2023 Form 5500 filing — United Way Of Greater Atlanta 403(B) 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 20241011130555NAL0012512899001) for United Way Of Greater Atlanta 403(B) Plan, reported by United Way Of Greater Atlanta, Inc under EIN 58-0566194 and plan number 002. It reports 252 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)$15.8MReported net assets$15,770,352
Participants252
Provider compensation$62K3 Schedule C row(s)$61,977
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011130555NAL0012512899001
- Plan sponsor
- United Way Of Greater Atlanta, Inc
- EIN
- 58-0566194
- Plan number
- 002
- Location
- Atlanta, GA
- 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)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,770,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,770,352
- Employer contributions
- $612,425
- Participant contributions
- $1,025,735
- Total income / additions
- $4,210,320
- Benefits paid
- $2,594,386
- Administrative expenses
- $65,976
- Total expenses
- $2,660,362
- Net increase / (decrease)
- $1,549,958
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $37,450 | $0 |
| Resource Investment Advisors | INVESTMENT ADVISORY | $17,546 | not reported in the loaded dataset |
| Onedigital Investment Advisors | INVESTMENT ADVISORY | $6,981 | not reported in the loaded dataset |