2023 Form 5500 filing — United Way Of Greater Mercer County 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930121759NAL0005659873001) for United Way Of Greater Mercer County 401(K) Plan, reported by United Way Of Greater Mercer County under EIN 21-0683073 and plan number 002. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$545.9KReported net assets$545,939
Participants12
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240930121759NAL0005659873001
Plan sponsor
United Way Of Greater Mercer County
EIN
21-0683073
Plan number
002
Location
Hamilton, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$545.9K total assets
Net assets$545.9KLiabilities$0
Money in vs. money out
Total income / additions$120.8K
Total expenses$21K
Benefits paid / distributions$18.8K
Contributions
Employer$17.6K
Participant$30.9K
Full reported line items
Total assets (EOY)
$545,939
Total liabilities (EOY)
$0
Net assets (EOY)
$545,939
Employer contributions
$17,573
Participant contributions
$30,867
Total income / additions
$120,800
Benefits paid
$18,820
Administrative expenses
$50
Total expenses
$21,041
Net increase / (decrease)
$99,759

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930121759NAL0005659873001 cover?
It is the 2023 Form 5500 filing for United Way Of Greater Mercer County 401(K) Plan, reported by United Way Of Greater Mercer County (EIN 21-0683073).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages