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

Plan NameUNITED WAY OF LANE COUNTY 403(B) PLAN
Plan identification number 001

UNITED WAY OF LANE COUNTY 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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.
  • 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 LANE COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF LANE COUNTY
Employer identification number (EIN):930394142
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012013-01-01CATHI MCNUTT2014-09-22
0012012-01-01CATHI MCNUTT2013-10-02
0012011-01-01CATHI MCNUTT2012-10-08
0012010-01-01PRISCILLA GOULD2011-06-10

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

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

Measure Date Value
2025: UNITED WAY OF LANE COUNTY 403(B) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1552
Total number of particpants at end of year2025-10-1558
Number of Participants With Account Balances2025-10-1537
2024: UNITED WAY OF LANE COUNTY 403(B) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0346
Total number of particpants at end of year2024-10-0352
Number of Participants With Account Balances2024-10-0335
2022: UNITED WAY OF LANE COUNTY 403(B) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-0353
Total number of particpants at end of year2022-10-0351
Number of Participants With Account Balances2022-10-0339

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

Measure Date Value
2025 : UNITED WAY OF LANE COUNTY 403(B) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-15146
Total expenses incurred by plan in this plan year2025-10-154281
Net assets as of the end of the plan year2025-10-15862552
Total assets as of the beginning of the plan year2025-10-15722725
Participant contributions to plan in this plan year2025-10-1552685
Other income to plan in this plan year2025-10-1591277
Plan net income in this plan year2025-10-15139681
Net assets as of the end of the plan year2025-10-15862406
Net assets as of the beginning of the plan year2025-10-15722725
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-152060
2024 : UNITED WAY OF LANE COUNTY 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-0327162
Net assets as of the end of the plan year2024-10-03722725
Total assets as of the beginning of the plan year2024-10-03605918
Participant contributions to plan in this plan year2024-10-0341094
Other contributions to plan in this plan year2024-10-0384
Other income to plan in this plan year2024-10-03102791
Plan net income in this plan year2024-10-03116807
Net assets as of the end of the plan year2024-10-03722725
Net assets as of the beginning of the plan year2024-10-03605918
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-032174
2022 : UNITED WAY OF LANE COUNTY 403(B) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-0361293
Net assets as of the end of the plan year2022-10-03768234
Total assets as of the beginning of the plan year2022-10-03655391
Participant contributions to plan in this plan year2022-10-0389366
Other contributions to plan in this plan year2022-10-030
Other income to plan in this plan year2022-10-0384770
Plan net income in this plan year2022-10-03112843
Net assets as of the end of the plan year2022-10-03768234
Net assets as of the beginning of the plan year2022-10-03655391
Employer contributions to plan in this plan year2022-10-030
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-032285

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