2023 Form 5500 filing — United Way Of Long Island Employees' 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 20240613144238NAL0030674433001) for United Way Of Long Island Employees' Retirement Plan, reported by United Way Of Long Island under EIN 11-6042392 and plan number 002. It reports 44 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,433,219
Participants44
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240613144238NAL0030674433001
Plan sponsor
United Way Of Long Island
EIN
11-6042392
Plan number
002
Location
Deer Park, NY
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$902.4K
Total expenses$137.4K
Benefits paid / distributions$137K
Contributions
Employer$125.6K
Participant$143.3K
Full reported line items
Total assets (EOY)
$5,433,219
Total liabilities (EOY)
$0
Net assets (EOY)
$5,433,219
Employer contributions
$125,575
Participant contributions
$143,271
Total income / additions
$902,439
Benefits paid
$137,042
Administrative expenses
$369
Total expenses
$137,411
Net increase / (decrease)
$765,028

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240613144238NAL0030674433001 cover?
It is the 2023 Form 5500 filing for United Way Of Long Island Employees' Retirement Plan, reported by United Way Of Long Island (EIN 11-6042392).
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