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TOWN OF PALM BEACH UNITED WAY, INC.

Company Details

Entity Name: TOWN OF PALM BEACH UNITED WAY, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active
Date Filed: 05 May 1966 (59 years ago)
Document Number: 710843
FEI/EIN Number 590637885
Address: 44 COCOANUT ROW, SUITE M201, PALM BEACH, FL, 33480
Mail Address: 44 COCOANUT ROW, SUITE M201, PALM BEACH, FL, 33480
ZIP code: 33480
County: Palm Beach
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2023 590637885 2024-11-25 TOWN OF PALM BEACH UNITED WAY, INC. 7
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2022 590637885 2023-06-22 TOWN OF PALM BEACH UNITED WAY, INC. 7
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2021 590637885 2022-06-30 TOWN OF PALM BEACH UNITED WAY, INC. 7
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2022-06-30
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2020 590637885 2021-07-06 TOWN OF PALM BEACH UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2021-07-06
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2019 590637885 2020-10-15 TOWN OF PALM BEACH UNITED WAY, INC. 7
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2020-10-15
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2018 590637885 2019-08-30 TOWN OF PALM BEACH UNITED WAY, INC. 8
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2019-08-30
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2017 590637885 2019-03-13 TOWN OF PALM BEACH UNITED WAY, INC. 9
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2019-03-13
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
TOWN OF PALM BEACH UNITED WAY, INC. 403(B) PLAN 2016 590637885 2017-11-29 TOWN OF PALM BEACH UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address 44 COCOANUT ROW, SUITE 201, PALM BEACH, FL, 33480

Signature of

Role Plan administrator
Date 2017-11-29
Name of individual signing BETH WALTON
Valid signature Filed with authorized/valid electronic signature
EMPLOYEE BENEFIT PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. 2015 590637885 2016-02-01 TOWN OF PALM BEACH UNITED WAY, INC. 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1975-01-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address PO BOX 1141, PALM BEACH, FL, 334801141

Signature of

Role Plan administrator
Date 2016-02-01
Name of individual signing THEMIS QUIROS
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF TOWN OF PALM BEACH UNITED WAY, INC. 2015 590637885 2016-02-02 TOWN OF PALM BEACH UNITED WAY, INC. 5
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1992-05-01
Business code 813000
Sponsor’s telephone number 5616551919
Plan sponsor’s address PO BOX 1141, PALM BEACH, FL, 334801141

Signature of

Role Plan administrator
Date 2016-02-02
Name of individual signing THEMIS QUIROS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
WALTON, BETH Agent 44 COCOANUT ROW, #M201, PALM BEACH, FL, 33480

Vice Chairman

Name Role Address
COOK MARK W Vice Chairman Royal Palm Management, WEST PALM BEACH, FL, 33405
Moore Danielle V Vice Chairman 277 Pendleton Avenue, Palm Beach, FL, 33480
CURTIS CHRISTINE Vice Chairman 150 Bradley Place, PALM BEACH, FL, 33480
MOORE RALPH V Vice Chairman 211 Potter Road, West Palm Beach, FL, 33405

Secretary

Name Role Address
Vasilopoulos Debra Secretary 11831 Southeast Tiffany Way, Tequesta, FL, 33469

Treasurer

Name Role Address
Agnello Missy Treasurer 208 Bermuda Lane, Palm Beach, FL, 33480

Events

Event Type Filed Date Value Description
NAME CHANGE AMENDMENT 2005-12-14 TOWN OF PALM BEACH UNITED WAY, INC. No data
NAME CHANGE AMENDMENT 1987-05-27 PALM BEACH COMMUNITY CHEST/UNITED WAY, INC. No data

Date of last update: 01 Jan 2025

Sources: Florida Department of State