2023 Form 5500 filing — United Way Of Central Ohio, Inc. 401(K) 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 20241001085425NAL0006528625001) for United Way Of Central Ohio, Inc. 401(K) Retirement Plan, reported by United Way Of Central Ohio, Inc. under EIN 31-4393712 and plan number 002. It reports 87 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,647,573
Participants87
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241001085425NAL0006528625001
Plan sponsor
United Way Of Central Ohio, Inc.
EIN
31-4393712
Plan number
002
Location
Columbus, OH
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)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$1.2M
Total expenses$780.5K
Benefits paid / distributions$776.3K
Contributions
Employer$190.2K
Participant$285.3K
Full reported line items
Total assets (EOY)
$4,647,573
Total liabilities (EOY)
$0
Net assets (EOY)
$4,647,573
Employer contributions
$190,217
Participant contributions
$285,268
Total income / additions
$1,197,586
Benefits paid
$776,258
Administrative expenses
$4,231
Total expenses
$780,489
Net increase / (decrease)
$417,097

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001085425NAL0006528625001 cover?
It is the 2023 Form 5500 filing for United Way Of Central Ohio, Inc. 401(K) Retirement Plan, reported by United Way Of Central Ohio, Inc. (EIN 31-4393712).
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