UNITED WAY OF SANTA CRUZ COUNTY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED WAY OF SANTA CRUZ COUNTY F5 401(A)
| Measure | Date | Value |
|---|
| 2025 : UNITED WAY OF SANTA CRUZ COUNTY F5 401(A) 2025 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2025-07-02 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-02 | 2599 |
| Net assets as of the end of the plan year | 2025-07-02 | 445105 |
| Total assets as of the beginning of the plan year | 2025-07-02 | 354506 |
| Value of plan covered by a fidelity bond | 2025-07-02 | 100000 |
| Other income to plan in this plan year | 2025-07-02 | 41945 |
| Plan net income in this plan year | 2025-07-02 | 90599 |
| Net assets as of the end of the plan year | 2025-07-02 | 445105 |
| Net assets as of the beginning of the plan year | 2025-07-02 | 354506 |
| Employer contributions to plan in this plan year | 2025-07-02 | 51253 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-02 | 105 |
| 2024 : UNITED WAY OF SANTA CRUZ COUNTY F5 401(A) 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-01 | 0 |
| Net assets as of the end of the plan year | 2024-10-01 | 354506 |
| Total assets as of the beginning of the plan year | 2024-10-01 | 262896 |
| Value of plan covered by a fidelity bond | 2024-10-01 | 100000 |
| Other income to plan in this plan year | 2024-10-01 | 46519 |
| Plan net income in this plan year | 2024-10-01 | 91610 |
| Net assets as of the end of the plan year | 2024-10-01 | 354506 |
| Net assets as of the beginning of the plan year | 2024-10-01 | 262896 |
| Employer contributions to plan in this plan year | 2024-10-01 | 45091 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-01 | 0 |
| 2022 : UNITED WAY OF SANTA CRUZ COUNTY F5 401(A) 2022 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2022-06-01 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-01 | 1256 |
| Net assets as of the end of the plan year | 2022-06-01 | 263793 |
| Total assets as of the beginning of the plan year | 2022-06-01 | 199019 |
| Value of plan covered by a fidelity bond | 2022-06-01 | 100000 |
| Other income to plan in this plan year | 2022-06-01 | 25357 |
| Plan net income in this plan year | 2022-06-01 | 64774 |
| Net assets as of the end of the plan year | 2022-06-01 | 263793 |
| Net assets as of the beginning of the plan year | 2022-06-01 | 199019 |
| Employer contributions to plan in this plan year | 2022-06-01 | 40673 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-01 | 1256 |
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