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

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

403(B) THRIFT PLAN OF UNITED WAY OF SNOHOMISH 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 SNOHOMISH COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF SNOHOMISH COUNTY
Employer identification number (EIN):910606507
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 SNOHOMISH COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01PATRICIA LEHR2024-07-29
0032022-01-01PATRICIA LEHR2023-10-10
0032021-01-01PATRICIA LEHR2022-04-18
0032020-01-01BRADFORD PARKER2021-10-14
0032019-01-01BRADFORD PARKER2020-07-31
0032018-01-01ZECHARIAS MESGANE2019-05-01
0032017-01-01ZECHARIAS MESGANE2018-04-13 ZECHARIAS MESGANE2018-04-13
0032016-01-01TRISH LEHR2017-07-28 TRISH LEHR2017-07-28
0032015-01-01JERI WILKES2016-06-21 JERI WILKES2016-06-21
0032014-01-01JERI WILKES2015-05-26 JERI WILKES2015-05-26
0032013-01-01JERI WILKES2014-07-07
0032012-01-01JERI WILKES2013-05-22
0032011-01-01JERI WILKES2012-05-31 JERI WILKES2012-05-31
0032010-01-01JERI WILKES2011-06-08 JERI WILKES2011-06-08

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

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

Measure Date Value
2025: 403(B) THRIFT PLAN OF UNITED WAY OF SNOHOMISH COUNTY 2025 401k membership
Total number of particpants at beginning of year2025-07-2362
Total number of particpants at end of year2025-07-2354
Number of Participants With Account Balances2025-07-2354
2024: 403(B) THRIFT PLAN OF UNITED WAY OF SNOHOMISH COUNTY 2024 401k membership
Total number of particpants at beginning of year2024-07-2967
Total number of particpants at end of year2024-07-2962
Number of Participants With Account Balances2024-07-2962

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

Measure Date Value
2025 : 403(B) THRIFT PLAN OF UNITED WAY OF SNOHOMISH COUNTY 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-230
Total liabilities as of the end of the plan year2025-07-230
Total liabilities as of the beginning of the plan year2025-07-230
Total expenses incurred by plan in this plan year2025-07-23993331
Net assets as of the end of the plan year2025-07-234004929
Total assets as of the beginning of the plan year2025-07-234304316
Value of plan covered by a fidelity bond2025-07-231000000
Participant contributions to plan in this plan year2025-07-2353299
Other expenses paid from plan in this plan year2025-07-230
Other contributions to plan in this plan year2025-07-230
Other income to plan in this plan year2025-07-23626617
Plan net income in this plan year2025-07-23-299387
Net assets as of the end of the plan year2025-07-234004929
Net assets as of the beginning of the plan year2025-07-234304316
Employer contributions to plan in this plan year2025-07-2314028
Fees paid to broker by Benefit Provider2025-07-2354
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-23456
2024 : 403(B) THRIFT PLAN OF UNITED WAY OF SNOHOMISH COUNTY 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-29209189
Net assets as of the end of the plan year2024-07-294304316
Total assets as of the beginning of the plan year2024-07-293827133
Value of plan covered by a fidelity bond2024-07-291000000
Participant contributions to plan in this plan year2024-07-2942366
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-29635644
Plan net income in this plan year2024-07-29477183
Net assets as of the end of the plan year2024-07-294304316
Net assets as of the beginning of the plan year2024-07-293827133
Employer contributions to plan in this plan year2024-07-298362
Fees paid to broker by Benefit Provider2024-07-29242
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2932

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