United Way Of Greater Atlanta 403(B) Plan — Form 5500 plan (United Way Of Greater Atlanta, Inc)
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 Greater Atlanta 403(B) Plan is a benefit plan reported by United Way Of Greater Atlanta, Inc under EIN 58-0566194 and plan number 002. The latest loaded filing year is 2023. The filing reports 252 participants and $15,770,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Way Of Greater Atlanta, Inc
- EIN
- 58-0566194
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $15,770,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241011130555NAL0012512899001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,770,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,770,352
- Net assets (BOY)
- $14,220,394
Income & contributions
- Employer contributions
- $612,425
- Participant contributions
- $1,025,735
- Total contributions
- $1,959,231
- Total income / additions
- $4,210,320
Expenses & distributions
- Benefits paid
- $2,594,386
- Administrative expenses
- $65,976
- Total expenses
- $2,660,362
- Net increase / (decrease)
- $1,549,958
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,450 | $0 | 2023 |
| Resource Investment Advisors | INVESTMENT ADVISORY | $17,546 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $6,981 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Way Of Greater Atlanta, Inc
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Principal Life Insurance Company — Schedule C compensation
- Resource Investment Advisors — Schedule C compensation
- Onedigital Investment Advisors — Schedule C compensation