UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

UNITED WAY OF LAKE AND SUMTER 401 K PROFIT SHARING PLAN TRUST Benefits

401k Sponsoring company profile

Company Name:	UNITED WAY OF LAKE AND SUMTER COUNT IES, INC.
Employer identification number (EIN):	591143758
NAIC Classification:	624200

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	CHRIS HORNE	2024-07-23
001	2022-01-01	CHRIS HORNE	2023-09-06
001	2021-01-01	CATHY BICKNELL	2023-08-25
001	2020-01-01	CATHY BICKNELL	2021-10-13
001	2019-07-01	CATHY BICKNELL	2020-09-02
001	2018-01-01	ALAN HOLDEN	2019-03-04
001	2017-01-01	ALAN HOLDEN	2018-04-30

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• UNITED WAY OF SOUTHWEST MO AND SOUTHEAST KS MCF BENEFIT PLAN [EIN = 440556865]
• UNITED WAY OF MIDLAND 401K PLAN [EIN = 750945926]
• UNITED WAY OF NORTHERN SHENANDOAH VALLEY, INC. 403(B) PLAN [EIN = 540525106]
• UNITED WAY OF THE GREATER LEHIGH VALLEY EMPLOYEE BENEFIT PLAN [EIN = 232657933]
• UNITED WAY OF VENANGO COUNTY, INC. 403(B) PLAN [EIN = 251219187]
• UNITED WAY OF CENTRAL & SOUTHERN UTAH RETIREMENT PLAN [EIN = 942851681]

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