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| Plan Name | 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | UNITED WAY OF SPOKANE COUNTY |
| Employer identification number (EIN): | 910606058 |
| NAIC Classification: | 813000 |
| NAIC Description: | Religious, Grantmaking, Civic, Professional, and Similar Organizations |
Additional information about UNITED WAY OF SPOKANE COUNTY
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 1953-05-25 |
| Company Identification Number: | 601138294 |
| Legal Registered Office Address: |
920 N WASHINGTON ST STE 100 SPOKANE United States of America (USA) 992012229 |
More information about UNITED WAY OF SPOKANE COUNTY
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | PETER VELAZQUEZ | 2024-10-14 | ||
| 003 | 2022-01-01 | ERIN B SHORT | 2023-07-18 | ||
| 003 | 2021-01-01 | LONNI MARLOW | 2022-10-13 | ||
| 003 | 2020-01-01 | AMY FANNING | 2021-07-08 | ||
| 003 | 2019-01-01 | AMY FANNING | 2020-04-14 | AMY FANNING | 2020-04-14 |
| 003 | 2019-01-01 | AMY FANNING | 2020-07-29 | ||
| 003 | 2018-01-01 | AMY FANNING | 2019-04-24 | AMY FANNING | 2019-04-24 |
| 003 | 2017-01-01 | FRANKLIN DALE DAMRON | 2018-05-30 | ||
| 003 | 2016-01-01 | FRANKLIN DAMRON | 2017-05-18 | ||
| 003 | 2015-01-01 | FRANKLIN DAMRON | 2016-06-17 | ||
| 003 | 2014-01-01 | FRANKLIN DAMRON | 2015-06-23 | ||
| 003 | 2013-01-01 | DALE DAMRON | 2014-04-24 | ||
| 003 | 2012-01-01 | DALE DAMRON | 2013-07-24 | ||
| 003 | 2011-01-01 | FRANKLIN DALE DAMRON | 2012-06-27 | FRANKLIN DALE DAMRON | 2012-06-27 |
| 003 | 2010-01-01 | FRANKLIN DAMRON | 2011-06-13 | FRANKLIN DAMRON | 2011-06-13 |
| Measure | Date | Value |
|---|---|---|
| 2025: 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-07-22 | 30 |
| Total number of particpants at end of year | 2025-07-22 | 27 |
| Number of Participants With Account Balances | 2025-07-22 | 27 |
| 2024: 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY 2024 401k membership | ||
| Total number of particpants at beginning of year | 2024-10-14 | 32 |
| Total number of particpants at end of year | 2024-10-14 | 28 |
| Number of Participants With Account Balances | 2024-10-14 | 27 |
| Measure | Date | Value |
|---|---|---|
| 2025 : 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-07-22 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-22 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-22 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-22 | 122744 |
| Net assets as of the end of the plan year | 2025-07-22 | 1315443 |
| Total assets as of the beginning of the plan year | 2025-07-22 | 1238826 |
| Value of plan covered by a fidelity bond | 2025-07-22 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-22 | 12007 |
| Other expenses paid from plan in this plan year | 2025-07-22 | 0 |
| Other contributions to plan in this plan year | 2025-07-22 | 0 |
| Other income to plan in this plan year | 2025-07-22 | 171816 |
| Plan net income in this plan year | 2025-07-22 | 76617 |
| Net assets as of the end of the plan year | 2025-07-22 | 1315443 |
| Net assets as of the beginning of the plan year | 2025-07-22 | 1238826 |
| Employer contributions to plan in this plan year | 2025-07-22 | 15538 |
| Fees paid to broker by Benefit Provider | 2025-07-22 | 49 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-22 | 123 |
| 2024 : 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-14 | 58015 |
| Net assets as of the end of the plan year | 2024-10-14 | 1238826 |
| Total assets as of the beginning of the plan year | 2024-10-14 | 1069746 |
| Value of plan covered by a fidelity bond | 2024-10-14 | 1000000 |
| Participant contributions to plan in this plan year | 2024-10-14 | 31028 |
| Other expenses paid from plan in this plan year | 2024-10-14 | 0 |
| Other contributions to plan in this plan year | 2024-10-14 | 0 |
| Other income to plan in this plan year | 2024-10-14 | 170125 |
| Plan net income in this plan year | 2024-10-14 | 169080 |
| Net assets as of the end of the plan year | 2024-10-14 | 1238826 |
| Net assets as of the beginning of the plan year | 2024-10-14 | 1069746 |
| Employer contributions to plan in this plan year | 2024-10-14 | 25942 |
| Fees paid to broker by Benefit Provider | 2024-10-14 | 73 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-14 | 8 |