401k Plan data: 403(B) THRIFT PLAN OF UNITED WAY OF THE COASTAL EMPIRE plan

403(B) THRIFT PLAN OF UNITED WAY OF THE COASTAL EMPIRE 401k Plan overview

Plan Name	403(B) THRIFT PLAN OF UNITED WAY OF THE COASTAL EMPIRE
Plan identification number	003

403(B) THRIFT PLAN OF UNITED WAY OF THE COASTAL EMPIRE 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.
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 COASTAL EMPIRE has sponsored the creation of one or more 401k plans.

Company Name: UNITED WAY OF THE COASTAL EMPIRE

Employer identification number (EIN): 580623603

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 COASTAL EMPIRE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 MANDY PARSONS 2023-10-10
003 2021-01-01 MANDY PARSONS 2022-10-06
003 2020-01-01 MANDY PARSONS 2021-07-14
003 2019-01-01 MANDY PARSONS 2020-06-19
003 2018-01-01 STACEY JOHNSON 2019-06-12
003 2017-01-01 MELANIE JORDAN 2018-04-12 MELANIE JORDAN 2018-04-12
003 2016-01-01 MELANIE JORDAN 2017-04-10 MELANIE JORDAN 2017-04-10
003 2015-01-01 MELANIE JORDAN 2016-06-21 MELANIE JORDAN 2016-06-21
003 2014-01-01 MELANIE JORDAN 2015-06-25 MELANIE JORDAN 2015-06-25
003 2013-01-01 MELANIE JORDAN 2014-05-08 MELANIE JORDAN 2014-05-08
003 2012-01-01 MELANIE JORDAN 2013-08-06 MELANIE JORDAN 2013-08-06
003 2011-01-01 MELANIE JORDAN 2012-08-14 MELANIE JORDAN 2012-08-14
003 2010-01-01 MELANIE JORDAN 2011-07-28 MELANIE JORDAN 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	MANDY PARSONS	2023-10-10
003	2021-01-01	MANDY PARSONS	2022-10-06
003	2020-01-01	MANDY PARSONS	2021-07-14
003	2019-01-01	MANDY PARSONS	2020-06-19
003	2018-01-01	STACEY JOHNSON	2019-06-12
003	2017-01-01	MELANIE JORDAN	2018-04-12	MELANIE JORDAN	2018-04-12
003	2016-01-01	MELANIE JORDAN	2017-04-10	MELANIE JORDAN	2017-04-10
003	2015-01-01	MELANIE JORDAN	2016-06-21	MELANIE JORDAN	2016-06-21
003	2014-01-01	MELANIE JORDAN	2015-06-25	MELANIE JORDAN	2015-06-25
003	2013-01-01	MELANIE JORDAN	2014-05-08	MELANIE JORDAN	2014-05-08
003	2012-01-01	MELANIE JORDAN	2013-08-06	MELANIE JORDAN	2013-08-06
003	2011-01-01	MELANIE JORDAN	2012-08-14	MELANIE JORDAN	2012-08-14
003	2010-01-01	MELANIE JORDAN	2011-07-28	MELANIE JORDAN	2011-07-28

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Company Name:	UNITED WAY OF THE COASTAL EMPIRE
Employer identification number (EIN):	580623603
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations