How big is United Charitable's plan?

United Charitable's plan reported $1.1M in assets and 26 participants for 2024.

Original filing (PDF)20250701115425NAL0029489586001

United Charitable

Name: United Charitable — United Charitable 401(k) Profit, Form 5500 (2024)
Creator: United Charitable
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

United Charitable 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · United Charitable's United Charitable 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Stacy Summitt signed United Charitable's 2024 Form 5500 as plan administrator.

Stacy Summitt — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

United Charitable's EIN is 20-4286082.

EIN 20-4286082

Plan number 001

Plan year 2024

ACK ID 20250701115425NAL0029489586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for United Charitable from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

United Charitable's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED CHARITABLE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score