401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF ULSTER COUNTY,INC. plan

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

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF ULSTER COUNTY,INC.
Plan identification number	002

403(B) THRIFT PLAN OF UNITED WAY OF ULSTER COUNTY,INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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.
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 ULSTER COUNTY,INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF ULSTER COUNTY,INC.

Employer identification number (EIN): 141409654

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 ULSTER COUNTY,INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 STEPHANIE KEARNS 2024-10-02
002 2021-01-01 DONALD HINES 2022-10-21
002 2020-01-01 DONALD HINES 2021-03-01
002 2019-01-01 DONALD HINES 2020-07-23
002 2018-01-01 DONALD HINES 2019-05-02
002 2017-01-01 STACEY REIN 2018-07-27
002 2016-01-01 STACEY REIN 2017-07-31 STACEY REIN 2017-07-31
002 2015-01-01 STACEY REIN 2016-07-29 STACEY REIN 2016-07-29
002 2014-01-01 STACEY REIN 2015-05-19 STACEY REIN 2015-05-19
002 2013-01-01 STACEY REIN 2014-07-08 STACEY REIN 2014-07-08
002 2012-01-01 STACEY REIN 2013-10-03
002 2011-01-01 STACEY REIN 2012-08-08
002 2010-01-01 STACEY REIN 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	STEPHANIE KEARNS	2024-10-02
002	2021-01-01	DONALD HINES	2022-10-21
002	2020-01-01	DONALD HINES	2021-03-01
002	2019-01-01	DONALD HINES	2020-07-23
002	2018-01-01	DONALD HINES	2019-05-02
002	2017-01-01	STACEY REIN	2018-07-27
002	2016-01-01	STACEY REIN	2017-07-31	STACEY REIN	2017-07-31
002	2015-01-01	STACEY REIN	2016-07-29	STACEY REIN	2016-07-29
002	2014-01-01	STACEY REIN	2015-05-19	STACEY REIN	2015-05-19
002	2013-01-01	STACEY REIN	2014-07-08	STACEY REIN	2014-07-08
002	2012-01-01	STACEY REIN	2013-10-03
002	2011-01-01	STACEY REIN	2012-08-08
002	2010-01-01	STACEY REIN	2011-09-26

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Company Name:	UNITED WAY OF ULSTER COUNTY,INC.
Employer identification number (EIN):	141409654
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations