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SHELBY COUNTY UNITED WAY, INC., RETIREMENT PLAN 401k Plan overview

Plan NameSHELBY COUNTY UNITED WAY, INC., RETIREMENT PLAN
Plan identification number 001

SHELBY COUNTY UNITED WAY, INC., RETIREMENT PLAN Benefits

401k Plan TypeDefined 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 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

SHELBY COUNTY UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SHELBY COUNTY UNITED WAY, INC.
Employer identification number (EIN):344473288
NAIC Classification:812990
NAIC Description:All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHELBY COUNTY UNITED WAY, INC., RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KARLA YOUNG2024-07-22 KARLA YOUNG2024-07-22
0012022-01-01SCOTT S BARR2023-05-01 SCOTT S BARR2023-05-01
0012021-01-01SCOTT S BARR2022-05-16 SCOTT S BARR2022-05-16
0012020-01-01SCOTT S BARR2021-04-26 SCOTT S BARR2021-04-26
0012019-01-01SCOTT BARR2020-04-15 SCOTT BARR2020-04-15
0012018-01-01SCOTT BARR2019-04-18 SCOTT BARR2019-04-18
0012017-01-01SCOTT BARR2018-05-24 SCOTT BARR2018-05-24
0012016-01-01SCOTT BARR2017-05-03 SCOTT BARR2017-05-03
0012015-01-01SCOTT BARR2016-05-26 SCOTT BARR2016-05-26
0012014-01-01SCOTT BARR2015-05-05 SCOTT BARR2015-05-05
0012013-01-01SCOTT BARR2014-11-13 SCOTT BARR2014-11-13
0012012-01-01SCOTT BARR2014-11-13 SCOTT BARR2014-11-13
0012011-01-01BOB PARKER2012-05-01 BOB PARKER2012-05-01
0012010-01-01ROBERT PARKER2011-05-27 ROBERT PARKER2011-05-27

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