401k Plan data: UNITED WORKFORCE DEVELOPMENT BOARD, INC. PROFIT SHARING PLAN plan

UNITED WORKFORCE DEVELOPMENT BOARD, INC. PROFIT SHARING PLAN 401k Plan overview

Plan Name	UNITED WORKFORCE DEVELOPMENT BOARD, INC. PROFIT SHARING PLAN
Plan identification number	002

UNITED WORKFORCE DEVELOPMENT BOARD, INC. PROFIT SHARING PLAN 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.
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

UNITED WORKFORCE DEVELOPMENT BOARD, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNITED WORKFORCE DEVELOPMENT BOARD, INC.

Employer identification number (EIN): 371139631

NAIC Classification: 561300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WORKFORCE DEVELOPMENT BOARD, INC. PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-07-01 LEEANN NORRIS 2024-03-28 LEEANN NORRIS 2024-03-28
002 2021-07-01 LEEANN NORRIS 2023-01-27 LEEANN NORRIS 2023-01-27
002 2020-07-01 LEEANN NORRIS 2021-12-30 LEEANN NORRIS 2021-12-30
002 2019-07-01 LEEANN WHITLATCH 2021-03-01 LEEANN WHITLATCH 2021-03-01
002 2018-07-01 LEEANN WHITLATCH 2020-01-24 LEEANN WHITLATCH 2020-01-24
002 2017-07-01 LEEANN WHITLATCH 2019-01-07 LEEANN WHITLATCH 2019-01-07
002 2016-07-01 LEEANN WHITLATCH 2018-02-07 LEEANN WHITLATCH 2018-02-07
002 2015-07-01 LEEANN WHITLATCH 2016-12-29 LEEANN WHITLATCH 2016-12-29
002 2014-07-01 STEVEN MARTIN 2016-01-28 STEVEN MARTIN 2016-01-28
002 2013-07-01 STEVEN MARTIN 2015-01-27 STEVEN MARTIN 2015-01-27
002 2012-07-01 STEVEN MARTIN 2014-01-14 STEVEN MARTIN 2014-01-14
002 2011-07-01 STEVEN MARTIN 2013-02-19 STEVEN MARTIN 2013-02-19
002 2010-07-01 STEVEN MARTIN 2012-01-09 STEVEN MARTIN 2012-01-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-07-01	LEEANN NORRIS	2024-03-28	LEEANN NORRIS	2024-03-28
002	2021-07-01	LEEANN NORRIS	2023-01-27	LEEANN NORRIS	2023-01-27
002	2020-07-01	LEEANN NORRIS	2021-12-30	LEEANN NORRIS	2021-12-30
002	2019-07-01	LEEANN WHITLATCH	2021-03-01	LEEANN WHITLATCH	2021-03-01
002	2018-07-01	LEEANN WHITLATCH	2020-01-24	LEEANN WHITLATCH	2020-01-24
002	2017-07-01	LEEANN WHITLATCH	2019-01-07	LEEANN WHITLATCH	2019-01-07
002	2016-07-01	LEEANN WHITLATCH	2018-02-07	LEEANN WHITLATCH	2018-02-07
002	2015-07-01	LEEANN WHITLATCH	2016-12-29	LEEANN WHITLATCH	2016-12-29
002	2014-07-01	STEVEN MARTIN	2016-01-28	STEVEN MARTIN	2016-01-28
002	2013-07-01	STEVEN MARTIN	2015-01-27	STEVEN MARTIN	2015-01-27
002	2012-07-01	STEVEN MARTIN	2014-01-14	STEVEN MARTIN	2014-01-14
002	2011-07-01	STEVEN MARTIN	2013-02-19	STEVEN MARTIN	2013-02-19
002	2010-07-01	STEVEN MARTIN	2012-01-09	STEVEN MARTIN	2012-01-09

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Company Name:	UNITED WORKFORCE DEVELOPMENT BOARD, INC.
Employer identification number (EIN):	371139631
NAIC Classification:	561300