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) Thrift Plan Of United Way, Inc. is a benefit plan reported by United Way, Inc. under EIN 95-2274801 and plan number 004. The latest loaded filing year is 2023. The filing reports 183 participants and $9,614,159 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,614,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,614,159
- Net assets (BOY)
- $8,589,329
Income & contributions
- Employer contributions
- $117,244
- Participant contributions
- $388,899
- Total contributions
- $613,760
- Total income / additions
- $1,988,465
Expenses & distributions
- Benefits paid
- $962,915
- Administrative expenses
- $720
- Total expenses
- $963,635
- Net increase / (decrease)
- $1,024,830