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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 JACKSON COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF JACKSON COUNTY, INC.
Employer identification number (EIN):930576632
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF JACKSON COUNTY, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2069-04-16
Company Identification Number: 8611816
Legal Registered Office Address: 60 HAWTHORN ST

MEDFORD
United States of America (USA)
97504

More information about UNITED WAY OF JACKSON COUNTY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANNA BARNSLEY-WERBLOW2024-09-18
0012022-01-01ANNA BARNSLEY WERBLOW2023-08-11
0012021-01-01ANNA BARNSLEY WERBLOW2022-10-11
0012020-01-01ANNA BARNSLEY WERBLOW2021-10-04
0012016-01-01ANNA BARNSLEY WERBLOW2017-06-22

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-23-301
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 year2025-07-230
Net assets as of the end of the plan year2025-07-230
Total assets as of the beginning of the plan year2025-07-23296
Value of plan covered by a fidelity bond2025-07-2350000
Participant contributions to plan in this plan year2025-07-230
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 year2025-07-235
Plan net income in this plan year2025-07-235
Net assets as of the end of the plan year2025-07-230
Net assets as of the beginning of the plan year2025-07-23296
Employer contributions to plan in this plan year2025-07-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-230
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-180
Total liabilities as of the end of the plan year2024-09-180
Total liabilities as of the beginning of the plan year2024-09-180
Total expenses incurred by plan in this plan year2024-09-1810
Net assets as of the end of the plan year2024-09-18296
Total assets as of the beginning of the plan year2024-09-18384775
Value of plan covered by a fidelity bond2024-09-1850000
Participant contributions to plan in this plan year2024-09-180
Other expenses paid from plan in this plan year2024-09-180
Other contributions to plan in this plan year2024-09-180
Other income to plan in this plan year2024-09-18-390359
Plan net income in this plan year2024-09-18-384479
Net assets as of the end of the plan year2024-09-18296
Net assets as of the beginning of the plan year2024-09-18384775
Employer contributions to plan in this plan year2024-09-185890
Fees paid to broker by Benefit Provider2024-09-1831
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-1810
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC. 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 year2022-10-1149
Net assets as of the end of the plan year2022-10-11489016
Total assets as of the beginning of the plan year2022-10-11432044
Value of plan covered by a fidelity bond2022-10-1150000
Participant contributions to plan in this plan year2022-10-110
Other expenses paid from plan in this plan year2022-10-1149
Other contributions to plan in this plan year2022-10-110
Other income to plan in this plan year2022-10-1148676
Plan net income in this plan year2022-10-1156972
Net assets as of the end of the plan year2022-10-11489016
Net assets as of the beginning of the plan year2022-10-11432044
Employer contributions to plan in this plan year2022-10-118345
Fees paid to broker by Benefit Provider2022-10-1121

Potentially related plans

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