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TAX DEFERRED ANNUITY PLAN OF MAUI UNITED WAY 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF MAUI UNITED WAY
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF MAUI UNITED WAY 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='990086524' AND PlanID='001'

401k Sponsoring company profile

MAUI UNITED WAY has sponsored the creation of one or more 401k plans.

Company Name:MAUI UNITED WAY
Employer identification number (EIN):990086524
NAIC Classification:624200

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON ECONOMOU2024-09-23
0012022-01-01NICHOLAS WINFREY2023-09-20
0012021-01-01NICHOLAS WINFREY2022-10-20
0012020-01-01NICHOLAS WINFREY2021-03-01
0012019-01-01NICHOLAS WINFREY2020-06-09
0012018-01-01NICHOLAS WINFREY2019-07-17
0012017-01-01KARI NUNOKAWA2018-09-19 KARI NUNOKAWA2018-09-19
0012016-01-01JOYCE GIGER2017-07-31 JOYCE GIGER2017-07-31
0012015-01-01ASHLEY ANOBA2016-07-19 ASHLEY ANOBA2016-07-19
0012014-01-01ASHLEY ANOBA2015-07-30 ASHLEY ANOBA2015-07-30
0012013-01-01LAKSMI ABRAHAM2014-07-31 LAKSMI ABRAHAM2014-07-31
0012012-01-01LAKSMI ABRAHAM2013-07-15 LAKSMI ABRAHAM2013-07-15
0012011-01-01LAKSMI ABRAHAM2012-07-19 LAKSMI ABRAHAM2012-07-19
0012010-01-01LAKSMI ABRAHAM2011-10-13 LAKSMI ABRAHAM2011-10-13

Financial Data on 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 year2025-09-050
Total liabilities as of the end of the plan year2025-09-050
Total liabilities as of the beginning of the plan year2025-09-050
Total expenses incurred by plan in this plan year2025-09-0520
Net assets as of the end of the plan year2025-09-0571566
Total assets as of the beginning of the plan year2025-09-0559907
Value of plan covered by a fidelity bond2025-09-0520000
Participant contributions to plan in this plan year2025-09-052914
Other expenses paid from plan in this plan year2025-09-050
Other contributions to plan in this plan year2025-09-050
Other income to plan in this plan year2025-09-058765
Plan net income in this plan year2025-09-0511659
Net assets as of the end of the plan year2025-09-0571566
Net assets as of the beginning of the plan year2025-09-0559907
Employer contributions to plan in this plan year2025-09-050
Fees paid to broker by Benefit Provider2025-09-053
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0520
2024 : TAX DEFERRED ANNUITY PLAN OF MAUI UNITED WAY 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-230
Total liabilities as of the end of the plan year2024-09-230
Total liabilities as of the beginning of the plan year2024-09-230
Total expenses incurred by plan in this plan year2024-09-230
Net assets as of the end of the plan year2024-09-2359907
Total assets as of the beginning of the plan year2024-09-2345435
Value of plan covered by a fidelity bond2024-09-2320000
Participant contributions to plan in this plan year2024-09-236160
Other expenses paid from plan in this plan year2024-09-230
Other contributions to plan in this plan year2024-09-230
Other income to plan in this plan year2024-09-238312
Plan net income in this plan year2024-09-2314472
Net assets as of the end of the plan year2024-09-2359907
Net assets as of the beginning of the plan year2024-09-2345435
Employer contributions to plan in this plan year2024-09-230
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-230
2022 : TAX DEFERRED ANNUITY PLAN OF MAUI UNITED WAY 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-200
Total liabilities as of the end of the plan year2022-10-200
Total liabilities as of the beginning of the plan year2022-10-200
Total expenses incurred by plan in this plan year2022-10-2033
Net assets as of the end of the plan year2022-10-2044341
Total assets as of the beginning of the plan year2022-10-2030041
Value of plan covered by a fidelity bond2022-10-2020000
Participant contributions to plan in this plan year2022-10-209755
Other expenses paid from plan in this plan year2022-10-2033
Other contributions to plan in this plan year2022-10-200
Other income to plan in this plan year2022-10-204578
Plan net income in this plan year2022-10-2014300
Net assets as of the end of the plan year2022-10-2044341
Net assets as of the beginning of the plan year2022-10-2030041
Employer contributions to plan in this plan year2022-10-200
Fees paid to broker by Benefit Provider2022-10-20136

Potentially related plans

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