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403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY 401k Plan overview

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY
Plan identification number 003

403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY 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.
  • 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 SPOKANE COUNTY has sponsored the creation of one or more 401k plans.

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01PETER VELAZQUEZ2024-10-14
0032022-01-01ERIN B SHORT2023-07-18
0032021-01-01LONNI MARLOW2022-10-13
0032020-01-01AMY FANNING2021-07-08
0032019-01-01AMY FANNING2020-04-14 AMY FANNING2020-04-14
0032019-01-01AMY FANNING2020-07-29
0032018-01-01AMY FANNING2019-04-24 AMY FANNING2019-04-24
0032017-01-01FRANKLIN DALE DAMRON2018-05-30
0032016-01-01FRANKLIN DAMRON2017-05-18
0032015-01-01FRANKLIN DAMRON2016-06-17
0032014-01-01FRANKLIN DAMRON2015-06-23
0032013-01-01DALE DAMRON2014-04-24
0032012-01-01DALE DAMRON2013-07-24
0032011-01-01FRANKLIN DALE DAMRON2012-06-27 FRANKLIN DALE DAMRON2012-06-27
0032010-01-01FRANKLIN DAMRON2011-06-13 FRANKLIN DAMRON2011-06-13

Plan Statistics for 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY

401k plan membership statisitcs for 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY 2025 401k membership
Total number of particpants at beginning of year2025-07-2230
Total number of particpants at end of year2025-07-2227
Number of Participants With Account Balances2025-07-2227
2024: 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-10-1432
Total number of particpants at end of year2024-10-1428
Number of Participants With Account Balances2024-10-1427

Financial Data on 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY

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 year2025-07-220
Total liabilities as of the end of the plan year2025-07-220
Total liabilities as of the beginning of the plan year2025-07-220
Total expenses incurred by plan in this plan year2025-07-22122744
Net assets as of the end of the plan year2025-07-221315443
Total assets as of the beginning of the plan year2025-07-221238826
Value of plan covered by a fidelity bond2025-07-221000000
Participant contributions to plan in this plan year2025-07-2212007
Other expenses paid from plan in this plan year2025-07-220
Other contributions to plan in this plan year2025-07-220
Other income to plan in this plan year2025-07-22171816
Plan net income in this plan year2025-07-2276617
Net assets as of the end of the plan year2025-07-221315443
Net assets as of the beginning of the plan year2025-07-221238826
Employer contributions to plan in this plan year2025-07-2215538
Fees paid to broker by Benefit Provider2025-07-2249
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-22123
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF SPOKANE COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-1458015
Net assets as of the end of the plan year2024-10-141238826
Total assets as of the beginning of the plan year2024-10-141069746
Value of plan covered by a fidelity bond2024-10-141000000
Participant contributions to plan in this plan year2024-10-1431028
Other expenses paid from plan in this plan year2024-10-140
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-14170125
Plan net income in this plan year2024-10-14169080
Net assets as of the end of the plan year2024-10-141238826
Net assets as of the beginning of the plan year2024-10-141069746
Employer contributions to plan in this plan year2024-10-1425942
Fees paid to broker by Benefit Provider2024-10-1473
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-148

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