Original filing (PDF)20250430141709NAL0001963601001

BROWN COUNTY UNITED WAY, INC.

Name: BROWN COUNTY UNITED WAY, INC. — Form 5500 (2024)
Creator: BROWN COUNTY UNITED WAY, INC.

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROWN COUNTY UNITED WAY, INC..

Plan sponsor

Name

BROWN COUNTY UNITED WAY, INC.

EIN

39-0806299

Address

PO BOX 1593 · GREEN BAY, WI · 543051593

Phone

(920) 432-3393

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-30

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

UNIVERSAL PEACE FEDERATION

UNIVERSAL PEACE FEDERATION 401(K) PLAN

$1.1M · 3 participants

OVEREATERS ANONYMOUS INC.

OVEREATERS ANONYMOUS 403B PLAN

$1.1M · 18 participants

EXTENSION FOUNDATION

EXTENSION FOUNDATION 403(B) PLAN

$1.1M · 21 participants

UNITED WAY OF MARATHON COUNTY

UNITED WAY OF MARATHON COUNTY 403(B) PLAN

$1.1M · 18 participants

HEART RHYTHM CONSULTANTS, P.A.

HEART RHYTHM CONSULTANTS, P.A. RETIREMENT PLAN