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  5. UNITED WAY OF NORTHEAST FLORIDA, INC.

UNITED WAY OF NORTHEAST FLORIDA, INC.

Company Details

Entity Name: UNITED WAY OF NORTHEAST FLORIDA, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active
Date Filed: 29 Dec 1964 (60 years ago)
Document Number: 708312
FEI/EIN Number 590637825
Mail Address: 40 East Adams Street, JACKSONVILLE, FL, 32202, US
Address: 40 East Adams Street, SUITE 310, JACKSONVILLE, FL, 32202, US
ZIP code: 32202
County: Duval
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2023 590637825 2024-12-04 UNITED WAY OF NORTHEAST FLORIDA, INC. 65
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST STE 310, JACKSONVILLE, FL, 322023357

Signature of
Role Plan administrator
Date 2024-12-04
Name of individual signing OLGA MENDOZA
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-12-04
Name of individual signing OLGA MENDOZA
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2022 590637825 2023-06-15 UNITED WAY OF NORTHEAST FLORIDA, INC. 76
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 32203

Signature of
Role Plan administrator
Date 2023-06-15
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2022 590637825 2023-10-12 UNITED WAY OF NORTHEAST FLORIDA, INC. 69
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST STE 200, JACKSONVILLE, FL, 322023357

Signature of
Role Plan administrator
Date 2023-10-12
Name of individual signing MELANIE PATZ
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2021 590637825 2022-10-13 UNITED WAY OF NORTHEAST FLORIDA, INC. 75
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST STE 200, JACKSONVILLE, FL, 322023357

Signature of
Role Plan administrator
Date 2022-10-13
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-10-13
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2021 590637825 2022-05-27 UNITED WAY OF NORTHEAST FLORIDA, INC. 85
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 322031428

Signature of
Role Plan administrator
Date 2022-05-27
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2022-05-27
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2020 590637825 2021-05-20 UNITED WAY OF NORTHEAST FLORIDA, INC. 76
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 322031428

Signature of
Role Plan administrator
Date 2021-05-20
Name of individual signing ROBIN ABBOTT
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2019 590637825 2020-07-15 UNITED WAY OF NORTHEAST FLORIDA, INC. 80
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 322031428

Signature of
Role Plan administrator
Date 2020-07-15
Name of individual signing RICHARD BUTCHER
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2019 590637825 2021-05-21 UNITED WAY OF NORTHEAST FLORIDA, INC 85
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST STE 200, JACKSONVILLE, FL, 322023353

Signature of
Role Plan administrator
Date 2020-10-02
Name of individual signing RICHARD BUTCHER
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFITS PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC 2018 590637825 2019-10-11 UNITED WAY OF NORTHEAST FLORIDA, INC 95
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1980-01-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address 40 E ADAMS ST, SUITE 200, JACKSONVILLE, FL, 322023353
403(B) THRIFT PLAN OF UNITED WAY OF NORTHEAST FLORIDA, INC. 2018 590637825 2019-10-14 UNITED WAY OF NORTHEAST FLORIDA, INC. 78
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1991-07-01
Business code 813000
Sponsor’s telephone number 9043903200
Plan sponsor’s address PO BOX 41428, JACKSONVILLE, FL, 322031428

Signature of
Role Plan administrator
Date 2019-10-14
Name of individual signing RICHARD BUTCHER
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
Patz Melanie Preside Agent 40 East Adams Street, JACKSONVILLE, FL, 32202

Director

Name Role Address
Ley Sara Director 1328 Nicholson Road, Jacksonville, FL, 32207
Larsen Kirk Director 601 Riverside Avenue, Jacksonville, FL, 32204
Montana Greg Director 40 East Adams Street, JACKSONVILLE, FL, 32202
Palmer Lisa Director One Independent Drive, Jacksonville, FL, 32202
Peverley Ned Director 244 North Wind Court, Ponte Vedra Beach, FL, 32082
Syed Sabeen Director 40 East Adams Street, Suite 310, JACKSONVILLE, FL, 32202

Events

Event Type Filed Date Value Description
AMENDED AND RESTATEDARTICLES 2018-08-09 No data No data
REINSTATEMENT 2014-10-07 No data No data
ADMIN DISSOLUTION FOR ANNUAL REPORT 2014-09-26 No data No data
AMENDED AND RESTATEDARTICLES 2013-07-01 No data No data
NAME CHANGE AMENDMENT 1985-06-11 UNITED WAY OF NORTHEAST FLORIDA, INC. No data

Related by officers

Ley Sara

PINE CASTLE, INC.

Montana Greg

FIS PRONET SOLUTIONS, INC.

Palmer Lisa

SUNSHINE CONSULTATION SERVICES, LLC

Related by address

40 East Adams Street, JACKSONVILLE, FL, 32202, US

HANDS ON JACKSONVILLE, INC. BIG BROTHERS BIG SISTERS OF NORTHEAST FLORIDA, INC. LEADERSHIP JACKSONVILLE, INC.

Date of last update: 01 Feb 2025

Sources: Florida Department of State

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