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TAX DEFERRED ANNUITY PLAN OF NORTH TEXAS AREA UNITED WAY, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF NORTH TEXAS AREA UNITED WAY, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF NORTH TEXAS AREA UNITED WAY, INC. Benefits

401k Plan TypeDefined 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

NORTH TEXAS AREA UNITED WAY, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH TEXAS AREA UNITED WAY, INC.
Employer identification number (EIN):750950126
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about NORTH TEXAS AREA UNITED WAY, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1955-03-17
Company Identification Number: 0012471701
Legal Registered Office Address: 900 8TH ST STE 510

WICHITA FALLS
United States of America (USA)
76301

More information about NORTH TEXAS AREA UNITED WAY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF NORTH TEXAS AREA UNITED WAY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DIANE WALKER2024-07-03
0012022-01-01CAROL MARLAR2023-07-25
0012021-01-01CAROL MARLAR2022-07-25
0012020-01-01CAROL MARLAR2021-07-16
0012019-01-01CAROL MARLAR2020-07-31
0012018-01-01CAROL MARLAR2019-05-29
0012017-01-01SHIRAH SHARP2018-04-12
0012016-01-01MATT YELL2017-07-07 MATT YELL2017-07-07
0012015-01-01MATT YELL2016-06-23 MATT YELL2016-06-23
0012014-01-01GREGORY SHANNON2015-07-23 GREGORY SHANNON2015-07-23
0012013-01-01GREGORY SHANNON2014-05-23 GREGORY SHANNON2014-05-23
0012012-01-01KAREN K BROCK2013-10-14 KAREN K BROCK2013-10-14
0012011-01-01KAREN BROCK2012-08-30 KAREN BROCK2012-08-30
0012010-01-01HEATHER L BUTZ2011-09-21 HEATHER L BUTZ2011-09-21

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