United Way Of Central Iowa 401(K) Plan — Form 5500 plan (United Way Of Central Iowa)
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 Central Iowa 401(K) Plan is a benefit plan reported by United Way Of Central Iowa under EIN 42-0680425 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,025 participants and $31,185,058 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$31.2MPlan net assets, end of year$31,185,058
Participants1KCovered participants reported1,025
Assets / participant$30.4KComputed: assets ÷ participants$30,424 (computed)
Provider compensation$187.9K2 Schedule C provider row(s)$187,935
- Plan sponsor
- United Way Of Central Iowa
- EIN
- 42-0680425
- Plan number
- 002
- Plan type
- 3
- Location
- Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,025 | H, C | 20241011133717NAL0010975107001 |
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)$31.2M total assets
Net assets$31.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $31,185,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,185,058
- Net assets (BOY)
- $27,247,852
Income & contributions
- Employer contributions
- $758,366
- Participant contributions
- $2,192,060
- Total contributions
- $4,220,784
- Total income / additions
- $8,755,436
Expenses & distributions
- Benefits paid
- $4,687,030
- Administrative expenses
- $131,015
- Total expenses
- $4,818,230
- Net increase / (decrease)
- $3,937,206
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.
26%74%
Employer 26%Participant 74%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $131,015 | $0 | 2023 |
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $56,920 | 2023 |