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TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

UNITED WAY OF THE BAY AREA has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE BAY AREA
Employer identification number (EIN):941312348
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF THE BAY AREA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0301266

More information about UNITED WAY OF THE BAY AREA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032014-01-01JOAN BRAUN2016-01-04 JOAN BRAUN2016-01-04
0032013-01-01JOAN BRAUN2016-01-04 JOAN BRAUN2016-01-04
0032012-01-01JOAN CATHERINE BRAUN2013-09-24
0032009-01-01NATALIE CEDENO

Plan Statistics for TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA

401k plan membership statisitcs for TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA

Measure Date Value
2009: TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA 2009 401k membership
Total participants, beginning-of-year2009-01-01133
Total number of active participants reported on line 7a of the Form 55002009-01-01111
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01152
Number of participants with account balances2009-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA

Measure Date Value
2009 : TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA

2009: TAX DEFERRED ANNUITY PLAN OF THE UNITED WAY OF THE BAY AREA 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

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