401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF EAST CENTRAL IOWA plan

403(B) THRIFT PLAN OF UNITED WAY OF EAST CENTRAL IOWA 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF EAST CENTRAL IOWA
Plan identification number	004

403(B) THRIFT PLAN OF UNITED WAY OF EAST CENTRAL IOWA 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 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 EAST CENTRAL IOWA has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF EAST CENTRAL IOWA

Employer identification number (EIN): 420861239

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 EAST CENTRAL IOWA

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2023-01-01 SARAH PETERS 2024-06-24
004 2022-01-01 SARAH PETERS 2023-07-18
004 2021-01-01 SARAH PETERS 2022-08-03
004 2020-01-01 SARAH PETERS 2021-06-28
004 2019-01-01 SARAH PETERS 2020-07-29
004 2018-01-01 TIM STILES 2019-07-24 TIM STILES 2019-07-24
004 2017-01-01 TIM STILES 2018-06-19 TIM STILES 2018-06-19
004 2016-01-01 TIM STILES 2017-04-19 TIM STILES 2017-04-19
004 2015-01-01 TIM STILES 2016-07-05 TIM STILES 2016-07-05
004 2014-01-01 TIM STILES 2015-04-13 TIM STILES 2015-04-13
004 2013-01-01 TIM STILES 2014-05-05 TIM STILES 2014-05-05
004 2012-01-01 TIM STILES 2013-07-22
004 2011-01-01 KRIS RILEY 2012-08-17
004 2010-07-01 KRISTINE RILEY 2011-09-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
004	2023-01-01	SARAH PETERS	2024-06-24
004	2022-01-01	SARAH PETERS	2023-07-18
004	2021-01-01	SARAH PETERS	2022-08-03
004	2020-01-01	SARAH PETERS	2021-06-28
004	2019-01-01	SARAH PETERS	2020-07-29
004	2018-01-01	TIM STILES	2019-07-24	TIM STILES	2019-07-24
004	2017-01-01	TIM STILES	2018-06-19	TIM STILES	2018-06-19
004	2016-01-01	TIM STILES	2017-04-19	TIM STILES	2017-04-19
004	2015-01-01	TIM STILES	2016-07-05	TIM STILES	2016-07-05
004	2014-01-01	TIM STILES	2015-04-13	TIM STILES	2015-04-13
004	2013-01-01	TIM STILES	2014-05-05	TIM STILES	2014-05-05
004	2012-01-01	TIM STILES	2013-07-22
004	2011-01-01	KRIS RILEY	2012-08-17
004	2010-07-01	KRISTINE RILEY	2011-09-22

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Company Name:	UNITED WAY OF EAST CENTRAL IOWA
Employer identification number (EIN):	420861239
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations