2023 Form 5500 filing — United Way Of King County 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 20250521091901NAL0001779571001) for United Way Of King County 403(B) Plan, reported by United Way Of King County under EIN 91-0565555 and plan number 004. It reports 272 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250521091901NAL0001779571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Way Of King County
- EIN
- 91-0565555
- Plan number
- 004
- Location
- Seattle, WA
- Participants
- 272
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,123,916
- Net assets (EOY)
- $15,123,916
- Employer contributions
- $189,459
- Participant contributions
- $860,726
- Total income / additions
- $2,894,760
- Benefits paid
- $2,961,170
- Administrative expenses
- $24,198
- Total expenses
- $2,985,368
- Net increase / (decrease)
- -$90,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hunnex And Shoemaker Inc | CONTRACT ADMINISTRATOR | $2,926 | $16,768 |
| Hohimer Wealth Management, LLC | INVESTMENT ADVISORY | $15,878 | $5 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $7,132 | $0 |