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UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN 401k Plan overview

Plan NameUNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN
Plan identification number 001

UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 SOUTHWEST WYOMING has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF SOUTHWEST WYOMING
Employer identification number (EIN):830233314
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF SOUTHWEST WYOMING

Jurisdiction of Incorporation: Wyoming Corporations Division
Incorporation Date: 1976-02-03
Company Identification Number: 000134117
Legal Registered Office Address: 510 South Main Street

Rock Springs
United States of America (USA)
82901

More information about UNITED WAY OF SOUTHWEST WYOMING

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KELLY FRINK2024-08-22
0012022-01-01KELLY FRINK2023-09-06
0012021-01-01KELLY FRINK2022-07-02
0012020-01-01KELLY FRINK2021-10-15
0012019-01-01KELLY FRINK2020-07-17
0012018-01-01KELLY FRINK2019-05-21
0012017-01-01KELLY FRINK2018-09-24
0012016-01-01KELLY FRINK2017-07-07
0012015-01-01KATHRYN TACKE2016-10-17 KATHRYN TACKE2016-10-17
0012014-01-01KATHRYN TACKE2015-07-16 KATHRYN TACKE2015-07-16
0012013-01-01KATHRYNE TACKE2014-09-18 KATHRYNE TACKE2014-09-18
0012012-01-01KATHRYNE TACKE2013-10-15 KATHRYNE TACKE2013-10-15
0012011-01-01KATHRYNE TACKE2013-07-10 KATHRYNE TACKE2013-07-10
0012010-01-01SUZANNE ZUTTER2011-10-17 SUZANNE ZUTTER2011-10-16

Financial Data on UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN

Measure Date Value
2025 : UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-160
Net assets as of the end of the plan year2025-09-16258016
Total assets as of the beginning of the plan year2025-09-16211570
Value of plan covered by a fidelity bond2025-09-1625000
Participant contributions to plan in this plan year2025-09-16470
Other income to plan in this plan year2025-09-1635345
Plan net income in this plan year2025-09-1646446
Net assets as of the end of the plan year2025-09-16258016
Net assets as of the beginning of the plan year2025-09-16211570
Employer contributions to plan in this plan year2025-09-1610631
2024 : UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-2219343
Total expenses incurred by plan in this plan year2024-08-220
Net assets as of the end of the plan year2024-08-22211570
Total assets as of the beginning of the plan year2024-08-22143993
Value of plan covered by a fidelity bond2024-08-2225000
Participant contributions to plan in this plan year2024-08-22390
Other income to plan in this plan year2024-08-2236739
Plan net income in this plan year2024-08-2248234
Net assets as of the end of the plan year2024-08-22211570
Net assets as of the beginning of the plan year2024-08-22143993
Employer contributions to plan in this plan year2024-08-2211105
2022 : UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-020
Net assets as of the end of the plan year2022-07-02434434
Total assets as of the beginning of the plan year2022-07-02368092
Value of plan covered by a fidelity bond2022-07-0225000
Participant contributions to plan in this plan year2022-07-02360
Other income to plan in this plan year2022-07-0256631
Plan net income in this plan year2022-07-0266342
Net assets as of the end of the plan year2022-07-02434434
Net assets as of the beginning of the plan year2022-07-02368092
Employer contributions to plan in this plan year2022-07-029351

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