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

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

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

403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, 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 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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 NORTHEAST FLORIDA, INC has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF NORTHEAST FLORIDA, INC

Employer identification number (EIN): 590637825

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED WAY OF NORTHEAST FLORIDA, INC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1964-12-29

Company Identification Number: 708312

Legal Registered Office Address: 40 East Adams Street

JACKSONVILLE

32202

More information about UNITED WAY OF NORTHEAST FLORIDA, INC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 ROBIN ABBOTT 2023-06-15
002 2021-01-01 ROBIN ABBOTT 2022-05-27 ROBIN ABBOTT 2022-05-27
002 2020-01-01 ROBIN ABBOTT 2021-05-20
002 2019-01-01 RICHARD BUTCHER 2020-07-15
002 2018-01-01 RICHARD BUTCHER 2019-10-14
002 2017-01-01 PATRICIA KILGORE 2018-10-10 PATRICIA KILGORE 2018-10-10
002 2016-01-01 PATRICIA KILGORE 2017-10-12 PATRICIA KILGORE 2017-10-12
002 2015-01-01 PATRICIA KILGORE 2016-10-14 PATRICIA KILGORE 2016-10-14
002 2014-01-01 PATRICIA KILGORE 2015-07-30 PATRICIA KILGORE 2015-07-30
002 2013-01-01 PATRICIA KILGORE 2014-07-29 PATRICIA KILGORE 2014-07-29
002 2012-01-01 PATRICIA KILGORE 2013-07-26 PATRICIA KILGORE 2013-07-26
002 2011-01-01 PATRICIA KILGORE 2012-07-11 PATRICIA KILGORE 2012-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	ROBIN ABBOTT	2023-06-15
002	2021-01-01	ROBIN ABBOTT	2022-05-27	ROBIN ABBOTT	2022-05-27
002	2020-01-01	ROBIN ABBOTT	2021-05-20
002	2019-01-01	RICHARD BUTCHER	2020-07-15
002	2018-01-01	RICHARD BUTCHER	2019-10-14
002	2017-01-01	PATRICIA KILGORE	2018-10-10	PATRICIA KILGORE	2018-10-10
002	2016-01-01	PATRICIA KILGORE	2017-10-12	PATRICIA KILGORE	2017-10-12
002	2015-01-01	PATRICIA KILGORE	2016-10-14	PATRICIA KILGORE	2016-10-14
002	2014-01-01	PATRICIA KILGORE	2015-07-30	PATRICIA KILGORE	2015-07-30
002	2013-01-01	PATRICIA KILGORE	2014-07-29	PATRICIA KILGORE	2014-07-29
002	2012-01-01	PATRICIA KILGORE	2013-07-26	PATRICIA KILGORE	2013-07-26
002	2011-01-01	PATRICIA KILGORE	2012-07-11	PATRICIA KILGORE	2012-07-11

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Company Name:	UNITED WAY OF NORTHEAST FLORIDA, INC
Employer identification number (EIN):	590637825
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1964-12-29
Company Identification Number:	708312
Legal Registered Office Address:	40 East Adams Street JACKSONVILLE 32202