403(B) Savings Plan For United Way Of Metropolitan Dallas, Inc. — Form 5500 plan (United Way Of Metropolitan Dallas, Inc.)
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, 403(B) Savings Plan For United Way Of Metropolitan Dallas, Inc. is a benefit plan reported by United Way Of Metropolitan Dallas, Inc. under EIN 75-6005352 and plan number 004. The latest loaded filing year is 2023. The filing reports 129 participants and $8,652,375 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8.7MPlan net assets, end of year$8,652,375
Participants129Covered participants reported
Assets / participant$67.1KComputed: assets ÷ participants$67,073 (computed)
Provider compensation$72.7K3 Schedule C provider row(s)$72,743
- Plan sponsor
- United Way Of Metropolitan Dallas, Inc.
- EIN
- 75-6005352
- Plan number
- 004
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20240916164429NAL0004072642001 |
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)$8.7M total assets
Net assets$8.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,652,375
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,652,375
- Net assets (BOY)
- $7,321,677
Income & contributions
- Employer contributions
- $481,747
- Participant contributions
- $531,638
- Total contributions
- $1,033,957
- Total income / additions
- $2,372,393
Expenses & distributions
- Benefits paid
- $977,133
- Administrative expenses
- $55,468
- Total expenses
- $1,041,695
- Net increase / (decrease)
- $1,330,698
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.
48%52%
Employer 48%Participant 52%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income41%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 | $55,467 | $0 | 2023 |
| Woodbury Financial Svcs | INVESTMENT ADVISORY | $0 | $17,276 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Way Of Metropolitan Dallas, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Principal Life Insurance Company — Schedule C compensation
- Woodbury Financial Svcs — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation