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UNITED WAY OF PIERCE COUNTY RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF PIERCE COUNTY RETIREMENT PLAN
Plan identification number 002

UNITED WAY OF PIERCE COUNTY RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

UNITED WAY OF PIERCE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF PIERCE COUNTY
Employer identification number (EIN):910650669
NAIC Classification:624200

Additional information about UNITED WAY OF PIERCE COUNTY

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1952-09-12
Company Identification Number: 601138734
Legal Registered Office Address: 1501 PACIFIC AVE 4TH FL

TACOMA
United States of America (USA)
984020000

More information about UNITED WAY OF PIERCE COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF PIERCE COUNTY RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01PETER GRIGNON2024-09-04
0022022-01-01PETER GRIGNON2023-10-10
0022021-01-01PETER GRIGNON2022-10-11
0022020-01-01PETER GRIGNON2021-10-11
0022019-01-01PETER GRIGNON2020-09-28
0022018-01-01PETER GRIGNON2019-10-15
0022017-01-01PETER GRIGNON2018-10-12
0022016-01-01PETER GRIGNON2017-10-10
0022015-01-01PETER GRIGNON2016-09-22
0022014-01-01PETER GRIGNON2015-09-30
0022013-01-01PETER GRIGNON2014-10-10
0022012-01-01PETER GRIGNON2013-10-10
0022011-01-01PETER GRIGNON2012-10-13
0022010-01-01PETER GRIGNON2011-09-24

Financial Data on UNITED WAY OF PIERCE COUNTY RETIREMENT PLAN

Measure Date Value
2025 : UNITED WAY OF PIERCE COUNTY RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-10143540
Net assets as of the end of the plan year2025-10-104596262
Total assets as of the beginning of the plan year2025-10-104020161
Value of plan covered by a fidelity bond2025-10-103500000
Participant contributions to plan in this plan year2025-10-10127310
Value of participant loans at end of plan year2025-10-1018024
Other income to plan in this plan year2025-10-10476608
Plan net income in this plan year2025-10-10576101
Net assets as of the end of the plan year2025-10-104596262
Net assets as of the beginning of the plan year2025-10-104020161
Employer contributions to plan in this plan year2025-10-10115723
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-1045372
2024 : UNITED WAY OF PIERCE COUNTY RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-040
Total liabilities as of the end of the plan year2024-09-040
Total liabilities as of the beginning of the plan year2024-09-040
Total expenses incurred by plan in this plan year2024-09-0441346
Net assets as of the end of the plan year2024-09-044020161
Total assets as of the beginning of the plan year2024-09-043296252
Value of plan covered by a fidelity bond2024-09-04405937
Participant contributions to plan in this plan year2024-09-04141419
Value of participant loans at end of plan year2024-09-044590
Other expenses paid from plan in this plan year2024-09-040
Other contributions to plan in this plan year2024-09-040
Other income to plan in this plan year2024-09-04511763
Plan net income in this plan year2024-09-04723909
Net assets as of the end of the plan year2024-09-044020161
Net assets as of the beginning of the plan year2024-09-043296252
Employer contributions to plan in this plan year2024-09-04112073
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0424346
2022 : UNITED WAY OF PIERCE COUNTY RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-11241547
Net assets as of the end of the plan year2022-10-114059368
Total assets as of the beginning of the plan year2022-10-113656214
Value of plan covered by a fidelity bond2022-10-11375000
Participant contributions to plan in this plan year2022-10-11124693
Value of participant loans at end of plan year2022-10-119824
Other expenses paid from plan in this plan year2022-10-1128320
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-11413438
Plan net income in this plan year2022-10-11403154
Net assets as of the end of the plan year2022-10-114059368
Net assets as of the beginning of the plan year2022-10-113656214
Employer contributions to plan in this plan year2022-10-11106570
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-110

Potentially related plans

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