401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER FALL RIVER, INC. plan

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

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF GREATER FALL RIVER, INC.
Plan identification number	003

403(B) THRIFT PLAN OF UNITED WAY OF GREATER FALL RIVER, INC. Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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 GREATER FALL RIVER, I NC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GREATER FALL RIVER, I NC.

Employer identification number (EIN): 042104026

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 UNITED WAY OF GREATER FALL RIVER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 KIMBERLY SMITH 2023-09-15
003 2021-01-01 KIMBERLY SMITH 2022-09-26
003 2020-01-01 KIMBERLY SMITH 2021-03-17
003 2019-01-01 KIMBERLY SMITH 2020-07-17
003 2018-01-01 LAUREN NICHOLS 2019-04-09
003 2017-01-01 ROBERT HORNE 2018-07-31 ROBERT HORNE 2018-07-31
003 2016-01-01 ROBERT HORNE 2017-07-19 ROBERT HORNE 2017-07-19
003 2015-01-01 ROBERT HORNE 2016-07-07 ROBERT HORNE 2016-07-07
003 2014-01-01 ROBERT HORNE 2015-05-05 ROBERT HORNE 2015-05-05
003 2013-01-01 ROBERT HORNE 2014-05-30 ROBERT HORNE 2014-05-30
003 2012-01-01 ROBERT HORNE 2013-06-13 ROBERT HORNE 2013-06-13
003 2011-01-01 ROBERT HORNE 2012-06-06 ROBERT HORNE 2012-06-06
003 2010-01-01 ROBERT HORNE 2011-06-13 ROBERT HORNE 2011-06-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	KIMBERLY SMITH	2023-09-15
003	2021-01-01	KIMBERLY SMITH	2022-09-26
003	2020-01-01	KIMBERLY SMITH	2021-03-17
003	2019-01-01	KIMBERLY SMITH	2020-07-17
003	2018-01-01	LAUREN NICHOLS	2019-04-09
003	2017-01-01	ROBERT HORNE	2018-07-31	ROBERT HORNE	2018-07-31
003	2016-01-01	ROBERT HORNE	2017-07-19	ROBERT HORNE	2017-07-19
003	2015-01-01	ROBERT HORNE	2016-07-07	ROBERT HORNE	2016-07-07
003	2014-01-01	ROBERT HORNE	2015-05-05	ROBERT HORNE	2015-05-05
003	2013-01-01	ROBERT HORNE	2014-05-30	ROBERT HORNE	2014-05-30
003	2012-01-01	ROBERT HORNE	2013-06-13	ROBERT HORNE	2013-06-13
003	2011-01-01	ROBERT HORNE	2012-06-06	ROBERT HORNE	2012-06-06
003	2010-01-01	ROBERT HORNE	2011-06-13	ROBERT HORNE	2011-06-13

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Company Name:	UNITED WAY OF GREATER FALL RIVER, I NC.
Employer identification number (EIN):	042104026
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations