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

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

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF GREATER LIMA, INC.
Plan identification number	002

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

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 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 LIMA, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF GREATER LIMA, INC.

Employer identification number (EIN): 344466356

NAIC Classification: 448210
NAIC Description: Shoe Stores

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-01-01
002 2020-01-01 DEREK STEMEN 2021-03-08 DEREK STEMEN 2021-03-08
002 2019-01-01 DEREK STEMEN 2020-07-23
002 2018-01-01 DEREK STEMEN 2019-10-15
002 2018-01-01 DEREK STEMEN 2019-10-15
002 2017-01-01 CAROL BRADEN-CLARKE 2018-06-20 CAROL BRADEN-CLARKE 2018-06-20
002 2016-01-01 CAROL BRADEN-CLARKE 2017-07-19 CAROL BRADEN-CLARKE 2017-07-19
002 2015-01-01 CAROL BRADEN-CLARKE 2016-06-29 CAROL BRADEN-CLARKE 2016-06-29
002 2014-01-01 PHILIP N. HAYNE 2015-06-04 PHILIP N. HAYNE 2015-06-04
002 2013-01-01 PHILIP N. HAYNE 2014-05-28 PHILIP N. HAYNE 2014-05-28
002 2012-01-01 PHILIP N. HAYNE 2013-05-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-01-01
002	2020-01-01	DEREK STEMEN	2021-03-08	DEREK STEMEN	2021-03-08
002	2019-01-01	DEREK STEMEN	2020-07-23
002	2018-01-01	DEREK STEMEN	2019-10-15
002	2018-01-01	DEREK STEMEN	2019-10-15
002	2017-01-01	CAROL BRADEN-CLARKE	2018-06-20	CAROL BRADEN-CLARKE	2018-06-20
002	2016-01-01	CAROL BRADEN-CLARKE	2017-07-19	CAROL BRADEN-CLARKE	2017-07-19
002	2015-01-01	CAROL BRADEN-CLARKE	2016-06-29	CAROL BRADEN-CLARKE	2016-06-29
002	2014-01-01	PHILIP N. HAYNE	2015-06-04	PHILIP N. HAYNE	2015-06-04
002	2013-01-01	PHILIP N. HAYNE	2014-05-28	PHILIP N. HAYNE	2014-05-28
002	2012-01-01	PHILIP N. HAYNE	2013-05-17

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Company Name:	UNITED WAY OF GREATER LIMA, INC.
Employer identification number (EIN):	344466356
NAIC Classification:	448210
NAIC Description:	Shoe Stores