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403(B) THRIFT PLAN OF UNITED WAY OF YELLOWSTONE COUNTY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF YELLOWSTONE COUNTY, INC.
Plan identification number 005

403(B) THRIFT PLAN OF UNITED WAY OF YELLOWSTONE COUNTY, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 YELLOWSTONE COUNTY, I NC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF YELLOWSTONE COUNTY, I NC.
Employer identification number (EIN):810287507
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF YELLOWSTONE COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-07-01SONJA CLAYTON2025-01-16
0052022-07-01SONJA CLAYTON2024-01-23
0052021-07-01SONJA CLAYTON2023-01-27
0052020-07-01CORAL WILLIAMSON2022-01-24
0052019-07-01CORAL WILLIAMSON2021-01-27
0052017-07-01KATRINA MACLEOD2019-01-07
0052014-07-01JANE CROWDER2016-01-13
0052013-07-01PATTI SCHRAGE2015-01-22 CAROL BURTON2015-01-22
0052012-07-01KATRINA MACLEOD2014-01-09 CAROL BURTON2014-01-09
0052011-07-01CAROL BURTON2013-01-18 CAROL BURTON2013-01-18
0052010-07-01KATRINA MACLEOD2011-12-13 CAROL BURTON2011-12-13

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF YELLOWSTONE COUNTY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF YELLOWSTONE COUNTY, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF YELLOWSTONE COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-01-1644
Total number of particpants at end of year2025-01-1645
Number of Participants With Account Balances2025-01-1638

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF YELLOWSTONE COUNTY, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF YELLOWSTONE COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-01-160
Total liabilities as of the end of the plan year2025-01-160
Total liabilities as of the beginning of the plan year2025-01-160
Total expenses incurred by plan in this plan year2025-01-16247012
Net assets as of the end of the plan year2025-01-161155057
Total assets as of the beginning of the plan year2025-01-161016473
Value of plan covered by a fidelity bond2025-01-16150000
Participant contributions to plan in this plan year2025-01-1633255
Other expenses paid from plan in this plan year2025-01-160
Other contributions to plan in this plan year2025-01-1613202
Other income to plan in this plan year2025-01-16287467
Plan net income in this plan year2025-01-16138584
Net assets as of the end of the plan year2025-01-161155057
Net assets as of the beginning of the plan year2025-01-161016473
Employer contributions to plan in this plan year2025-01-1651672
Expensese paid to adminstrative service provicers from plan in this plan year2025-01-16289

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