United Way Of New York City 401(K) Plan — Form 5500 plan (United Way Of New York)
Plain-English plan 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, United Way Of New York City 401(K) Plan is a benefit plan reported by United Way Of New York under EIN 13-2617681 and plan number 004. The latest loaded filing year is 2023. The filing reports 127 participants and $5,692,448 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.7MPlan net assets, end of year$5,692,448
Participants127Covered participants reported
Assets / participant$44.8KComputed: assets ÷ participants$44,822 (computed)
Provider compensation$9.2K1 Schedule C provider row(s)$9,224
- Plan sponsor
- United Way Of New York
- EIN
- 13-2617681
- Plan number
- 004
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 127 | H, C | 20250121122837NAL0005343424001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,692,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,692,448
- Net assets (BOY)
- $4,572,870
Income & contributions
- Employer contributions
- $192,593
- Participant contributions
- $565,959
- Total contributions
- $866,273
- Total income / additions
- $1,640,900
Expenses & distributions
- Benefits paid
- $512,397
- Administrative expenses
- $8,925
- Total expenses
- $521,322
- Net increase / (decrease)
- $1,119,578
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
25%75%
Employer 25%Participant 75%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,224 | $0 | 2023 |