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

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

UNITED WAY OF SANTA CRUZ COUNTY 403(B) PLAN Benefits

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

Company Name:UNITED WAY OF SANTA CRUZ COUNTY
Employer identification number (EIN):941422471
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF SANTA CRUZ COUNTY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0724496

More information about UNITED WAY OF SANTA CRUZ COUNTY

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-07-01MICHELLE DODGE2024-11-26 MICHELLE DODGE2024-11-26
0012022-07-01MICHELLE DODGE2023-12-14 MICHELLE DODGE2023-12-14
0012021-07-01MICHELLE DODGE2022-11-07 MICHELLE DODGE2022-11-07
0012020-07-01MICHELLE DODGE2021-09-29 MICHELLE DODGE2021-09-29
0012019-07-01MICHELLE DODGE2020-08-20 MICHELLE DODGE2020-08-20
0012018-07-01CHRISTINE REYNOLDS2019-10-29 CHRISTINE REYNOLDS2019-10-29
0012017-07-01CHRISSIE REYNOLDS2018-08-28
0012016-07-01ALAN BEANS2017-09-08
0012015-07-01ALAN BEANS2016-11-07
0012014-07-01KAREN SULLIVAN2015-12-18
0012013-07-01KAREN SULLIVAN2015-01-23
0012012-07-01ANGELA CLINE2014-10-14
0012011-07-01ANGELA CLINE2012-11-15
0012010-07-01ANGELA CLINE2012-01-27

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

Measure Date Value
2025 : UNITED WAY OF SANTA CRUZ COUNTY 403(B) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0621774
Net assets as of the end of the plan year2025-10-061459750
Total assets as of the beginning of the plan year2025-10-061207922
Value of plan covered by a fidelity bond2025-10-06100000
Participant contributions to plan in this plan year2025-10-0632344
Value of participant loans at end of plan year2025-10-064975
Other income to plan in this plan year2025-10-06170514
Plan net income in this plan year2025-10-06251828
Net assets as of the end of the plan year2025-10-061459750
Net assets as of the beginning of the plan year2025-10-061207922
Employer contributions to plan in this plan year2025-10-0670744
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-06100
2024 : UNITED WAY OF SANTA CRUZ COUNTY 403(B) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-11-2610360
Net assets as of the end of the plan year2024-11-261207922
Total assets as of the beginning of the plan year2024-11-26970260
Value of plan covered by a fidelity bond2024-11-26100000
Participant contributions to plan in this plan year2024-11-2627318
Other income to plan in this plan year2024-11-26150640
Plan net income in this plan year2024-11-26237662
Net assets as of the end of the plan year2024-11-261207922
Net assets as of the beginning of the plan year2024-11-26970260
Employer contributions to plan in this plan year2024-11-2670064
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-26350

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