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

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE DESERT
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE DESERT Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='952783993' AND PlanID='001'

401k Sponsoring company profile

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

Company Name:UNITED WAY OF THE DESERT
Employer identification number (EIN):952783993
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF THE DESERT

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0653419

More information about UNITED WAY OF THE DESERT

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KRISTAL GRANADOS2023-10-16
0012021-01-01KRISTAL GRANADOS2022-10-26
0012020-01-01LISA BENNETT2021-07-16
0012019-01-01KRISTAL GRANADOS2020-07-20
0012018-01-01KRISTAL GRANADOS2019-07-31
0012017-01-01JULIE HOFFMANN2018-07-25 JULIE HOFFMANN2018-07-25
0012017-01-01JULIE HOFFMANN2018-07-25 JULIE HOFFMANN2018-07-25
0012016-01-01JULIE HOFFMANN2017-07-18 JULIE HOFFMANN2017-07-18
0012015-01-01PAULA WHARTON2016-05-03 PAULA WHARTON2016-05-03
0012014-01-01PAULA WHARTON2015-07-22 PAULA WHARTON2015-07-22
0012013-01-01PAULA WHARTON2014-04-29 PAULA WHARTON2014-04-29
0012012-01-01PAULA WHARTON2013-07-17 PAULA WHARTON2013-07-17
0012011-01-01PAULA WHARTON2012-10-01 PAULA WHARTON2012-10-01
0012010-01-01PAULA WHARTON2011-09-12 PAULA WHARTON2011-09-12

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE DESERT

Measure Date Value
2022 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE DESERT 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-260
Total liabilities as of the end of the plan year2022-10-260
Total liabilities as of the beginning of the plan year2022-10-260
Total expenses incurred by plan in this plan year2022-10-2615001
Net assets as of the end of the plan year2022-10-26545708
Total assets as of the beginning of the plan year2022-10-26443738
Value of plan covered by a fidelity bond2022-10-2645000
Participant contributions to plan in this plan year2022-10-2615760
Value of participant loans at end of plan year2022-10-2613131
Other expenses paid from plan in this plan year2022-10-2624
Other contributions to plan in this plan year2022-10-260
Other income to plan in this plan year2022-10-2685451
Plan net income in this plan year2022-10-26101970
Net assets as of the end of the plan year2022-10-26545708
Net assets as of the beginning of the plan year2022-10-26443738
Employer contributions to plan in this plan year2022-10-2615760
Fees paid to broker by Benefit Provider2022-10-26400

Potentially related plans

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