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| Plan Name | 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL NEW MEXICO |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | UNITED WAY OF CENTRAL NEW MEXICO |
| Employer identification number (EIN): | 850277138 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2022-07-01 | CINDY EASON-MANNING | 2024-04-03 | ||
| 003 | 2021-07-01 | SHIRLEY MITCHELL | 2023-04-12 | ||
| 003 | 2020-07-01 | BILL NEWELL | 2021-09-21 | ||
| 003 | 2019-07-01 | WILLIAM NEWELL | 2020-12-07 | ||
| 003 | 2015-07-01 | PATRICK WILKINS | 2016-12-14 | PATRICK WILKINS | 2016-12-14 |
| 003 | 2013-07-01 | MARIE THAMES | 2015-01-26 | MARIE THAMES | 2015-01-26 |
| 003 | 2012-07-01 | MARIE THAMES | 2014-03-03 | MARIE THAMES | 2014-03-03 |
| 003 | 2011-07-01 | LISA KRUGER | 2012-12-10 | LISA KRUGER | 2012-12-10 |
| 003 | 2010-07-01 | LISA PILLAR | 2012-01-24 | LISA PILLAR | 2012-01-24 |
| Measure | Date | Value |
|---|---|---|
| 2025: 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL NEW MEXICO 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-04-02 | 66 |
| Total number of particpants at end of year | 2025-04-02 | 71 |
| Number of Participants With Account Balances | 2025-04-02 | 70 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL NEW MEXICO 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-04-02 | 145636 |
| Net assets as of the end of the plan year | 2025-04-02 | 3650473 |
| Total assets as of the beginning of the plan year | 2025-04-02 | 3019405 |
| Value of plan covered by a fidelity bond | 2025-04-02 | 350000 |
| Participant contributions to plan in this plan year | 2025-04-02 | 143468 |
| Value of participant loans at end of plan year | 2025-04-02 | 26950 |
| Other income to plan in this plan year | 2025-04-02 | 423701 |
| Plan net income in this plan year | 2025-04-02 | 631068 |
| Net assets as of the end of the plan year | 2025-04-02 | 3650473 |
| Net assets as of the beginning of the plan year | 2025-04-02 | 3019405 |
| Employer contributions to plan in this plan year | 2025-04-02 | 209535 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-02 | 21794 |
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