| Plan Name | EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC. |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2023-01-01 | ANNA BARNSLEY-WERBLOW | 2024-09-18 | ||
| 001 | 2022-01-01 | ANNA BARNSLEY WERBLOW | 2023-08-11 | ||
| 001 | 2021-01-01 | ANNA BARNSLEY WERBLOW | 2022-10-11 | ||
| 001 | 2020-01-01 | ANNA BARNSLEY WERBLOW | 2021-10-04 | ||
| 001 | 2016-01-01 | ANNA BARNSLEY WERBLOW | 2017-06-22 |
| 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 year | 2025-07-23 | -301 |
| Total liabilities as of the end of the plan year | 2025-07-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-23 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-23 | 0 |
| Net assets as of the end of the plan year | 2025-07-23 | 0 |
| Total assets as of the beginning of the plan year | 2025-07-23 | 296 |
| Value of plan covered by a fidelity bond | 2025-07-23 | 50000 |
| Participant contributions to plan in this plan year | 2025-07-23 | 0 |
| Other expenses paid from plan in this plan year | 2025-07-23 | 0 |
| Other contributions to plan in this plan year | 2025-07-23 | 0 |
| Other income to plan in this plan year | 2025-07-23 | 5 |
| Plan net income in this plan year | 2025-07-23 | 5 |
| Net assets as of the end of the plan year | 2025-07-23 | 0 |
| Net assets as of the beginning of the plan year | 2025-07-23 | 296 |
| Employer contributions to plan in this plan year | 2025-07-23 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-23 | 0 |
| 2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC. 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-09-18 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-18 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-18 | 10 |
| Net assets as of the end of the plan year | 2024-09-18 | 296 |
| Total assets as of the beginning of the plan year | 2024-09-18 | 384775 |
| Value of plan covered by a fidelity bond | 2024-09-18 | 50000 |
| Participant contributions to plan in this plan year | 2024-09-18 | 0 |
| Other expenses paid from plan in this plan year | 2024-09-18 | 0 |
| Other contributions to plan in this plan year | 2024-09-18 | 0 |
| Other income to plan in this plan year | 2024-09-18 | -390359 |
| Plan net income in this plan year | 2024-09-18 | -384479 |
| Net assets as of the end of the plan year | 2024-09-18 | 296 |
| Net assets as of the beginning of the plan year | 2024-09-18 | 384775 |
| Employer contributions to plan in this plan year | 2024-09-18 | 5890 |
| Fees paid to broker by Benefit Provider | 2024-09-18 | 31 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-18 | 10 |
| 2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF JACKSON COUNTY, INC. 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-10-11 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-11 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-11 | 49 |
| Net assets as of the end of the plan year | 2022-10-11 | 489016 |
| Total assets as of the beginning of the plan year | 2022-10-11 | 432044 |
| Value of plan covered by a fidelity bond | 2022-10-11 | 50000 |
| Participant contributions to plan in this plan year | 2022-10-11 | 0 |
| Other expenses paid from plan in this plan year | 2022-10-11 | 49 |
| Other contributions to plan in this plan year | 2022-10-11 | 0 |
| Other income to plan in this plan year | 2022-10-11 | 48676 |
| Plan net income in this plan year | 2022-10-11 | 56972 |
| Net assets as of the end of the plan year | 2022-10-11 | 489016 |
| Net assets as of the beginning of the plan year | 2022-10-11 | 432044 |
| Employer contributions to plan in this plan year | 2022-10-11 | 8345 |
| Fees paid to broker by Benefit Provider | 2022-10-11 | 21 |