UNITED WAY OF SONOMA-MENDOCINO-LAKE PENSION PLAN 401k Plan overview

UNITED WAY OF SONOMA-MENDOCINO-LAKE PENSION PLAN Benefits

401k Sponsoring company profile

Company Name:	UNITED WAY OF THE WINE COUNTRY
Employer identification number (EIN):	941669646
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	FAVIOLA ORTIZ	2024-06-27	FAVIOLA ORTIZ	2024-06-27
002	2022-01-01	FAVIOLA ORTIZ	2023-05-30	FAVIOLA ORTIZ	2023-05-30
002	2021-01-01	FAVIOLA ORTIZ	2022-06-20	FAVIOLA ORTIZ	2022-06-20
002	2021-01-01	FAVIOLA ORTIZ	2022-06-23	FAVIOLA ORTIZ	2022-06-23
002	2020-01-01	ILENE MORAN	2021-07-12
002	2019-01-01	ILENE MORAN	2020-07-13	ILENE MORAN	2020-07-13
002	2018-01-01	ILENE MORAN	2019-07-18
002	2017-01-01	JENNIFER O'DONNELL	2018-07-10
002	2016-01-01	MIKE KALLHOFF	2017-07-27
002	2015-01-01	MIKE KALLHOFF	2016-07-25
002	2014-01-01	MIKE KALLHOFF	2015-10-08
002	2013-01-01	MIKE KALLHOFF	2014-09-18
002	2012-01-01	PAM DIDWAY	2013-07-18	PAM DIDWAY	2013-07-18
002	2011-01-01	KATHLEEN D'ASARO	2012-05-21	KATHLEEN D'ASARO	2012-05-21
002	2010-01-01	MIKE KALLHOFF	2011-10-11	MIKE KALLHOFF	2011-10-11
002	2008-01-01

Financial Data on UNITED WAY OF SONOMA-MENDOCINO-LAKE PENSION PLAN

Form 5500 Responses for UNITED WAY OF SONOMA-MENDOCINO-LAKE PENSION PLAN

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• UNITED WAY OF THE WABASH VALLEY CBIN BENEFIT PLAN [EIN = 351008531]
• UNITED WAY OF ST. JOHNS COUNTY 401(K) PLAN [EIN = 596018986]
• UNITED WAY OF NORTHERN NEW JERSEY [EIN = 221487247]
• UNITED WAY OF KNOX COUNTY INC. 401(K) PLAN [EIN = 314411236]
• UNITED WAY OF N CENTRAL OH SOCA BENEFIT PLAN [EIN = 310641236]
• UNITED WAY OF KENNEBEC VALLEY PENSION PLAN [EIN = 016004404]
• UNITED WAY OF WEST FLORIDA INC 401(K) PROFIT SHARING PLAN & TRUST [EIN = 590651076]
• UNITED WAY OF KENNEBEC VALLEY PENSION PLAN [EIN = 016004404]
• UNITED WAY ALLIANCE OF THE MID-OHIO VALLEY CBWV BENEFIT PLAN [EIN = 550403123]
• UNITED WAY OF SOUTHWESTERN INDIANA MEDOVA LIFESTYLE HEALTH PLAN [EIN = 350868069]
• UNITED WAY OF THE COASTAL EMPIRE GCF BENEFIT PLAN [EIN = 580623603]
• UNITED WAY OF SOUTHERN KENTUCKY INC CBS BENEFIT PLAN [EIN = 610590564]
• UNITED WAY OF THE OZARKS MCF BENEFIT PLAN [EIN = 440552047]
• UNITED WAY OF NE MINNESOTA RETIREMENT PLAN [EIN = 410908454]
• UNITED WAY OF CENTRAL NEW YORK, INC. 403(B) PLAN [EIN = 150532073]
• UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN [EIN = 440556865]
• UNITED WAY OF MIDLAND 401K PLAN [EIN = 750945926]
• UNITED WAY OF NORTHERN SHENANDOAH VALLEY, INC. 403(B) PLAN [EIN = 540525106]
• UNITED WAY OF THE GREATER LEHIGH VALLEY EMPLOYEE BENEFIT PLAN [EIN = 232657933]
• UNITED WAY OF VENANGO COUNTY, INC. 403(B) PLAN [EIN = 251219187]
• UNITED WAY OF CENTRAL & SOUTHERN UTAH RETIREMENT PLAN [EIN = 942851681]
• UNITED WAY OF COASTAL AND WESTERN CONNECTICUT 403(B) PLAN [EIN = 060646577]
• UNITED WAY OF MPM SOCA BENEFIT PLAN [EIN = 314379456]
• UNITED WAY OF KENTUCKY IN CBS BENEFIT PLAN [EIN = 311106795]

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