401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF THE SOUTHERN TIER, INC. plan

403(B) THRIFT PLAN OF UNITED WAY OF THE SOUTHERN TIER, INC. 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF THE SOUTHERN TIER, INC.
Plan identification number	001

403(B) THRIFT PLAN OF UNITED WAY OF THE SOUTHERN TIER, INC. Benefits

401k Plan Type

Defined 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
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 THE SOUTHERN TIER, IN C. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF THE SOUTHERN TIER, IN C.

Employer identification number (EIN): 161451041

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 THE SOUTHERN TIER, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 MALEAHA SMITH 2024-07-23
001 2022-01-01 MICHELLE DUNDAS 2023-07-28
001 2021-01-01 MICHELLE DUNDAS 2022-08-11
001 2020-01-01 LISA GILL 2021-07-20
001 2019-01-01 LISA GILL 2020-07-29
001 2018-01-01 LISA GILL 2019-07-02
001 2017-01-01 LISA T. GILL 2018-05-23 LISA T. GILL 2018-05-23
001 2016-01-01 LISA GILL 2017-07-20 LISA GILL 2017-07-20
001 2015-01-01 LISA GILL 2016-06-17 LISA GILL 2016-06-17
001 2014-01-01 LISA GILL 2015-06-30 LISA GILL 2015-06-30
001 2013-01-01 LISA GILL 2014-07-08 LISA GILL 2014-07-08
001 2012-01-01 CURTIS R. BAILEY 2013-07-15 CURTIS R. BAILEY 2013-07-15
001 2011-01-01 CURTIS BAILEY 2012-07-12 CURTIS BAILEY 2012-07-12
001 2010-01-01 CURTIS BAILEY 2011-07-15 CURTIS BAILEY 2011-07-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	MALEAHA SMITH	2024-07-23
001	2022-01-01	MICHELLE DUNDAS	2023-07-28
001	2021-01-01	MICHELLE DUNDAS	2022-08-11
001	2020-01-01	LISA GILL	2021-07-20
001	2019-01-01	LISA GILL	2020-07-29
001	2018-01-01	LISA GILL	2019-07-02
001	2017-01-01	LISA T. GILL	2018-05-23	LISA T. GILL	2018-05-23
001	2016-01-01	LISA GILL	2017-07-20	LISA GILL	2017-07-20
001	2015-01-01	LISA GILL	2016-06-17	LISA GILL	2016-06-17
001	2014-01-01	LISA GILL	2015-06-30	LISA GILL	2015-06-30
001	2013-01-01	LISA GILL	2014-07-08	LISA GILL	2014-07-08
001	2012-01-01	CURTIS R. BAILEY	2013-07-15	CURTIS R. BAILEY	2013-07-15
001	2011-01-01	CURTIS BAILEY	2012-07-12	CURTIS BAILEY	2012-07-12
001	2010-01-01	CURTIS BAILEY	2011-07-15	CURTIS BAILEY	2011-07-15

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Company Name:	UNITED WAY OF THE SOUTHERN TIER, IN C.
Employer identification number (EIN):	161451041
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations