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403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC.
Plan identification number 002

403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC. 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 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 SOUTHERN NEVADA, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF SOUTHERN NEVADA, INC.
Employer identification number (EIN):880071328
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JAMES EKSTRAND2024-10-08
0022022-01-01JAMES EKSTRAND2023-10-16
0022021-01-01JAMES EKSTRAND2022-10-17
0022020-01-01KAHOKU HENSON2021-06-01
0022019-01-01KAHOKU HENSON2020-07-17
0022018-01-01JOHN JOHNSON2019-07-16
0022017-01-01JOHN JOHNSON2018-05-22 JOHN JOHNSON2018-05-22
0022016-01-01JOHN JOHNSON2017-05-16 JOHN JOHNSON2017-05-16
0022014-01-01SABRI OZUN2015-05-20 SABRI OZUN2015-05-20
0022013-01-01SABRI OZUN2014-07-23 SABRI OZUN2014-07-23
0022012-01-01LINDA ERATH2013-05-23 LINDA ERATH2013-05-23
0022011-01-01LINDA ERATH2012-06-21 LINDA ERATH2012-06-21
0022010-01-01LINDA ERATH2011-07-14 LINDA ERATH2011-07-14

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC.

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC. 2025 401k membership
Total number of particpants at beginning of year2025-09-3088
Total number of particpants at end of year2025-09-3085
Number of Participants With Account Balances2025-09-3079
2024: 403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC. 2024 401k membership
Total number of particpants at beginning of year2024-10-0882
Total number of particpants at end of year2024-10-0888
Number of Participants With Account Balances2024-10-0883

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC.

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-300
Total liabilities as of the end of the plan year2025-09-300
Total liabilities as of the beginning of the plan year2025-09-300
Total expenses incurred by plan in this plan year2025-09-30765372
Net assets as of the end of the plan year2025-09-304315972
Total assets as of the beginning of the plan year2025-09-304261478
Value of plan covered by a fidelity bond2025-09-301000000
Participant contributions to plan in this plan year2025-09-30155830
Value of participant loans at end of plan year2025-09-308417
Other expenses paid from plan in this plan year2025-09-300
Other contributions to plan in this plan year2025-09-3031261
Other income to plan in this plan year2025-09-30582785
Plan net income in this plan year2025-09-3054494
Net assets as of the end of the plan year2025-09-304315972
Net assets as of the beginning of the plan year2025-09-304261478
Employer contributions to plan in this plan year2025-09-3049990
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-30480
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF SOUTHERN NEVADA, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-080
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-08134027
Net assets as of the end of the plan year2024-10-084261478
Total assets as of the beginning of the plan year2024-10-083611866
Value of plan covered by a fidelity bond2024-10-081000000
Participant contributions to plan in this plan year2024-10-08142881
Other expenses paid from plan in this plan year2024-10-080
Other contributions to plan in this plan year2024-10-084342
Other income to plan in this plan year2024-10-08546461
Plan net income in this plan year2024-10-08649612
Net assets as of the end of the plan year2024-10-084261478
Net assets as of the beginning of the plan year2024-10-083611866
Employer contributions to plan in this plan year2024-10-0889955
Fees paid to broker by Benefit Provider2024-10-08557
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-08181

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