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

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF GREATER DULUTH, INC.
Plan identification number 004

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

401k Sponsoring company profile

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

Company Name:UNITED WAY OF GREATER DULUTH, INC.
Employer identification number (EIN):410857077
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 DULUTH, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01KIM ULMER2023-08-12
0042021-01-01NICHOLAS RHINEHART2022-06-25
0042020-01-01NICHOLAS RHINEHART2021-02-24
0042019-01-01CHARLES FAUSE2020-03-06
0042018-01-01CHARLES FAUSE2019-03-19
0042017-01-01CHARLES FAUSE2018-05-03 CHARLES FAUSE2018-05-03
0042016-01-01CHARLES FAUSE2017-03-13 CHARLES FAUSE2017-03-13
0042015-01-01CHARLES FAUSE2016-04-25 CHARLES FAUSE2016-04-25
0042014-01-01CHARLES FAUSE2015-07-21 CHARLES FAUSE2015-07-21
0042013-01-01CHARLES FAUSE2014-07-15 CHARLES FAUSE2014-07-15
0042012-01-01REBECCA BALLOU-BUCK2013-05-14 REBECCA BALLOU-BUCK2013-05-14
0042011-01-01REBECCA BALLOU-BUCK2012-05-24 REBECCA BALLOU-BUCK2012-05-24
0042010-01-01REBECCA BALLOU-BUCK2011-06-30 REBECCA BALLOU-BUCK2011-06-30

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