| Plan Name | UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | KELLY FRINK | 2024-08-22 | ||
| 001 | 2022-01-01 | KELLY FRINK | 2023-09-06 | ||
| 001 | 2021-01-01 | KELLY FRINK | 2022-07-02 | ||
| 001 | 2020-01-01 | KELLY FRINK | 2021-10-15 | ||
| 001 | 2019-01-01 | KELLY FRINK | 2020-07-17 | ||
| 001 | 2018-01-01 | KELLY FRINK | 2019-05-21 | ||
| 001 | 2017-01-01 | KELLY FRINK | 2018-09-24 | ||
| 001 | 2016-01-01 | KELLY FRINK | 2017-07-07 | ||
| 001 | 2015-01-01 | KATHRYN TACKE | 2016-10-17 | KATHRYN TACKE | 2016-10-17 |
| 001 | 2014-01-01 | KATHRYN TACKE | 2015-07-16 | KATHRYN TACKE | 2015-07-16 |
| 001 | 2013-01-01 | KATHRYNE TACKE | 2014-09-18 | KATHRYNE TACKE | 2014-09-18 |
| 001 | 2012-01-01 | KATHRYNE TACKE | 2013-10-15 | KATHRYNE TACKE | 2013-10-15 |
| 001 | 2011-01-01 | KATHRYNE TACKE | 2013-07-10 | KATHRYNE TACKE | 2013-07-10 |
| 001 | 2010-01-01 | SUZANNE ZUTTER | 2011-10-17 | SUZANNE ZUTTER | 2011-10-16 |
| Measure | Date | Value |
|---|---|---|
| 2025 : UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-09-16 | 0 |
| Net assets as of the end of the plan year | 2025-09-16 | 258016 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 211570 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 25000 |
| Participant contributions to plan in this plan year | 2025-09-16 | 470 |
| Other income to plan in this plan year | 2025-09-16 | 35345 |
| Plan net income in this plan year | 2025-09-16 | 46446 |
| Net assets as of the end of the plan year | 2025-09-16 | 258016 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 211570 |
| Employer contributions to plan in this plan year | 2025-09-16 | 10631 |
| 2024 : UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-08-22 | 19343 |
| Total expenses incurred by plan in this plan year | 2024-08-22 | 0 |
| Net assets as of the end of the plan year | 2024-08-22 | 211570 |
| Total assets as of the beginning of the plan year | 2024-08-22 | 143993 |
| Value of plan covered by a fidelity bond | 2024-08-22 | 25000 |
| Participant contributions to plan in this plan year | 2024-08-22 | 390 |
| Other income to plan in this plan year | 2024-08-22 | 36739 |
| Plan net income in this plan year | 2024-08-22 | 48234 |
| Net assets as of the end of the plan year | 2024-08-22 | 211570 |
| Net assets as of the beginning of the plan year | 2024-08-22 | 143993 |
| Employer contributions to plan in this plan year | 2024-08-22 | 11105 |
| 2022 : UNITED WAY OF SOUTHWEST WYOMING 403(B) PLAN 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-02 | 0 |
| Net assets as of the end of the plan year | 2022-07-02 | 434434 |
| Total assets as of the beginning of the plan year | 2022-07-02 | 368092 |
| Value of plan covered by a fidelity bond | 2022-07-02 | 25000 |
| Participant contributions to plan in this plan year | 2022-07-02 | 360 |
| Other income to plan in this plan year | 2022-07-02 | 56631 |
| Plan net income in this plan year | 2022-07-02 | 66342 |
| Net assets as of the end of the plan year | 2022-07-02 | 434434 |
| Net assets as of the beginning of the plan year | 2022-07-02 | 368092 |
| Employer contributions to plan in this plan year | 2022-07-02 | 9351 |