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UNITED WAY OF LARIMER COUNTY INC. 403(B) PLAN 401k Plan overview

Plan NameUNITED WAY OF LARIMER COUNTY INC. 403(B) PLAN
Plan identification number 001

UNITED WAY OF LARIMER COUNTY INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITED WAY OF LARIMER COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF LARIMER COUNTY, INC.
Employer identification number (EIN):846031503
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF LARIMER COUNTY, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1958-07-17
Company Identification Number: 19871261509
Legal Registered Office Address: 525 W Oak St Ste 101

Fort Collins
United States of America (USA)
80521

More information about UNITED WAY OF LARIMER COUNTY, INC.

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01JOY SULLIVAN2024-04-12
0012021-07-01DEIRDRE SULLIVAN2023-01-24
0012020-07-01DEIRDRE SULLIVAN2021-11-03
0012019-07-01DEIRDRE SULLIVAN2021-04-06
0012018-07-01ANNE MARIE DAVIES2020-01-27 ANNE MARIE DAVIES2020-01-27
0012017-07-01ANNE MARIE DAVIES2019-01-31 ANNE MARIE DAVIES2019-01-31
0012016-07-01ANNE MARIE DAVIES2018-03-14 ANNE MARIE DAVIES2018-03-14
0012015-07-01GORDAN THIBEDEAU2017-04-11 GORDAN THIBEDEAU2017-04-11
0012014-07-01GORDAN THIBEDEAU2016-02-01 GORDAN THIBEDEAU2016-02-01
0012013-07-01GORDAN THIBEDEAU2015-01-30
0012012-07-01GORDAN THIBEDEAU2014-01-31
0012011-07-01GORDAN THIBEDEAU2013-01-10
0012010-07-01GORDAN THIBEDEAU2012-04-13
0012009-07-01BRIAN MCCLUSKEY GORDAN THIBEDEAU2011-01-11

Financial Data on UNITED WAY OF LARIMER COUNTY INC. 403(B) PLAN

Measure Date Value
2025 : UNITED WAY OF LARIMER COUNTY INC. 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-04-1510682
Net assets as of the end of the plan year2025-04-1516919
Total assets as of the beginning of the plan year2025-04-1525720
Value of plan covered by a fidelity bond2025-04-15100000
Other income to plan in this plan year2025-04-151881
Plan net income in this plan year2025-04-15-8801
Net assets as of the end of the plan year2025-04-1516919
Net assets as of the beginning of the plan year2025-04-1525720
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-15110
2023 : UNITED WAY OF LARIMER COUNTY INC. 403(B) PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-01-24239273
Net assets as of the end of the plan year2023-01-2448041
Total assets as of the beginning of the plan year2023-01-24299617
Value of plan covered by a fidelity bond2023-01-24100000
Other income to plan in this plan year2023-01-24-12303
Plan net income in this plan year2023-01-24-251576
Net assets as of the end of the plan year2023-01-2448041
Net assets as of the beginning of the plan year2023-01-24299617
Expensese paid to adminstrative service provicers from plan in this plan year2023-01-24350

Form 5500 Responses for UNITED WAY OF LARIMER COUNTY INC. 403(B) PLAN

2009: UNITED WAY OF LARIMER COUNTY INC. 403(B) PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo

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