2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of United Way Of Greater Rochester And The Finger Lakes, 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 20241003150947NAL0005806547001) for 403(B) Thrift Plan For Employees Of United Way Of Greater Rochester And The Finger Lakes, Inc., reported by United Way Of Greater Rochester And The Finger Lakes under EIN 16-1015782 and plan number 003. It reports 152 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)$12.8MReported net assets$12,775,789

Participants152

Provider compensation$4051 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241003150947NAL0005806547001
Plan sponsor: United Way Of Greater Rochester And The Finger Lakes
EIN: 16-1015782
Plan number: 003
Location: Rochester, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$12.8M total assets

Net assets$12.8MLiabilities$0

Money in vs. money out

Total income / additions$2.2M

Total expenses$446.3K

Benefits paid / distributions$445.3K

Contributions

Employer$407.3K

Participant$385.2K

Full reported line items

Total assets (EOY): $12,775,789
Total liabilities (EOY): $0
Net assets (EOY): $12,775,789
Employer contributions: $407,318
Participant contributions: $385,183
Total income / additions: $2,192,528
Benefits paid: $445,309
Administrative expenses: $1,009
Total expenses: $446,318
Net increase / (decrease): $1,746,210

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$405
RECORD KEEPER · Direct $405 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003150947NAL0005806547001 cover?: It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of United Way Of Greater Rochester And The Finger Lakes, Inc., reported by United Way Of Greater Rochester And The Finger Lakes (EIN 16-1015782).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).