2023 Form 5500 filing — Employee Benefit Plan Of United Way Of The Columbia-Willamette

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 20240924110909NAL0022765840001) for Employee Benefit Plan Of United Way Of The Columbia-Willamette, reported by United Way Of The Columbia-Willamette under EIN 93-0582124 and plan number 003. It reports 108 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.5MReported net assets$6,499,336
Participants108
Provider compensation$2481 Schedule C row(s)
Schedules filedSchedule I, Schedule CLoaded schedules
EFAST2 acknowledgement
20240924110909NAL0022765840001
Plan sponsor
United Way Of The Columbia-Willamette
EIN
93-0582124
Plan number
003
Location
Portland, OR
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)$6.5M total assets
Net assets$6.5MLiabilities
Money in vs. money out
Total income / additions$1.2M
Total expenses$148K
Benefits paid / distributions$147.8K
Contributions
Employer$80.7K
Participant$209K
Full reported line items
Total assets (EOY)
$6,499,336
Net assets (EOY)
$6,499,336
Employer contributions
$80,665
Participant contributions
$209,021
Total income / additions
$1,172,242
Benefits paid
$147,789
Administrative expenses
$248
Total expenses
$148,037
Net increase / (decrease)
$1,024,205
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $248 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240924110909NAL0022765840001 cover?
It is the 2023 Form 5500 filing for Employee Benefit Plan Of United Way Of The Columbia-Willamette, reported by United Way Of The Columbia-Willamette (EIN 93-0582124).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).

Related Form 5500 pages