United Way Of King County 403(B) Plan — Form 5500 plan (United Way Of King County)
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 King County 403(B) Plan is a benefit plan reported by United Way Of King County under EIN 91-0565555 and plan number 004. The latest loaded filing year is 2023. The filing reports 272 participants and $15,123,916 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Way Of King County
- EIN
- 91-0565555
- Plan number
- 004
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 272
- End-of-year plan assets
- $15,123,916
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 272 | H, C | 20250521091901NAL0001779571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,123,916
- Net assets (EOY)
- $15,123,916
- Net assets (BOY)
- $15,214,524
Income & contributions
- Employer contributions
- $189,459
- Participant contributions
- $860,726
- Total contributions
- $1,126,386
- Total income / additions
- $2,894,760
Expenses & distributions
- Benefits paid
- $2,961,170
- Administrative expenses
- $24,198
- Total expenses
- $2,985,368
- Net increase / (decrease)
- -$90,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hunnex And Shoemaker Inc | CONTRACT ADMINISTRATOR | $2,926 | $16,768 | 2023 |
| Hohimer Wealth Management, LLC | INVESTMENT ADVISORY | $15,878 | $5 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,132 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Way Of King County
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Hunnex And Shoemaker Inc — Schedule C compensation
- Hohimer Wealth Management, LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation