United Way For Greater Austin — Form 5500 plan (United Way For Greater Austin)

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 For Greater Austin is a benefit plan reported by United Way For Greater Austin under EIN 74-1193439 and plan number 003. The latest loaded filing year is 2023. The filing reports 223 participants and $2,508,446 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.5MPlan net assets, end of year$2,508,446
Participants223Covered participants reported
Assets / participant$11.2KComputed: assets ÷ participants$11,249 (computed)
Provider compensation$9171 Schedule C provider row(s)
Plan sponsor
United Way For Greater Austin
EIN
74-1193439
Plan number
003
Plan type
2
Location
Austin, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    223 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)$2.5M total assets
Net assets$2.5MLiabilities$0
Money in vs. money out
Total income / additions$813.6K
Total expenses$56.7K
Benefits paid / distributions$55.7K
Contributions
Employer$76.3K
Participant$399.1K
Full reported line items

Net assets

Total assets (EOY)
$2,508,446
Total liabilities (EOY)
$0
Net assets (EOY)
$2,508,446
Net assets (BOY)
$1,751,487

Income & contributions

Employer contributions
$76,289
Participant contributions
$399,056
Total contributions
$506,677
Total income / additions
$813,620

Expenses & distributions

Benefits paid
$55,744
Administrative expenses
$917
Total expenses
$56,661
Net increase / (decrease)
$756,959
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 16%Participant 84%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%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
    INSURANCE CARRIER · Direct $917 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the United Way For Greater Austin?
United Way For Greater Austin is reported as sponsored by United Way For Greater Austin (EIN 74-1193439, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for United Way For Greater Austin?
The latest Form 5500 filing year loaded for United Way For Greater Austin is 2023.
How many participants does United Way For Greater Austin report?
United Way For Greater Austin reports 223 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for United Way For Greater Austin?
United Way For Greater Austin reports $2,508,446 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages