024-07-03 | 96232 |
| Net assets as of the end of the plan year | 2024-07-03 | 550330 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 454098 |
| Employer contributions to plan in this plan year | 2024-07-03 | 37167 |
| Fees paid to broker by Benefit Provider | 2024-07-03 | 85 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 65 |