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403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED
Plan identification number 002

403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

UNITED WAY OF TYLER/SMITH COUNTY, I NCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF TYLER/SMITH COUNTY, I NCORPORATED
Employer identification number (EIN):750957331
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-07-01KAREN MALCOLM2024-10-04
0022022-07-01KAREN MALCOLM2024-04-11
0022021-07-01KAREN MALCOLM2023-04-18 KAREN MALCOLM2023-04-18
0022020-07-01KAREN MALCOLM2022-01-25 KAREN MALCOLM2022-01-25
0022020-07-01KAREN MALCOLM2022-01-25 KAREN MALCOLM2022-01-25
0022017-07-01NAN MOORE2018-10-16 NAN MOORE2018-10-16
0022015-07-01NAN MOORE2016-10-10 NAN MOORE2016-10-10
0022013-07-01NAN MOORE2014-12-18 NAN MOORE2014-12-18
0022012-07-01NAN MOORE2014-01-30 NAN MOORE2014-01-30
0022011-07-01NAN MOORE2013-01-16
0022010-07-01NAN MOORE2012-01-13 NAN MOORE2012-01-13

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED 2025 401k membership
Total number of particpants at beginning of year2025-09-0826
Total number of particpants at end of year2025-09-0824
Number of Participants With Account Balances2025-09-0824
2024: 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED 2024 401k membership
Total number of particpants at beginning of year2024-10-0426
Total number of particpants at end of year2024-10-0425
Number of Participants With Account Balances2024-10-0423
2023: 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED 2023 401k membership
Total number of particpants at beginning of year2023-04-1819
Total number of particpants at end of year2023-04-1822
Number of Participants With Account Balances2023-04-1822

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-080
Total liabilities as of the end of the plan year2025-09-080
Total liabilities as of the beginning of the plan year2025-09-080
Total expenses incurred by plan in this plan year2025-09-0810564
Net assets as of the end of the plan year2025-09-08484129
Total assets as of the beginning of the plan year2025-09-08437208
Value of plan covered by a fidelity bond2025-09-08100000
Participant contributions to plan in this plan year2025-09-081730
Other expenses paid from plan in this plan year2025-09-080
Other contributions to plan in this plan year2025-09-080
Other income to plan in this plan year2025-09-0839880
Plan net income in this plan year2025-09-0846921
Net assets as of the end of the plan year2025-09-08484129
Net assets as of the beginning of the plan year2025-09-08437208
Employer contributions to plan in this plan year2025-09-0815875
Fees paid to broker by Benefit Provider2025-09-0820
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-08260
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-040
Total liabilities as of the end of the plan year2024-10-040
Total liabilities as of the beginning of the plan year2024-10-040
Total expenses incurred by plan in this plan year2024-10-0473893
Net assets as of the end of the plan year2024-10-04437208
Total assets as of the beginning of the plan year2024-10-04448835
Value of plan covered by a fidelity bond2024-10-04100000
Participant contributions to plan in this plan year2024-10-042090
Other expenses paid from plan in this plan year2024-10-040
Other contributions to plan in this plan year2024-10-040
Other income to plan in this plan year2024-10-0440856
Plan net income in this plan year2024-10-04-11627
Net assets as of the end of the plan year2024-10-04437208
Net assets as of the beginning of the plan year2024-10-04448835
Employer contributions to plan in this plan year2024-10-0419320
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-04182
2023 : 403(B) THRIFT PLAN OF UNITED WAY OF TYLER/SMITH COUNTY, INCORPORATED 2023 401k financial data
Total transfers to/from plan in this plan year2023-04-180
Total expenses incurred by plan in this plan year2023-04-1840213
Net assets as of the end of the plan year2023-04-18433911
Total assets as of the beginning of the plan year2023-04-18494575
Value of plan covered by a fidelity bond2023-04-18100000
Participant contributions to plan in this plan year2023-04-183446
Other expenses paid from plan in this plan year2023-04-18234
Other income to plan in this plan year2023-04-18-43822
Plan net income in this plan year2023-04-18-60664
Net assets as of the end of the plan year2023-04-18433911
Net assets as of the beginning of the plan year2023-04-18494575
Employer contributions to plan in this plan year2023-04-1819925

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