2023 Form 5500 filing — United Way Of Greater Kingsport 403(B) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240503082530NAL0010514707001) for United Way Of Greater Kingsport 403(B) Retirement Plan, reported by United Way Of Greater Kingsport, Inc under EIN 62-0481461 and plan number 002. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$371.2KReported net assets$371,205
Participants20
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240503082530NAL0010514707001
Plan sponsor
United Way Of Greater Kingsport, Inc
EIN
62-0481461
Plan number
002
Location
Kingsport, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$371.2K total assets
Net assets$371.2KLiabilities
Money in vs. money out
Total income / additions$66.3K
Total expenses$2K
Benefits paid / distributions$1.6K
Contributions
Employer$19.3K
Participant$0
Full reported line items
Total assets (EOY)
$371,205
Net assets (EOY)
$371,205
Employer contributions
$19,297
Participant contributions
$0
Total income / additions
$66,346
Benefits paid
$1,609
Administrative expenses
$402
Total expenses
$2,011
Net increase / (decrease)
$64,335

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240503082530NAL0010514707001 cover?
It is the 2023 Form 5500 filing for United Way Of Greater Kingsport 403(B) Retirement Plan, reported by United Way Of Greater Kingsport, Inc (EIN 62-0481461).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages