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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE GREATER CLARKSVILLE REGION, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE GREATER CLARKSVILLE REGION, INC.
Plan identification number 003

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE GREATER CLARKSVILLE REGION, INC. Benefits

401k Plan TypeDefined 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 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 GREATER CLARKSVIL LE REGION, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE GREATER CLARKSVIL LE REGION, INC.
Employer identification number (EIN):626014536
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE GREATER CLARKSVILLE REGION, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01STEPHANIE KNIGHT2023-09-27
0032021-01-01STEPHANIE KNIGHT2022-07-25
0032020-01-01STEPHANIE KNIGHT2021-12-22
0032020-01-01STEPHANIE KNIGHT2021-12-22
0032020-01-01STEPHANIE KNIGHT2021-12-21
0032018-01-01IAN PASLEY2019-05-31
0032017-01-01IAN PASLEY2018-07-11 IAN PASLEY2018-07-11
0032016-01-01IAN PASLEY2017-06-15 IAN PASLEY2017-06-15
0032015-01-01IAN PASLEY2016-05-31 IAN PASLEY2016-05-31
0032014-01-01IAN PASLEY2015-06-02 IAN PASLEY2015-06-02
0032013-01-01IAN PASLEY2014-07-02 IAN PASLEY2014-07-02
0032012-01-01IAN PASLEY2013-07-22 IAN PASLEY2013-07-22
0032011-01-01IAN PASLEY2012-07-24 IAN PASLEY2012-07-24
0032010-01-01IAN PASLEY2011-07-18 IAN PASLEY2011-07-18

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