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| Plan Name | 403(B) THRIFT PLAN OF UNITED WAY OF GREATER WILLIAMSBURG |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | UNITED WAY OF GREATER WILLIAMSBURG |
| Employer identification number (EIN): | 540844073 |
| NAIC Classification: | 813000 |
| NAIC Description: | Â Religious, Grantmaking, Civic, Professional, and Similar Organizations |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2017-01-01 | COURTNEY DOWD | 2019-12-09 | ||
| 003 | 2016-01-01 | RODNEY BOLYARD | 2017-07-27 | RODNEY BOLYARD | 2017-07-27 |
| 003 | 2015-01-01 | RODNEY BOLYARD | 2016-09-15 | RODNEY BOLYARD | 2016-09-15 |
| 003 | 2014-01-01 | SHARON GIBSON ELLIS | 2015-09-22 | SHARON GIBSON ELLIS | 2015-09-22 |
| 003 | 2013-01-01 | JAMES COOLEY | 2014-05-08 | JAMES COOLEY | 2014-05-08 |
| 003 | 2012-01-01 | JAMES A COOLEY | 2013-07-31 | ||
| 003 | 2011-01-01 | JAMES COOLEY | 2012-07-06 | ||
| 003 | 2010-01-01 | JAMES COOLEY | 2011-07-26 | ||
| 003 | 2009-01-01 | KATHY VO | |||
| 003 | 2009-01-01 | KATHY VO | |||
| 003 | 2009-01-01 | KATHY VO |
| Measure | Date | Value |
|---|---|---|
| 2009: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER WILLIAMSBURG 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 3 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 3 |
| Number of participants with account balances | 2009-01-01 | 3 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| 2009: 403(B) THRIFT PLAN OF UNITED WAY OF GREATER WILLIAMSBURG 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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