2023 Form 5500 filing — 403(B) Savings Plan For United Way Of Metropolitan Dallas, Inc.
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 20240916164429NAL0004072642001) for 403(B) Savings Plan For United Way Of Metropolitan Dallas, Inc., reported by United Way Of Metropolitan Dallas, Inc. under EIN 75-6005352 and plan number 004. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$8.7MReported net assets$8,652,375
Participants129
Provider compensation$72.7K3 Schedule C row(s)$72,743
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240916164429NAL0004072642001
- Plan sponsor
- United Way Of Metropolitan Dallas, Inc.
- EIN
- 75-6005352
- Plan number
- 004
- Location
- Dallas, TX
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$8.7M total assets
Net assets$8.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,652,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,652,375
- Employer contributions
- $481,747
- Participant contributions
- $531,638
- Total income / additions
- $2,372,393
- Benefits paid
- $977,133
- Administrative expenses
- $55,468
- Total expenses
- $1,041,695
- Net increase / (decrease)
- $1,330,698
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $55,467 | $0 |
| Woodbury Financial Svcs | INVESTMENT ADVISORY | $0 | $17,276 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |