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  5. HEAD OF THE LAKES UNITED WAY

HEAD OF THE LAKES UNITED WAY

Company Details

Name: HEAD OF THE LAKES UNITED WAY
Jurisdiction: Minnesota
Legal type: Nonprofit Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 25 May 1962 (63 years ago)
Company Number: 298af93b-add4-e011-a886-001ec94ffe7f
File Number: E-199
Registered Office Address: 424 West Superior Str #402, Duluth, MN 55802, USA
ZIP code: 55802
County: St. Louis County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
403(B) THRIFT PLAN FOR EMPLOYEES OF HEAD OF THE LAKES UNITED WAY 2023 410857077 2024-08-26 HEAD OF THE LAKES UNITED WAY 28
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 314 W SUPERIOR ST STE 750, DULUTH, MN, 558021539

Signature of
Role Plan administrator
Date 2024-08-26
Name of individual signing KIM ULMER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR EMPLOYEES OF HEAD OF THE LAKES UNITED WAY 2022 410857077 2023-07-11 HEAD OF THE LAKES UNITED WAY 26
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 424 W SUPERIOR ST STE 402, DULUTH, MN, 558021539

Signature of
Role Plan administrator
Date 2023-07-11
Name of individual signing KIM ULMER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN FOR EMPLOYEES OF HEAD OF THE LAKES UNITED WAY 2022 410857077 2023-08-12 HEAD OF THE LAKES UNITED WAY 26
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 424 W SUPERIOR ST STE 402, DULUTH, MN, 558021539

Signature of
Role Plan administrator
Date 2023-08-12
Name of individual signing KIM ULMER
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF HEAD OF THE LAKES UNITED WAY 2021 410857077 2022-06-25 HEAD OF THE LAKES UNITED WAY 23
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 424 W SUPERIOR ST STE 402, DULUTH, MN, 558021539

Signature of
Role Plan administrator
Date 2022-06-25
Name of individual signing NICHOLAS RHINEHART
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF HEAD OF THE LAKES UNITED WAY 2020 410857077 2021-02-24 HEAD OF THE LAKES UNITED WAY 23
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 424 W SUPERIOR ST STE 402, DULUTH, MN, 558021539

Signature of
Role Plan administrator
Date 2021-02-24
Name of individual signing NICHOLAS RHINEHART
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF HEAD OF THE LAKES UNITED WAY 2019 410857077 2020-03-06 HEAD OF THE LAKES UNITED WAY 26
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 424 W SUPERIOR ST STE 402, DULUTH, MN, 558021539

Signature of
Role Plan administrator
Date 2020-03-06
Name of individual signing CHARLES FAUSE
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF HEAD OF THE LAKES UNITED WAY 2018 410857077 2019-03-19 HEAD OF THE LAKES UNITED WAY 24
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 424 W SUPERIOR ST STE 402, DULUTH, MN, 558021539

Signature of
Role Plan administrator
Date 2019-03-19
Name of individual signing CHARLES FAUSE
Valid signature Filed with authorized/valid electronic signature
403 B THRIFT PLAN OF HEAD OF THE LAKES UNITED WAY 2017 410857077 2018-05-03 HEAD OF THE LAKES UNITED WAY 23
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 424 W SUPERIOR ST STE 402, DULUTH, MN, 558021539

Signature of
Role Plan administrator
Date 2018-05-03
Name of individual signing CHARLES FAUSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-05-03
Name of individual signing CHARLES FAUSE
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF HEAD OF THE LAKES UNITED WAY 2016 410857077 2017-03-13 HEAD OF THE LAKES UNITED WAY 28
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 424 W SUPERIOR ST STE 402, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2017-03-13
Name of individual signing CHARLES FAUSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-03-13
Name of individual signing CHARLES FAUSE
Valid signature Filed with authorized/valid electronic signature
403(B) THRIFT PLAN OF HEAD OF THE LAKES UNITED WAY 2015 410857077 2016-04-25 HEAD OF THE LAKES UNITED WAY 25
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2007-01-01
Business code 813000
Sponsor’s telephone number 2187264770
Plan sponsor’s address 424 W SUPERIOR ST STE 402, DULUTH, MN, 55802

Signature of
Role Plan administrator
Date 2016-04-25
Name of individual signing CHARLES FAUSE
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-04-25
Name of individual signing CHARLES FAUSE
Valid signature Filed with authorized/valid electronic signature

President

Name Role Address
Kimberly Ulmer President 314 W SUPERIOR ST STE 750, DULUTH, MN 55802–1891, United States

Filing

Filing Name Filing date
Amendment - Nonprofit Corporation (Domestic) (Business Name: HEAD OF THE LAKES UNITED WAY)Restated Articles 2015-06-29
Annual Reinstatement - Nonprofit Corporation (Domestic) 2013-03-18
Involuntary Dissolution - Nonprofit Corporation (Domestic) 2013-02-27
Nonprofit Corporation (Domestic) Business Name (Business Name: United Way of Greater Duluth, Inc.) 1971-08-02
Registered Office and/or Agent - Nonprofit Corporation (Domestic) 1966-12-02
Merger - Nonprofit Corporation (Domestic) 1966-12-02
Original Filing - Nonprofit Corporation (Domestic) 1962-05-25
Nonprofit Corporation (Domestic) Business Name (Business Name: United Fund of Duluth, Inc.) 1962-05-25

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Date of last update: 01 Oct 2024

Sources: Minnesota's Official State Website

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