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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 THE COASTAL BEND, INC has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE COASTAL BEND, INC
Employer identification number (EIN):741207552
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL BEND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01ELIZABETH AVERYT2023-07-26
0032021-01-01ELIZABETH AVERYT2022-05-13 ELIZABETH AVERYT2022-05-13
0032020-01-01ELIZABETH AVERYT2021-07-12 ELIZABETH AVERYT2021-07-12
0032019-01-01ELIZABETH AVERYT2020-07-27 ELIZABETH AVERYT2020-07-27
0032018-01-01ELIZABETH AVERYT2019-05-30 ELIZABETH AVERYT2019-05-30
0032017-01-01CATRINA WILSON2018-05-09 CATRINA WILSON2018-05-09
0032016-01-01CATRINA WILSON2017-07-26 CATRINA WILSON2017-07-26
0032015-01-01CATRINA WILSON2016-07-07 CATRINA WILSON2016-07-07
0032014-01-01CATRINA WILSON2016-08-04 CATRINA WILSON2016-08-04
0032013-01-01CATRINA WILSON2014-07-21 CATRINA WILSON2014-07-21
0032012-01-01CATRINA WILSON2014-08-11 CATRINA WILSON2014-08-11
0032011-01-01ROBERT MCCARTY2012-09-11
0032010-01-01CATRINA WILSON2011-05-18

Potentially related plans

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