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EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC.
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • 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 BARBARA COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF SANTA BARBARA COUNTY, INC.
Employer identification number (EIN):951641968
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICOLE BLAIR2024-07-26
0012022-01-01NICOLE BLAIR2023-06-23
0012021-01-01NICOLE BLAIR2022-04-22
0012020-01-01NICOLE BLAIR2021-03-25
0012018-01-01NICOLE BLAIR2019-04-25
0012017-01-01NICOLE BLAIR2018-04-24 NICOLE BLAIR2018-04-24
0012016-01-01NICOLE BLAIR2017-03-30 NICOLE BLAIR2017-03-30
0012015-01-01CINDY YOUNG2016-07-22 CINDY YOUNG2016-07-22
0012013-01-01GUY DIDIER2014-06-19 GUY DIDIER2014-06-19
0012012-01-01GUY DIDIER2013-07-10 GUY DIDIER2013-07-10
0012011-01-01GUY DIDIER2012-07-19
0012010-01-01GUY DIDIER2011-07-21 GUY DIDIER2011-07-21

Plan Statistics for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC.

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC.

Measure Date Value
2025: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. 2025 401k membership
Total number of particpants at beginning of year2025-07-2833
Total number of particpants at end of year2025-07-2832
Number of Participants With Account Balances2025-07-2832
2024: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. 2024 401k membership
Total number of particpants at beginning of year2024-07-2634
Total number of particpants at end of year2024-07-2633
Number of Participants With Account Balances2024-07-2633
2022: EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. 2022 401k membership
Total number of particpants at beginning of year2022-04-2233
Total number of particpants at end of year2022-04-2231
Number of Participants With Account Balances2022-04-2230

Financial Data on EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC.

Measure Date Value
2025 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-280
Total liabilities as of the end of the plan year2025-07-280
Total liabilities as of the beginning of the plan year2025-07-280
Total expenses incurred by plan in this plan year2025-07-286393
Net assets as of the end of the plan year2025-07-281660130
Total assets as of the beginning of the plan year2025-07-281370817
Value of plan covered by a fidelity bond2025-07-28350000
Participant contributions to plan in this plan year2025-07-280
Other expenses paid from plan in this plan year2025-07-280
Other contributions to plan in this plan year2025-07-280
Other income to plan in this plan year2025-07-28226998
Plan net income in this plan year2025-07-28289313
Net assets as of the end of the plan year2025-07-281660130
Net assets as of the beginning of the plan year2025-07-281370817
Employer contributions to plan in this plan year2025-07-2868708
Fees paid to broker by Benefit Provider2025-07-2843
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-28182
2024 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-260
Total liabilities as of the end of the plan year2024-07-260
Total liabilities as of the beginning of the plan year2024-07-260
Total expenses incurred by plan in this plan year2024-07-2617496
Net assets as of the end of the plan year2024-07-261370817
Total assets as of the beginning of the plan year2024-07-261105952
Value of plan covered by a fidelity bond2024-07-26250000
Participant contributions to plan in this plan year2024-07-260
Other expenses paid from plan in this plan year2024-07-260
Other contributions to plan in this plan year2024-07-260
Other income to plan in this plan year2024-07-26195770
Plan net income in this plan year2024-07-26264865
Net assets as of the end of the plan year2024-07-261370817
Net assets as of the beginning of the plan year2024-07-261105952
Employer contributions to plan in this plan year2024-07-2686591
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2668
2022 : EMPLOYEE BENEFIT PLAN OF UNITED WAY OF SANTA BARBARA COUNTY, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-04-220
Total liabilities as of the end of the plan year2022-04-220
Total liabilities as of the beginning of the plan year2022-04-220
Total expenses incurred by plan in this plan year2022-04-22107675
Net assets as of the end of the plan year2022-04-221281083
Total assets as of the beginning of the plan year2022-04-221182826
Value of plan covered by a fidelity bond2022-04-22250000
Participant contributions to plan in this plan year2022-04-220
Other expenses paid from plan in this plan year2022-04-22208
Other contributions to plan in this plan year2022-04-220
Other income to plan in this plan year2022-04-22135759
Plan net income in this plan year2022-04-2298257
Net assets as of the end of the plan year2022-04-221281083
Net assets as of the beginning of the plan year2022-04-221182826
Employer contributions to plan in this plan year2022-04-2270173
Fees paid to broker by Benefit Provider2022-04-22188

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