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UNITED WAY OF SAN DIEGO COUNTY 401(K) PLAN 401k Plan overview

Plan NameUNITED WAY OF SAN DIEGO COUNTY 401(K) PLAN
Plan identification number 003

UNITED WAY OF SAN DIEGO COUNTY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 SAN DIEGO COUNTY has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF SAN DIEGO COUNTY
Employer identification number (EIN):952213995
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF SAN DIEGO COUNTY

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0427310

More information about UNITED WAY OF SAN DIEGO COUNTY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF SAN DIEGO COUNTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01CYNTHIA FRAM2024-09-30 SHANNON GONZALEZ2024-09-27
0032022-01-01CYNTHIA FRAM2023-07-07 SHANNON GONZALEZ2023-07-07
0032021-01-01CYNTHIA FRAM2022-07-14 SHANNON GONZALEZ2022-07-14
0032020-01-01CYNTHIA FRAM2021-07-27 SHANNON GONZALEZ2021-07-27
0032019-01-01CYNTHIA FRAM2020-07-28 SHANNON GONZALEZ2020-07-28
0032018-01-01CYNTHIA FRAM2019-10-04 SHANNON GONZALEZ2019-10-04
0032017-01-01BOB BEATTY2018-05-24 BOB BEATTY2018-05-24
0032016-01-01LAURIE COSKEY2017-06-26 LAURIE COSKEY2017-06-26
0032015-01-01KAREN SPRIGLE2016-10-11 KAREN SPRIGLE2016-10-11
0032014-01-01KAREN SPRIGLE2015-07-29 KAREN SPRIGLE2015-07-29
0032013-01-01KIM PATALANO2014-02-18 KIM PATALANO2014-02-18
0032012-01-01KIM PATALANO2013-07-07 KIM PATALANO2013-07-07
0032011-01-01KIM WARNER2012-04-19 KIM WARNER2012-04-19
0032010-01-01KIM WARNER2011-06-06 KIM WARNER2011-06-06

Financial Data on UNITED WAY OF SAN DIEGO COUNTY 401(K) PLAN

Measure Date Value
2025 : UNITED WAY OF SAN DIEGO COUNTY 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-040
Total liabilities as of the beginning of the plan year2025-09-040
Total expenses incurred by plan in this plan year2025-09-04439803
Net assets as of the end of the plan year2025-09-042298840
Total assets as of the beginning of the plan year2025-09-042166243
Value of plan covered by a fidelity bond2025-09-043000000
Participant contributions to plan in this plan year2025-09-04203527
Value of participant loans at end of plan year2025-09-049854
Other expenses paid from plan in this plan year2025-09-040
Other contributions to plan in this plan year2025-09-040
Other income to plan in this plan year2025-09-04283101
Plan net income in this plan year2025-09-04132597
Net assets as of the end of the plan year2025-09-042298840
Net assets as of the beginning of the plan year2025-09-042166243
Employer contributions to plan in this plan year2025-09-0485772
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-04304
2024 : UNITED WAY OF SAN DIEGO COUNTY 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-30167275
Net assets as of the end of the plan year2024-09-302166243
Total assets as of the beginning of the plan year2024-09-301690972
Value of plan covered by a fidelity bond2024-09-303000000
Participant contributions to plan in this plan year2024-09-30193766
Value of participant loans at end of plan year2024-09-303797
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-3050291
Other income to plan in this plan year2024-09-30312330
Plan net income in this plan year2024-09-30475271
Net assets as of the end of the plan year2024-09-302166243
Net assets as of the beginning of the plan year2024-09-301690972
Employer contributions to plan in this plan year2024-09-3086159
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30218

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