UNITED WAY OF MARTIN COUNTY FOUNDATION, INC.
UNITED WAY OF MARTIN COUNTY FOUNDATION, INC., TAX DEFERRED 403(B) RETIREMENT PLAN · For the plan year ended Dec 31, 2025
Plan summary
What matters most
This plan has a documented employer contribution and immediate vesting. Reported employer contributions also rank above most comparable plans.
high confidence
See what drives the plan health score
Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.
mployer of the Company and are automatically enrolled in the Plan as soon as administratively feasible after their hire date.
The official filing does not support a reliable dollar example.
ve the right to individually select the percentage of their accounts to be invested among different classifications of investments made available to them.
estment income 4,118,527 Interest income on notes receivable from participants 45,739 Dividends 7,151 Total additions 6,448,426 DEDUCTIONS: Benefits paid to participants 2,746,772 Administrative expenses 4,260 Net depreciation in fair value of investments 1,362 Total deductions 2,752,394 INCREASE IN NET ASSETS BEFORE PLAN TRANSFERS 3,696,032 NET TRANSFERS INTO THE PLAN (Note 10) 7,475 INCREASE IN NET ASSETS AVAILABLE FOR BENEFITS 3,703,507 NET ASSETS AVAILABLE FOR BENEFITS: Beginning of year 26,620,354 End of year $ 30,323,861 See Notes to the Financial Statements.
eligible for employer safe harbor matching contributions once they are credited with one year of service
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 2.9% of assets
How the score works →What still needs verification
investment choices, automatic enrollment, Roth availability. These items stay out of the summary until a dated source confirms them.
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
How this filing compares
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, UNITED WAY OF MARTIN COUNTY FOUNDATION, INC. reported $25,424 in employer contributions across this plan, or $3,178 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $25,424 $3,178 per active participant
- Participant contributions
- $35,029
- Other contributions
- $69,082 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 19.6%
- Active participants
- 8 Small plan
- Total participants
- 10 12 at the beginning of the year
- Ending assets
- $662,559 $66,256 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $961,716
- Ending net assets
- $662,559
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $187,363
- Total expenses
- $486,520
- Administrative expenses
- $410 $41 per active participant
- Participant loans
- $19,143 2.9% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $3,178 | 8 | 662.6K |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 2.9%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 237273540-002
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jan 1, 1993
- Industry
- Other services
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2A2E2F2G2J2K2L2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
What it says about employer contributions
mployer of the Company and are automatically enrolled in the Plan as soon as administratively feasible after their hire date. Participants become eligible for employer safe harbor matching contributions once they are credited with one year of service. Employees whose employment is governed by the terms of a collective bargaining agreement (unless such collective bargaining agreement provides for the inclusion of those employees in the Plan), persons who the Company classifies as leased employees, and certain other classifications of employees are not eligible to participate in the Plan. Contributions Contributions to the Plan include (i) salary deferral contributions authorized by participants, (ii) matching contributions made by the Company, (iii) discretionary contributions made by the C
What it says about vesting
ve the right to individually select the percentage of their accounts to be invested among different classifications of investments made available to them. Vesting Participants are immediately vested in their salary deferral contributions, rollover contributions, and earnings thereon. Employer safe harbor contributions and discretionary contributions, if any, and earnings thereon vest in accordance with the provisions of the Plan as follows: Years of Service Vesting Less than 2 years 0 % 2 or more 100 % Notwithstanding the vesting schedule above, employer contributions, if any, will become fully vested (100%) upon the occurrence of any of the following events while the participant is employed by the Company: the participant’s death, disability, attainment of normal retirement age (age 65),
What it says about automatic enrollment
payroll period. Eligibility In general, eligible employees may make salary deferral contributions to the Plan upon employment with a participating employer of the Company and are automatically enrolled in the Plan as soon as administratively feasible after their hire date. Participants become eligible for employer safe harbor matching contributions once they are credited with one year of service. Employees whose employment is governed by the terms of a collective bargaining agreement (unless such collective bargaining agreement provides for the inclusion of those employees in the Plan), persons who the Company classifies as leased employees, and certain other classifications of employees are not eligible to participate in the Plan. Contributions Contributions to the Plan include (i) salar
What it says about fees
estment income 4,118,527 Interest income on notes receivable from participants 45,739 Dividends 7,151 Total additions 6,448,426 DEDUCTIONS: Benefits paid to participants 2,746,772 Administrative expenses 4,260 Net depreciation in fair value of investments 1,362 Total deductions 2,752,394 INCREASE IN NET ASSETS BEFORE PLAN TRANSFERS 3,696,032 NET TRANSFERS INTO THE PLAN (Note 10) 7,475 INCREASE IN NET ASSETS AVAILABLE FOR BENEFITS 3,703,507 NET ASSETS AVAILABLE FOR BENEFITS: Beginning of year 26,620,354 End of year $ 30,323,861 See Notes to the Financial Statements. 3 Table of Contents UNITEDHEALTH GROUP 401(k) SAVINGS PLAN NOTES TO FINANCIAL STATEMENTS AS OF DECEMBER 31, 2025 AND 2024 AND FOR THE YEAR ENDED DECEMBER 31, 2025 1. DESCRIPTION OF PLAN The following description of the UnitedHea
What it says about employer contributions
ation goes up to 8 %. The Plan permits catch-up contributions for participants turning age 50 or older by the end of the calendar year. Catch-up contributions are not eligible for Company matching contributions. The Corporation contributes a matching contribution equal to 50 % of the participant’s contribution up to the first 8 % (i.e., up to 4 %) of the participant’s base salary. Substantially all employer matching contributions to the Plan consist of the Corporation’s common stock invested in the ESOP Fund. In addition to employer matching contribution, the Corporation contributes an employer profit-sharing contribution of up to 6 % of an eligible employee’s weekly base salary ( 6 % company contribution is for employees in eligible business units only). With respect to Participants who a
What it says about vesting
awals, or loans may be made directly from the assets in the SDBA, unless the participant requests a lump sum distribution after termination of employment. Vesting Participants are immediately vested in all employee contributions, rollover contributions from other qualified plans, the Corporation's matching contributions and earnings (or losses) thereon. Participants who were employed with an original start date before January 1, 2025 are immediately vested in all prior and future employer profit-sharing contributions. For participants hired with an original start date on or after January 1, 2025, vesting in employer profit-sharing contributions occurs at a rate of 20 % for each year of service, with 100 % vesting after five years of service. Participants become fully vested in employer pro
What it says about automatic enrollment
n is extended by Lockheed Martin Corporation (Lockheed Martin or the Corporation), including employees in the U.S. and certain U.S. citizens working abroad. Eligible employees are automatically enrolled in the Plan when they are hired, unless they affirmatively decline to participate. The Plan includes an Employee Stock Ownership Plan (ESOP) feature. Cash dividends paid on Lockheed Martin common stock in both the ESOP Fund and the Lockheed Martin Stock Fund are automatically reinvested in those funds, unless the participant elects to receive the dividend directly as taxable income. The assets of the Plan, excluding receivables, are held and invested on a commingled basis in the Lockheed Martin Corporation Defined Contribution Plans Master Trust (the Master Trust) under an agreement between
What it says about fees
stment contracts at contract value — 4,374,595 4,374,595 Receivables: Notes receivable from participants — 287,426 287,426 Total assets 8,282,816 47,150,336 55,433,152 Liabilities Administrative expenses payable — 5,494 5,494 Total liabilities — 5,494 5,494 Total net assets available for benefits $ 8,282,816 $ 47,144,842 $ 55,427,658 The accompanying notes are an integral part of these financial statements. 2 Table of Contents Lockheed Martin Corporation Salaried Savings Plan Statement of Net Assets Available for Benefits December 31, 2024 (in thousands) ESOP Fund Participant- Directed Investments Total Assets Interest in Lockheed Martin Corporation Defined Contribution Plans Master Trust: Investments at fair value $ 8,743,821 $ 37,955,480 $ 46,699,301 Investments in fully benefit-responsi
Current plan terms
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Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.