Plan5500

United Way Of New York City 401(K) Plan — Form 5500 plan (United Way Of New York)

Plain-English plan 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, United Way Of New York City 401(K) Plan is a benefit plan reported by United Way Of New York under EIN 13-2617681 and plan number 004. The latest loaded filing year is 2023. The filing reports 127 participants and $5,692,448 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.7MPlan net assets, end of year$5,692,448
Participants127Covered participants reported
Assets / participant$44.8KComputed: assets ÷ participants$44,822 (computed)
Provider compensation$9.2K1 Schedule C provider row(s)$9,224
Plan sponsor
United Way Of New York
EIN
13-2617681
Plan number
004
Plan type
2
Location
New York, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    127 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$5,692,448
Total liabilities (EOY)
$0
Net assets (EOY)
$5,692,448
Net assets (BOY)
$4,572,870

Income & contributions

Employer contributions
$192,593
Participant contributions
$565,959
Total contributions
$866,273
Total income / additions
$1,640,900

Expenses & distributions

Benefits paid
$512,397
Administrative expenses
$8,925
Total expenses
$521,322
Net increase / (decrease)
$1,119,578
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 25%Participant 75%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$9.2K
    CONTRACT ADMINISTRATOR · Direct $9.2K · Indirect $0

Related Form 5500 pages