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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE TEXAS GULF COAST 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE TEXAS GULF COAST
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE TEXAS GULF COAST 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='741167964' AND PlanID='003'

401k Sponsoring company profile

UNITED WAY OF GREATER HOUSTON has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF GREATER HOUSTON
Employer identification number (EIN):741167964
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF GREATER HOUSTON

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1951-07-05
Company Identification Number: 0010716401
Legal Registered Office Address: 50 WAUGH DR

HOUSTON
United States of America (USA)
77007

More information about UNITED WAY OF GREATER HOUSTON

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01TINA HOOD2024-09-27 TINA HOOD2024-09-27
0032022-01-01WENDY JOHNSON2023-08-03 WENDY JOHNSON2023-08-03
0032021-01-01WENDY JOHNSON2023-01-24 WENDY JOHNSON2023-01-24
0032020-01-01WENDY JOHNSON2021-10-13 WENDY JOHNSON2021-10-13
0032019-01-01MICHAEL STEWART2020-10-13 MICHAEL STEWART2020-10-13
0032018-01-01MICHAEL STEWART2019-07-30 MICHAEL STEWART2019-07-30
0032017-01-01MICHAEL STEWART2018-08-16
0032016-01-01MICHAEL STEWART2017-05-30 MICHAEL STEWART2017-05-30
0032015-01-01MICHAEL STEWART2016-06-06 MICHAEL STEWART2016-06-06
0032014-01-01MICHAEL STEWART2015-05-05
0032013-01-01ARCHIE DISHMAN2014-07-28 ARCHIE DISHMAN2014-07-28
0032012-01-01ARCHIE DISHMAN2013-07-29
0032011-01-01ARCHIE DISHMAN2012-06-25
0032010-01-01ARCHIE DISHMAN2011-06-22

Financial Data on TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE TEXAS GULF COAST

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE TEXAS GULF COAST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-15448257
Net assets as of the end of the plan year2025-10-150
Total assets as of the beginning of the plan year2025-10-15414102
Value of plan covered by a fidelity bond2025-10-15150000
Other expenses paid from plan in this plan year2025-10-1524
Other income to plan in this plan year2025-10-1534155
Plan net income in this plan year2025-10-15-414102
Net assets as of the end of the plan year2025-10-150
Net assets as of the beginning of the plan year2025-10-15414102
2024 : TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE TEXAS GULF COAST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-03355
Net assets as of the end of the plan year2024-10-03447902
Total assets as of the beginning of the plan year2024-10-03414102
Value of plan covered by a fidelity bond2024-10-031500000
Other expenses paid from plan in this plan year2024-10-0324
Other income to plan in this plan year2024-10-0334155
Plan net income in this plan year2024-10-0333800
Net assets as of the end of the plan year2024-10-03447902
Net assets as of the beginning of the plan year2024-10-03414102

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