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UNITED WAY OF CENTRAL MASSACHUSETTS, INC. RETIREMENT PLAN 401k Plan overview

Plan NameUNITED WAY OF CENTRAL MASSACHUSETTS, INC. RETIREMENT PLAN
Plan identification number 003

UNITED WAY OF CENTRAL MASSACHUSETTS, INC. RETIREMENT PLAN 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.
  • 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 CENTRAL MASSACHUSETTS has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL MASSACHUSETTS
Employer identification number (EIN):042104017
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WAY OF CENTRAL MASSACHUSETTS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-07-01JAMES HAYES2022-12-09 JAMES HAYES2022-12-09
0032020-07-01JAMES L HAYES2021-12-17 JAMES L HAYES2021-12-17
0032019-07-01JAMES HAYES2020-12-18 JAMES HAYES2020-12-18
0032018-07-01JAMES HAYES2019-12-24 JAMES HAYES2019-12-24
0032017-07-01JAMES HAYES2018-08-16 JAMES HAYES2018-08-16
0032016-07-01JAMES HAYES2018-01-26 JAMES HAYES2018-01-26
0032015-07-01JAMES HAYES2017-01-09 JAMES HAYES2017-01-09
0032014-07-01JAMES HAYES2015-11-25
0032013-07-01JAMES HAYES2014-12-02 JAMES HAYES2014-12-02
0032012-07-01JAMES L. HAYES2013-12-31 JAMES L. HAYES2013-12-31
0032011-07-01JAMES L. HAYES2013-01-22 JAMES L. HAYES2013-01-22
0032010-07-01JAMES HAYES2012-01-18 JAMES HAYES2012-01-18

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