How many benefit plans does Catawba County United Way, Inc. report on Form 5500?

Catawba County United Way, Inc. (EIN 56-0774714) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Catawba County United Way, Inc.?

The Employer Identification Number (EIN) reported for Catawba County United Way, Inc. is 56-0774714.

What is the latest Form 5500 filing year for Catawba County United Way, Inc.?

The latest loaded Form 5500 filing year for Catawba County United Way, Inc. is 2023.

Catawba County United Way, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Catawba County United Way, Inc. (EIN 56-0774714) is a plan sponsor located in Hickory, NC with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 56-0774714
Location: Hickory, NC
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Catawba County United Way, Inc.

1 loaded plans hold $74K in reported assets.
The largest, Catawba County United Way Profit Sharing Plan, holds 100% of this company's reported plan assets.
Plans cover 5 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$74KSummed across loaded plans$74,048

Total reported assets$74K$74,048

Total reported participants5

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$74K total assets

Net assets$74KLiabilities—

Contributions & income

Employer contributions$17.9K

Participant contributionsNot reported

Total income / additions$25.2K

Expenses & distributions

Benefits paid / distributions$74.8K

Total expenses$75.2K

Net increase / (decrease)-$50K

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Catawba County United Way Profit Sharing Plan

Participants per plan5Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Catawba County United Way Profit Sharing Plan$74K
Plan #001 · 5 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Catawba County United Way, Inc.. Open one for its full reported snapshot.

2023
Catawba County United Way Profit Sharing Plan5 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Catawba County United Way, Inc. report on Form 5500?: Catawba County United Way, Inc. (EIN 56-0774714) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Catawba County United Way, Inc.?: The Employer Identification Number (EIN) reported for Catawba County United Way, Inc. is 56-0774714.
What is the latest Form 5500 filing year for Catawba County United Way, Inc.?: The latest loaded Form 5500 filing year for Catawba County United Way, Inc. is 2023.