2023 Form 5500 filing — United Way Of New York City 401(K) 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 20250121122837NAL0005343424001) for United Way Of New York City 401(K) Plan, reported by United Way Of New York under EIN 13-2617681 and plan number 004. It reports 127 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)$5.7MReported net assets$5,692,448
Participants127
Provider compensation$9.2K1 Schedule C row(s)$9,224
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250121122837NAL0005343424001
Plan sponsor
United Way Of New York
EIN
13-2617681
Plan number
004
Location
New York, 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)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$521.3K
Benefits paid / distributions$512.4K
Contributions
Employer$192.6K
Participant$566K
Full reported line items
Total assets (EOY)
$5,692,448
Total liabilities (EOY)
$0
Net assets (EOY)
$5,692,448
Employer contributions
$192,593
Participant contributions
$565,959
Total income / additions
$1,640,900
Benefits paid
$512,397
Administrative expenses
$8,925
Total expenses
$521,322
Net increase / (decrease)
$1,119,578
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $9.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250121122837NAL0005343424001 cover?
It is the 2023 Form 5500 filing for United Way Of New York City 401(K) Plan, reported by United Way Of New York (EIN 13-2617681).
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).

Related Form 5500 pages