401k Plan data: 403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU plan

403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU
Plan identification number	002

403(B) THRIFT PLAN OF THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU 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

THE UNITED WAY OF CLARK, CHAMPAIGN AND MADISON COUNTIES, OHIO, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE UNITED WAY OF CLARK, CHAMPAIGN AND MADISON COUNTIES, OHIO, INC.

Employer identification number (EIN): 310549095

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 THE UNITED WAY OF CLARK, CHAMPAIGNAND MADISON COU

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 KERRY PEDRAZA 2023-07-31
002 2021-01-01 KERRY PEDRAZA 2022-07-29
002 2020-01-01 KERRY PEDRAZA 2021-07-30
002 2019-01-01 KERRY PEDRAZA 2020-07-24
002 2018-01-01 KERRY PEDRAZA 2019-10-14
002 2018-01-01 KERRY PEDRAZA 2021-07-30
002 2017-01-01 LAURIE SPORS 2018-07-26 LAURIE SPORS 2018-07-26
002 2016-01-01 LAURIE SPORS 2017-07-18 KERRY PEDRAZA 2017-07-18
002 2015-01-01 LAURIE SPORS 2016-07-07 KERRY PEDRAZA 2016-07-07
002 2014-01-01 LAURIE SPORS 2015-07-24 KERRY PEDRAZA 2015-07-24
002 2013-01-01 LAURIE SPORS 2014-07-28 KERRY PEDRAZA 2014-07-28
002 2012-01-01 LAURIE SPORS 2013-07-31 ROBERT D. LINEBERGER 2013-07-31
002 2011-01-01 LAURIE SPORS 2012-10-12 ROBERT LINEBERGER 2012-10-12
002 2010-01-01 LAURIE SPORS 2011-10-12 ROBERT LINEBERGER 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	KERRY PEDRAZA	2023-07-31
002	2021-01-01	KERRY PEDRAZA	2022-07-29
002	2020-01-01	KERRY PEDRAZA	2021-07-30
002	2019-01-01	KERRY PEDRAZA	2020-07-24
002	2018-01-01	KERRY PEDRAZA	2019-10-14
002	2018-01-01	KERRY PEDRAZA	2021-07-30
002	2017-01-01	LAURIE SPORS	2018-07-26	LAURIE SPORS	2018-07-26
002	2016-01-01	LAURIE SPORS	2017-07-18	KERRY PEDRAZA	2017-07-18
002	2015-01-01	LAURIE SPORS	2016-07-07	KERRY PEDRAZA	2016-07-07
002	2014-01-01	LAURIE SPORS	2015-07-24	KERRY PEDRAZA	2015-07-24
002	2013-01-01	LAURIE SPORS	2014-07-28	KERRY PEDRAZA	2014-07-28
002	2012-01-01	LAURIE SPORS	2013-07-31	ROBERT D. LINEBERGER	2013-07-31
002	2011-01-01	LAURIE SPORS	2012-10-12	ROBERT LINEBERGER	2012-10-12
002	2010-01-01	LAURIE SPORS	2011-10-12	ROBERT LINEBERGER	2011-10-12

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Company Name:	THE UNITED WAY OF CLARK, CHAMPAIGN AND MADISON COUNTIES, OHIO, INC.
Employer identification number (EIN):	310549095
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations