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UNITED WAY OF WELD COUNTY 401(K) PLAN 401k Plan overview

Plan NameUNITED WAY OF WELD COUNTY 401(K) PLAN
Plan identification number 001

UNITED WAY OF WELD COUNTY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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 WELD COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF WELD COUNTY
Employer identification number (EIN):846011918
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF WELD COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01REBECCA RICKERS2024-05-24
0012022-01-01REBECCA RICKERS2023-06-12
0012021-01-01REBECCA RICKERS2022-07-06
0012020-01-01REBECCA RICKERS2021-10-01
0012019-01-01ALYSON ROME2020-06-30
0012018-01-01ALYSON ROME2019-06-26
0012017-01-01ALYSON ROME2018-06-18
0012016-01-01ALYSON ROME2017-05-31
0012015-01-01ALYSON ROME2016-07-14
0012014-01-01DIANA VASQUEZ2015-06-29
0012013-01-01DIANA VASQUEZ2014-06-04

Financial Data on UNITED WAY OF WELD COUNTY 401(K) PLAN

Measure Date Value
2025 : UNITED WAY OF WELD COUNTY 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-11105974
Net assets as of the end of the plan year2025-06-11689485
Total assets as of the beginning of the plan year2025-06-11600173
Value of plan covered by a fidelity bond2025-06-1161000
Participant contributions to plan in this plan year2025-06-1177714
Value of participant loans at end of plan year2025-06-117029
Other income to plan in this plan year2025-06-1157171
Plan net income in this plan year2025-06-1189312
Net assets as of the end of the plan year2025-06-11689485
Net assets as of the beginning of the plan year2025-06-11600173
Employer contributions to plan in this plan year2025-06-1160401
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-11650
2024 : UNITED WAY OF WELD COUNTY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-24351163
Net assets as of the end of the plan year2024-05-24600173
Total assets as of the beginning of the plan year2024-05-24756563
Value of plan covered by a fidelity bond2024-05-2476000
Participant contributions to plan in this plan year2024-05-2468629
Value of participant loans at end of plan year2024-05-249067
Other income to plan in this plan year2024-05-2480574
Plan net income in this plan year2024-05-24-156390
Net assets as of the end of the plan year2024-05-24600173
Net assets as of the beginning of the plan year2024-05-24756563
Employer contributions to plan in this plan year2024-05-2445570
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-24450

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