UNITED WAY OF THE COLUMBIA-WILLAMET TE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE
401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE
| Measure | Date | Value |
|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-10-14 | 0 |
| Total liabilities as of the end of the plan year | 2025-10-14 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-14 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-14 | 54180 |
| Net assets as of the end of the plan year | 2025-10-14 | 149388 |
| Total assets as of the beginning of the plan year | 2025-10-14 | 171983 |
| Value of plan covered by a fidelity bond | 2025-10-14 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-14 | 14307 |
| Other expenses paid from plan in this plan year | 2025-10-14 | 0 |
| Other contributions to plan in this plan year | 2025-10-14 | 0 |
| Other income to plan in this plan year | 2025-10-14 | 17278 |
| Plan net income in this plan year | 2025-10-14 | -22595 |
| Net assets as of the end of the plan year | 2025-10-14 | 149388 |
| Net assets as of the beginning of the plan year | 2025-10-14 | 171983 |
| Employer contributions to plan in this plan year | 2025-10-14 | 0 |
| Fees paid to broker by Benefit Provider | 2025-10-14 | 16 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-14 | 117 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-24 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-24 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-24 | 0 |
| Net assets as of the end of the plan year | 2024-09-24 | 171983 |
| Total assets as of the beginning of the plan year | 2024-09-24 | 135244 |
| Value of plan covered by a fidelity bond | 2024-09-24 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-24 | 18339 |
| Other expenses paid from plan in this plan year | 2024-09-24 | 0 |
| Other contributions to plan in this plan year | 2024-09-24 | 0 |
| Other income to plan in this plan year | 2024-09-24 | 18400 |
| Plan net income in this plan year | 2024-09-24 | 36739 |
| Net assets as of the end of the plan year | 2024-09-24 | 171983 |
| Net assets as of the beginning of the plan year | 2024-09-24 | 135244 |
| Employer contributions to plan in this plan year | 2024-09-24 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-24 | 0 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2022-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2022-07-25 | 34 |
| Net assets as of the end of the plan year | 2022-07-25 | 208858 |
| Total assets as of the beginning of the plan year | 2022-07-25 | 97928 |
| Value of plan covered by a fidelity bond | 2022-07-25 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-25 | 45382 |
| Other expenses paid from plan in this plan year | 2022-07-25 | 34 |
| Other contributions to plan in this plan year | 2022-07-25 | 0 |
| Other income to plan in this plan year | 2022-07-25 | 65582 |
| Plan net income in this plan year | 2022-07-25 | 110930 |
| Net assets as of the end of the plan year | 2022-07-25 | 208858 |
| Net assets as of the beginning of the plan year | 2022-07-25 | 97928 |
| Employer contributions to plan in this plan year | 2022-07-25 | 0 |
| Fees paid to broker by Benefit Provider | 2022-07-25 | 41 |