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TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE
Plan identification number 004

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE 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.
  • 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 COLUMBIA-WILLAMET TE has sponsored the creation of one or more 401k plans.

Company Name:UNITED WAY OF THE COLUMBIA-WILLAMET TE
Employer identification number (EIN):930582124
NAIC Classification:624200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COLUMBIA-WILLAMETTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01KORI GREGG2024-09-24
0042022-01-01KORI GREGG2023-10-12
0042021-01-01KORI GREGG2022-07-25
0042020-01-01KORI GREGG2021-07-27
0042019-01-01KORI GREGG2020-07-22
0042018-01-01KATHY GRIMM2019-07-22
0042017-01-01KATHLEEN GRIMM2018-06-08
0042016-01-01KATHY GRIMM2017-06-14
0042015-01-01KATHY GRIMM2016-07-18
0042014-01-01CAROL FRYE2015-07-23
0042013-01-01CAROL FRYE2014-04-15
0042012-01-01CAROL FRYE2013-07-17

Potentially related plans

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