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403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG 401k Plan overview

Plan Name403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG
Plan identification number 001

403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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 GREATER RICHMOND & PETERSBURG has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER RICHMOND & PETERSBURG
Employer identification number (EIN):237375346
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF GREATER RICHMOND & PETERSBURG

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1974-07-01
Company Identification Number: 0153686
Legal Registered Office Address: PO BOX 11807

RICHMOND
United States of America (USA)
23230

More information about UNITED WAY OF GREATER RICHMOND & PETERSBURG

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PAUL HUNTER2024-09-30
0012022-01-01PAUL HUNTER2023-07-14
0012022-01-01PAUL HUNTER2023-09-22
0012021-01-01PAUL HUNTER2022-10-14
0012020-01-01PAUL HUNTER2021-10-15
0012019-01-01DANIEL KEARNS2020-10-15
0012018-01-01DANIEL KEARNS2019-10-14
0012017-01-01DANIEL KEARNS2018-10-12 DANIEL KEARNS2018-10-12
0012016-01-01DANIEL KEARNS2017-06-21 DANIEL KEARNS2017-06-21
0012015-01-01MICHAEL HURLEY2016-05-25 MICHAEL HURLEY2016-05-25
0012014-01-01MICHAEL HURLEY2015-07-30 MICHAEL HURLEY2015-07-30
0012013-01-01LAURA MELOY2014-07-29 LAURA MELOY2014-07-29
0012012-01-01LAURA MELOY2013-07-30 LAURA MELOY2013-07-30
0012011-01-01LAURA MELOY2012-07-27
0012010-01-01LAURA MELOY2011-07-22

Plan Statistics for 403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG

401k plan membership statisitcs for 403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG

Measure Date Value
2025: 403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG 2025 401k membership
Total number of particpants at beginning of year2025-09-2970
Total number of particpants at end of year2025-09-2974
Number of Participants With Account Balances2025-09-2969
2024: 403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG 2024 401k membership
Total number of particpants at beginning of year2024-09-3069
Total number of particpants at end of year2024-09-3070
Number of Participants With Account Balances2024-09-3065

Financial Data on 403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG

Measure Date Value
2025 : 403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-290
Total liabilities as of the end of the plan year2025-09-290
Total liabilities as of the beginning of the plan year2025-09-290
Total expenses incurred by plan in this plan year2025-09-2961681
Net assets as of the end of the plan year2025-09-294727412
Total assets as of the beginning of the plan year2025-09-293764369
Value of plan covered by a fidelity bond2025-09-291000000
Participant contributions to plan in this plan year2025-09-29127602
Other expenses paid from plan in this plan year2025-09-290
Other contributions to plan in this plan year2025-09-29142338
Other income to plan in this plan year2025-09-29615322
Plan net income in this plan year2025-09-29963043
Net assets as of the end of the plan year2025-09-294727412
Net assets as of the beginning of the plan year2025-09-293764369
Employer contributions to plan in this plan year2025-09-29139462
Fees paid to broker by Benefit Provider2025-09-29259
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-29601
2024 : 403 B THRIFT PLAN OF UNITED WAY OF GREATER RICHMOND & PETERSBURG 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-300
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 year2024-09-30284033
Net assets as of the end of the plan year2024-09-303764367
Total assets as of the beginning of the plan year2024-09-303193057
Value of plan covered by a fidelity bond2024-09-301000000
Participant contributions to plan in this plan year2024-09-30104612
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-3031129
Other income to plan in this plan year2024-09-30595007
Plan net income in this plan year2024-09-30571310
Net assets as of the end of the plan year2024-09-303764367
Net assets as of the beginning of the plan year2024-09-303193057
Employer contributions to plan in this plan year2024-09-30124595
Fees paid to broker by Benefit Provider2024-09-301166
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30276

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