| Plan Name | TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE TEXAS GULF COAST |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | TINA HOOD | 2024-09-27 | TINA HOOD | 2024-09-27 |
| 003 | 2022-01-01 | WENDY JOHNSON | 2023-08-03 | WENDY JOHNSON | 2023-08-03 |
| 003 | 2021-01-01 | WENDY JOHNSON | 2023-01-24 | WENDY JOHNSON | 2023-01-24 |
| 003 | 2020-01-01 | WENDY JOHNSON | 2021-10-13 | WENDY JOHNSON | 2021-10-13 |
| 003 | 2019-01-01 | MICHAEL STEWART | 2020-10-13 | MICHAEL STEWART | 2020-10-13 |
| 003 | 2018-01-01 | MICHAEL STEWART | 2019-07-30 | MICHAEL STEWART | 2019-07-30 |
| 003 | 2017-01-01 | MICHAEL STEWART | 2018-08-16 | ||
| 003 | 2016-01-01 | MICHAEL STEWART | 2017-05-30 | MICHAEL STEWART | 2017-05-30 |
| 003 | 2015-01-01 | MICHAEL STEWART | 2016-06-06 | MICHAEL STEWART | 2016-06-06 |
| 003 | 2014-01-01 | MICHAEL STEWART | 2015-05-05 | ||
| 003 | 2013-01-01 | ARCHIE DISHMAN | 2014-07-28 | ARCHIE DISHMAN | 2014-07-28 |
| 003 | 2012-01-01 | ARCHIE DISHMAN | 2013-07-29 | ||
| 003 | 2011-01-01 | ARCHIE DISHMAN | 2012-06-25 | ||
| 003 | 2010-01-01 | ARCHIE DISHMAN | 2011-06-22 |
| 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 year | 2025-10-15 | 448257 |
| Net assets as of the end of the plan year | 2025-10-15 | 0 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 414102 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 150000 |
| Other expenses paid from plan in this plan year | 2025-10-15 | 24 |
| Other income to plan in this plan year | 2025-10-15 | 34155 |
| Plan net income in this plan year | 2025-10-15 | -414102 |
| Net assets as of the end of the plan year | 2025-10-15 | 0 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 414102 |
| 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 year | 2024-10-03 | 355 |
| Net assets as of the end of the plan year | 2024-10-03 | 447902 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 414102 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 1500000 |
| Other expenses paid from plan in this plan year | 2024-10-03 | 24 |
| Other income to plan in this plan year | 2024-10-03 | 34155 |
| Plan net income in this plan year | 2024-10-03 | 33800 |
| Net assets as of the end of the plan year | 2024-10-03 | 447902 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 414102 |