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403(B) THRIFT PLAN OF HERITAGE UNITED WAY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF HERITAGE UNITED WAY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF HERITAGE UNITED WAY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

HERITAGE UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:HERITAGE UNITED WAY, INC.
Employer identification number (EIN):020225575
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF HERITAGE UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01CYNTHIA READ2019-07-30 CYNTHIA READ2019-07-30
0012017-01-01CYNTHIA READ2018-07-29 CYNTHIA READ2018-07-29
0012016-01-01CYNTHIA READ2017-10-26 CYNTHIA READ2017-10-26
0012015-01-01CYNTHIA READ2016-07-26 CYNTHIA READ2016-07-26
0012014-01-01CYNTHIA READ2015-07-27 CYNTHIA READ2015-07-27
0012013-01-01MARY SCHROEDER2014-07-29 MARY SCHROEDER2014-07-29
0012012-01-01MARY SCHROEDER2013-07-30 MARY SCHROEDER2013-07-30
0012011-01-01MARY SCHROEDER2012-07-25 MARY SCHROEDER2012-07-25
0012010-01-01MARY SCHROEDER2011-10-14 MARY SCHROEDER2011-10-14

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