401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF BROWN COUNTY plan

403(B) THRIFT PLAN OF UNITED WAY OF BROWN COUNTY 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF BROWN COUNTY
Plan identification number	002

403(B) THRIFT PLAN OF UNITED WAY OF BROWN COUNTY 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

UNITED WAY OF BROWN COUNTY has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF BROWN COUNTY

Employer identification number (EIN): 390806299

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 BROWN COUNTY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 CHERYL CERRATO 2024-07-25
002 2022-01-01 CHERYL CERRATO 2023-07-24
002 2021-01-01 CHERYL CERRATO 2022-05-19
002 2020-01-01 CHERYL CERRATO 2021-06-28
002 2019-01-01 CHERYL CERRATO 2020-07-13
002 2018-01-01 CHERYL CERRATO 2019-06-25
002 2017-01-01 ROBYN DAVIS 2018-06-18 ROBYN DAVIS 2018-06-18
002 2016-01-01 ROBYN DAVIS 2017-06-12 ROBYN DAVIS 2017-06-12
002 2015-01-01 GREGORY MAASS 2016-05-25 GREGORY MAASS 2016-05-25
002 2014-01-01 GREGORY MAASS 2015-06-15 GREGORY MAASS 2015-06-15
002 2013-01-01 GREGORY MAASS 2014-06-13 GREGORY MAASS 2014-06-13
002 2012-01-01 GREGG HETUE 2013-05-29 GREGG HETUE 2013-05-29
002 2011-01-01 GREGG HETUE 2012-06-19 GREGG HETUE 2012-06-19
002 2010-01-01 GREGG HETUE 2011-07-13 GREGG HETUE 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	CHERYL CERRATO	2024-07-25
002	2022-01-01	CHERYL CERRATO	2023-07-24
002	2021-01-01	CHERYL CERRATO	2022-05-19
002	2020-01-01	CHERYL CERRATO	2021-06-28
002	2019-01-01	CHERYL CERRATO	2020-07-13
002	2018-01-01	CHERYL CERRATO	2019-06-25
002	2017-01-01	ROBYN DAVIS	2018-06-18	ROBYN DAVIS	2018-06-18
002	2016-01-01	ROBYN DAVIS	2017-06-12	ROBYN DAVIS	2017-06-12
002	2015-01-01	GREGORY MAASS	2016-05-25	GREGORY MAASS	2016-05-25
002	2014-01-01	GREGORY MAASS	2015-06-15	GREGORY MAASS	2015-06-15
002	2013-01-01	GREGORY MAASS	2014-06-13	GREGORY MAASS	2014-06-13
002	2012-01-01	GREGG HETUE	2013-05-29	GREGG HETUE	2013-05-29
002	2011-01-01	GREGG HETUE	2012-06-19	GREGG HETUE	2012-06-19
002	2010-01-01	GREGG HETUE	2011-07-13	GREGG HETUE	2011-07-13

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Company Name:	UNITED WAY OF BROWN COUNTY
Employer identification number (EIN):	390806299
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations