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GREENWICH UNITED WAY 401(K) PLAN 401k Plan overview

Plan NameGREENWICH UNITED WAY 401(K) PLAN
Plan identification number 003

GREENWICH UNITED WAY 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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 GREENWICH, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREENWICH, INC.
Employer identification number (EIN):060646578
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREENWICH UNITED WAY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-07-01DAVID RABIN2024-08-09
0032022-07-01DAVID RABIN2023-07-31
0032021-07-01DAVID RABIN2022-08-08
0032020-07-01DAVID RABIN2021-08-11
0032019-07-01DAVID RABIN2020-07-21
0032018-07-01DAVID RABIN2019-12-16
0032017-07-01DAVID RABIN2018-08-15
0032016-07-01DAVID RABIN2017-12-04

Financial Data on GREENWICH UNITED WAY 401(K) PLAN

Measure Date Value
2025 : GREENWICH UNITED WAY 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-310
Total liabilities as of the end of the plan year2025-07-310
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-3122446
Net assets as of the end of the plan year2025-07-31388783
Total assets as of the beginning of the plan year2025-07-31296056
Value of plan covered by a fidelity bond2025-07-31100000
Participant contributions to plan in this plan year2025-07-3143187
Other expenses paid from plan in this plan year2025-07-310
Other contributions to plan in this plan year2025-07-310
Other income to plan in this plan year2025-07-3134749
Plan net income in this plan year2025-07-3192727
Net assets as of the end of the plan year2025-07-31388783
Net assets as of the beginning of the plan year2025-07-31296056
Employer contributions to plan in this plan year2025-07-3137237
Fees paid to broker by Benefit Provider2025-07-31477
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-31110
2024 : GREENWICH UNITED WAY 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-090
Total liabilities as of the end of the plan year2024-08-090
Total liabilities as of the beginning of the plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-09279228
Net assets as of the end of the plan year2024-08-09296056
Total assets as of the beginning of the plan year2024-08-09453238
Value of plan covered by a fidelity bond2024-08-09100000
Participant contributions to plan in this plan year2024-08-0941527
Other expenses paid from plan in this plan year2024-08-090
Other contributions to plan in this plan year2024-08-090
Other income to plan in this plan year2024-08-0946693
Plan net income in this plan year2024-08-09-157182
Net assets as of the end of the plan year2024-08-09296056
Net assets as of the beginning of the plan year2024-08-09453238
Employer contributions to plan in this plan year2024-08-0933826
Fees paid to broker by Benefit Provider2024-08-09525
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-09280

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