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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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(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 TREASURE VALLEY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF TREASURE VALLEY, INC.
Employer identification number (EIN):820299013
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01TIMOTHY RYAN JACKSON2024-04-30
0022022-01-01MARK NAIL2023-03-21
0022021-01-01MARK NAIL2022-02-22
0022020-01-01MARK NAIL2021-04-28
0022018-01-01MARK NAIL2019-05-09
0022017-01-01MARK NAIL2018-07-13
0022016-01-01MARK NAIL2017-04-13
0022015-01-01MARK NAIL2016-05-16
0022014-01-01MARK NAIL2015-07-20 MARK NAIL2015-07-20
0022013-01-01MARK NAIL2014-06-25
0022012-01-01CARMEN WEYLAND2013-07-15
0022011-01-01CARMEN WEYLAND2012-09-18
0022010-01-01DOUGLAS CALDER2011-07-15

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC.

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC.

Measure Date Value
2025: TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-04-0724
Total number of particpants at end of year2025-04-0726
Number of Participants With Account Balances2025-04-0726
2024: TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-04-3021
Total number of particpants at end of year2024-04-3021
Number of Participants With Account Balances2024-04-3021
2022: TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-02-2221
Total number of particpants at end of year2022-02-2221
Number of Participants With Account Balances2022-02-2221

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC. 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-07601581
Net assets as of the end of the plan year2025-04-07751623
Total assets as of the beginning of the plan year2025-04-071071803
Participant contributions to plan in this plan year2025-04-07101949
Other income to plan in this plan year2025-04-07121465
Plan net income in this plan year2025-04-07-320180
Net assets as of the end of the plan year2025-04-07751623
Net assets as of the beginning of the plan year2025-04-071071803
Employer contributions to plan in this plan year2025-04-0757987
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-073340
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC. 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-30509289
Net assets as of the end of the plan year2024-04-301071803
Total assets as of the beginning of the plan year2024-04-301198231
Value of plan covered by a fidelity bond2024-04-30109600
Participant contributions to plan in this plan year2024-04-30104402
Other income to plan in this plan year2024-04-30196005
Plan net income in this plan year2024-04-30-126428
Net assets as of the end of the plan year2024-04-301071803
Net assets as of the beginning of the plan year2024-04-301198231
Employer contributions to plan in this plan year2024-04-3082454
Fees paid to broker by Benefit Provider2024-04-304474
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-303609
2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF TREASURE VALLEY, INC. 2022 401k financial data
Total expenses incurred by plan in this plan year2022-02-2212869
Net assets as of the end of the plan year2022-02-221428818
Total assets as of the beginning of the plan year2022-02-221084258
Value of plan covered by a fidelity bond2022-02-22150000
Participant contributions to plan in this plan year2022-02-22105374
Other income to plan in this plan year2022-02-22192835
Plan net income in this plan year2022-02-22344560
Net assets as of the end of the plan year2022-02-221428818
Net assets as of the beginning of the plan year2022-02-221084258
Employer contributions to plan in this plan year2022-02-2259220
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-223292

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