2023 Form 5500 filing — The Pension Plan Of United Way Of Greater Atlanta, Inc.
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 20241009131551NAL0031305504001) for The Pension Plan Of United Way Of Greater Atlanta, Inc., reported by United Way Of Greater Atlanta, Inc. under EIN 58-0566194 and plan number 001. It reports 260 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$16MReported net assets$16,021,116
Participants260
Provider compensation$38K2 Schedule C row(s)$37,959
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009131551NAL0031305504001
- Plan sponsor
- United Way Of Greater Atlanta, Inc.
- EIN
- 58-0566194
- Plan number
- 001
- Location
- Atlanta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$16M total assets
Net assets$16MLiabilities$2K
Full reported line items
- Total assets (EOY)
- $16,023,162
- Total liabilities (EOY)
- $2,046
- Net assets (EOY)
- $16,021,116
- Employer contributions
- $750,000
- Total income / additions
- $2,829,061
- Benefits paid
- $675,699
- Administrative expenses
- $230,572
- Total expenses
- $906,271
- Net increase / (decrease)
- $1,922,790
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | NONE | $28,000 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $9,959 | $0 |