401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF BENTON & FRANKLIN COUNTIES plan

403(B) THRIFT PLAN OF UNITED WAY OF BENTON & FRANKLIN COUNTIES 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF BENTON & FRANKLIN COUNTIES
Plan identification number	002

403(B) THRIFT PLAN OF UNITED WAY OF BENTON & FRANKLIN COUNTIES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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 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 BENTON & FRANKLIN COUNTIES has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF BENTON & FRANKLIN COUNTIES

Employer identification number (EIN): 910682177

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

Additional information about UNITED WAY OF BENTON & FRANKLIN COUNTIES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1958-03-03

Company Identification Number: 601138199

Legal Registered Office Address: 401 N YOUNG ST

KENNEWICK
United States of America (USA)
993367775

More information about UNITED WAY OF BENTON & FRANKLIN COUNTIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF UNITED WAY OF BENTON & FRANKLIN COUNTIES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 BRANT BAKER 2021-12-21
002 2019-01-01 BRANT BAKER 2020-07-28
002 2018-01-01 BRANT BAKER 2019-07-17
002 2017-01-01 CAROL BRANDNER 2018-07-26 CAROL BRANDNER 2018-07-26
002 2016-01-01 LAURI ROBERTS 2017-07-25 LAURI ROBERTS 2017-07-25
002 2015-01-01 LAURI ROBERTS 2016-07-29 LAURI ROBERTS 2016-07-29
002 2014-01-01 LAURI ROBERTS 2015-07-21 LAURI ROBERTS 2015-07-21
002 2013-01-01 LAURI ROBERTS 2014-07-28 LAURI ROBERTS 2014-07-28
002 2012-01-01 LAURI ROBERTS 2013-08-05 LAURI ROBERTS 2013-08-05
002 2011-01-01 LAURI ROBERTS 2012-07-23
002 2010-01-01 LAURI ROBERTS 2011-07-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2020-01-01	BRANT BAKER	2021-12-21
002	2019-01-01	BRANT BAKER	2020-07-28
002	2018-01-01	BRANT BAKER	2019-07-17
002	2017-01-01	CAROL BRANDNER	2018-07-26	CAROL BRANDNER	2018-07-26
002	2016-01-01	LAURI ROBERTS	2017-07-25	LAURI ROBERTS	2017-07-25
002	2015-01-01	LAURI ROBERTS	2016-07-29	LAURI ROBERTS	2016-07-29
002	2014-01-01	LAURI ROBERTS	2015-07-21	LAURI ROBERTS	2015-07-21
002	2013-01-01	LAURI ROBERTS	2014-07-28	LAURI ROBERTS	2014-07-28
002	2012-01-01	LAURI ROBERTS	2013-08-05	LAURI ROBERTS	2013-08-05
002	2011-01-01	LAURI ROBERTS	2012-07-23
002	2010-01-01	LAURI ROBERTS	2011-07-26

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Company Name:	UNITED WAY OF BENTON & FRANKLIN COUNTIES
Employer identification number (EIN):	910682177
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1958-03-03
Company Identification Number:	601138199
Legal Registered Office Address:	401 N YOUNG ST KENNEWICK United States of America (USA) 993367775