403(B) Savings Plan For United Way Of Metropolitan Dallas, Inc. — Form 5500 plan (United Way Of Metropolitan Dallas, 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, 403(B) Savings Plan For United Way Of Metropolitan Dallas, Inc. is a benefit plan reported by United Way Of Metropolitan Dallas, Inc. under EIN 75-6005352 and plan number 004. The latest loaded filing year is 2023. The filing reports 129 participants and $8,652,375 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.7MPlan net assets, end of year$8,652,375
Participants129Covered participants reported
Assets / participant$67.1KComputed: assets ÷ participants$67,073 (computed)
Provider compensation$72.7K3 Schedule C provider row(s)$72,743
Plan sponsor
United Way Of Metropolitan Dallas, Inc.
EIN
75-6005352
Plan number
004
Plan type
2
Location
Dallas, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20240916164429NAL0004072642001
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)$8.7M total assets
Net assets$8.7MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1M
Benefits paid / distributions$977.1K
Contributions
Employer$481.7K
Participant$531.6K
Full reported line items

Net assets

Total assets (EOY)
$8,652,375
Total liabilities (EOY)
$0
Net assets (EOY)
$8,652,375
Net assets (BOY)
$7,321,677

Income & contributions

Employer contributions
$481,747
Participant contributions
$531,638
Total contributions
$1,033,957
Total income / additions
$2,372,393

Expenses & distributions

Benefits paid
$977,133
Administrative expenses
$55,468
Total expenses
$1,041,695
Net increase / (decrease)
$1,330,698
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.

Contribution share (employer vs. participant)
Employer 48%Participant 52%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$55,467$02023
Woodbury Financial SvcsINVESTMENT ADVISORY$0$17,2762023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages