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

Plan Name403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL OKLAHOMA, INC.
Plan identification number 003

403(B) THRIFT PLAN OF UNITED WAY OF CENTRAL OKLAHOMA, 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 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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 CENTRAL OKLAHOMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF CENTRAL OKLAHOMA, INC.
Employer identification number (EIN):730589829
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 CENTRAL OKLAHOMA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01CHRISTOPHER BELL2023-09-14
0032021-01-01PAMELA COX2022-07-28
0032020-01-01PAMELA COX2021-07-28
0032019-01-01PAMELA COX2020-07-21
0032018-01-01PAMELA COX2019-07-30
0032017-01-01PAM COX2018-07-30 PAM COX2018-07-30
0032016-01-01PAM COX2017-07-26 PAM COX2017-07-26
0032015-01-01PAM COX2016-07-21 PAM COX2016-07-21
0032014-01-01NIKKI WISEMAN2015-07-22 NIKKI WISEMAN2015-07-22
0032013-01-01ANNIE BARNES2014-07-22 ANNIE BARNES2014-07-22
0032012-01-01KIMBERLY JOHNSON2013-10-09 KIMBERLY JOHNSON2013-10-09
0032011-01-01KIMBERLY JOHNSON2012-07-24 KIMBERLY JOHNSON2012-07-24
0032010-01-01AMY MONTOYA2011-07-28

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