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  5. UNITED WAY OF LAKE AND SUMTER COUNTIES, INC.

UNITED WAY OF LAKE AND SUMTER COUNTIES, INC.

Company Details

Entity Name: UNITED WAY OF LAKE AND SUMTER COUNTIES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Non-Profit
Status: Active
Date Filed: 06 Sep 1966 (58 years ago)
Document Number: 711452
FEI/EIN Number 591143758
Address: 32644 Blossom Lane, Leesburg, FL, 34788, US
Mail Address: 32644 Blossom Lane, LEESBURG, FL, 34788, US
ZIP code: 34788
County: Lake
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2023 591143758 2024-07-23 UNITED WAY OF LAKE AND SUMTER COUNTIES 18
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 624100
Sponsor’s telephone number 3527877530
Plan sponsor’s address 32644 BLOSSOM LANE, LEESBURG, FL, 34788

Signature of
Role Plan administrator
Date 2024-07-23
Name of individual signing CHRIS HORNE
Valid signature Filed with authorized/valid electronic signature
UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 591143758 2023-09-06 UNITED WAY OF LAKE AND SUMTER COUNTIES 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 624200
Sponsor’s telephone number 3527877530
Plan sponsor’s address 32644 BLOSSOM LANE, LEESBURG, FL, 34788

Signature of
Role Plan administrator
Date 2023-09-06
Name of individual signing CHRIS HORNE
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 2016 591143758 2017-07-26 UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2009-01-01
Business code 813000
Sponsor’s telephone number 3527877530
Plan sponsor’s address 32644 BLOSSOM LN, LEESBURG, FL, 347883928

Signature of
Role Plan administrator
Date 2017-07-26
Name of individual signing ALAN HOLDEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-07-26
Name of individual signing ALAN HOLDEN
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 2009 591143758 2010-07-22 UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 5
Three-digit plan number (PN) 002
Effective date of plan 2004-02-01
Business code 813000
Sponsor’s telephone number 3527877530
Plan sponsor’s address PO BOX 490720, LEESBURG, FL, 34749

Plan administrator’s name and address
Administrator’s EIN 591143758
Plan administrator’s name UNITED WAY OF LAKE AND SUMTER COUNTIES, INC.
Plan administrator’s address PO BOX 490720, LEESBURG, FL, 34749
Administrator’s telephone number 3527877530

Signature of
Role Plan administrator
Date 2010-07-22
Name of individual signing ANH REYNOLDS
Valid signature Filed with incorrect/unrecognized electronic signature
Role Employer/plan sponsor
Date 2010-07-22
Name of individual signing SUE CORDOVA
Valid signature Filed with authorized/valid electronic signature
TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 2009 591143758 2011-08-03 UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 5
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2004-02-01
Business code 813000
Sponsor’s telephone number 3527877530
Plan sponsor’s address PO BOX 490720, LEESBURG, FL, 34749

Plan administrator’s name and address
Administrator’s EIN 591143758
Plan administrator’s name UNITED WAY OF LAKE AND SUMTER COUNTIES, INC.
Plan administrator’s address PO BOX 490720, LEESBURG, FL, 34749
Administrator’s telephone number 3527877530

Signature of
Role Plan administrator
Date 2011-08-03
Name of individual signing ANH REYNOLDS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
United Way of Lake and Sumter Agent 32644 Blossom Lane, Leesburg, FL, 34788

Chief Executive Officer

Name Role Address
Davis Jessica Chief Executive Officer 32644 Blossom Lane, Leesburg, FL, 34788

Events

Event Type Filed Date Value Description
AMENDED AND RESTATEDARTICLES 2015-06-18 No data No data
MERGER 2015-04-08 No data CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 1. MERGER NUMBER 300000150343
NAME CHANGE AMENDMENT 1982-08-12 UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. No data

Related by officers

Davis Jessica

HALLMARK GROUP MANAGEMENT, INC. BAY AREA APPLIANCE AND AIR CONDITIONING, INC. FAITH, HOPE AND CHARITY SOCIETY, INC.

Related by address

32644 Blossom Lane, Leesburg, FL, 34788, US

LAKE AND SUMTER COUNTIES UNITED WAY FOUNDATION, INC.

32644 Blossom Lane, LEESBURG, FL, 34788, US

LAKE AND SUMTER COUNTIES UNITED WAY FOUNDATION, INC.

Date of last update: 01 Jan 2025

Sources: Florida Department of State

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