401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. plan

403(B) THRIFT PLAN OF UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF LAKE AND SUMTER COUNTIES, INC.
Plan identification number	002

403(B) THRIFT PLAN OF UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 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(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.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

UNITED WAY OF LAKE AND SUMTER COUNT IES, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF LAKE AND SUMTER COUNT IES, INC.

Employer identification number (EIN): 591143758

NAIC Classification: 624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF LAKE AND SUMTER COUNTIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 ALAN HOLDEN 2018-07-17
002 2016-01-01 ALAN HOLDEN 2017-07-26 ALAN HOLDEN 2017-07-26
002 2015-01-01 ALAN HOLDEN 2016-10-05 ALAN HOLDEN 2016-10-05
002 2014-01-01 JOHN MOORE, JR. 2015-07-28 JOHN MOORE, JR. 2015-07-28
002 2013-01-01 ANH REYNOLDS 2014-06-23 ANH REYNOLDS 2014-06-23
002 2012-01-01 ANH REYNOLDS 2013-07-22 ANH REYNOLDS 2013-07-22
002 2011-01-01 ANH REYNOLDS 2012-05-02 ANH REYNOLDS 2012-05-02
002 2010-01-01 ANH REYNOLDS 2011-07-26 ANH REYNOLDS 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01	ALAN HOLDEN	2018-07-17
002	2016-01-01	ALAN HOLDEN	2017-07-26	ALAN HOLDEN	2017-07-26
002	2015-01-01	ALAN HOLDEN	2016-10-05	ALAN HOLDEN	2016-10-05
002	2014-01-01	JOHN MOORE, JR.	2015-07-28	JOHN MOORE, JR.	2015-07-28
002	2013-01-01	ANH REYNOLDS	2014-06-23	ANH REYNOLDS	2014-06-23
002	2012-01-01	ANH REYNOLDS	2013-07-22	ANH REYNOLDS	2013-07-22
002	2011-01-01	ANH REYNOLDS	2012-05-02	ANH REYNOLDS	2012-05-02
002	2010-01-01	ANH REYNOLDS	2011-07-26	ANH REYNOLDS	2011-07-26

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Company Name:	UNITED WAY OF LAKE AND SUMTER COUNT IES, INC.
Employer identification number (EIN):	591143758
NAIC Classification:	624200