MAUI UNITED WAY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF MAUI UNITED WAY
| Measure | Date | Value |
|---|
| 2025 : TAX DEFERRED ANNUITY PLAN OF MAUI UNITED WAY 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-05 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-05 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-05 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-05 | 20 |
| Net assets as of the end of the plan year | 2025-09-05 | 71566 |
| Total assets as of the beginning of the plan year | 2025-09-05 | 59907 |
| Value of plan covered by a fidelity bond | 2025-09-05 | 20000 |
| Participant contributions to plan in this plan year | 2025-09-05 | 2914 |
| Other expenses paid from plan in this plan year | 2025-09-05 | 0 |
| Other contributions to plan in this plan year | 2025-09-05 | 0 |
| Other income to plan in this plan year | 2025-09-05 | 8765 |
| Plan net income in this plan year | 2025-09-05 | 11659 |
| Net assets as of the end of the plan year | 2025-09-05 | 71566 |
| Net assets as of the beginning of the plan year | 2025-09-05 | 59907 |
| Employer contributions to plan in this plan year | 2025-09-05 | 0 |
| Fees paid to broker by Benefit Provider | 2025-09-05 | 3 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-05 | 20 |
| 2024 : TAX DEFERRED ANNUITY PLAN OF MAUI UNITED WAY 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-09-23 | 0 |
| Total liabilities as of the end of the plan year | 2024-09-23 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-09-23 | 0 |
| Total expenses incurred by plan in this plan year | 2024-09-23 | 0 |
| Net assets as of the end of the plan year | 2024-09-23 | 59907 |
| Total assets as of the beginning of the plan year | 2024-09-23 | 45435 |
| Value of plan covered by a fidelity bond | 2024-09-23 | 20000 |
| Participant contributions to plan in this plan year | 2024-09-23 | 6160 |
| Other expenses paid from plan in this plan year | 2024-09-23 | 0 |
| Other contributions to plan in this plan year | 2024-09-23 | 0 |
| Other income to plan in this plan year | 2024-09-23 | 8312 |
| Plan net income in this plan year | 2024-09-23 | 14472 |
| Net assets as of the end of the plan year | 2024-09-23 | 59907 |
| Net assets as of the beginning of the plan year | 2024-09-23 | 45435 |
| Employer contributions to plan in this plan year | 2024-09-23 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-23 | 0 |
| 2022 : TAX DEFERRED ANNUITY PLAN OF MAUI UNITED WAY 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-10-20 | 0 |
| Total liabilities as of the end of the plan year | 2022-10-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-10-20 | 0 |
| Total expenses incurred by plan in this plan year | 2022-10-20 | 33 |
| Net assets as of the end of the plan year | 2022-10-20 | 44341 |
| Total assets as of the beginning of the plan year | 2022-10-20 | 30041 |
| Value of plan covered by a fidelity bond | 2022-10-20 | 20000 |
| Participant contributions to plan in this plan year | 2022-10-20 | 9755 |
| Other expenses paid from plan in this plan year | 2022-10-20 | 33 |
| Other contributions to plan in this plan year | 2022-10-20 | 0 |
| Other income to plan in this plan year | 2022-10-20 | 4578 |
| Plan net income in this plan year | 2022-10-20 | 14300 |
| Net assets as of the end of the plan year | 2022-10-20 | 44341 |
| Net assets as of the beginning of the plan year | 2022-10-20 | 30041 |
| Employer contributions to plan in this plan year | 2022-10-20 | 0 |
| Fees paid to broker by Benefit Provider | 2022-10-20 | 136 |