· 2022–2024 · DOL EFAST2

UNITED WAY OF THE COASTAL EMPIRE — TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL EMPIRE, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20231011223543NAL0062177074001

UNITED WAY OF THE COASTAL EMPIRE

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE COASTAL EMPIRE

Defined-contribution retirement plan

Active participants

0

Accounts w/ balance

4

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

Plan health score

Above-average plan

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

21

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

UNITED WAY OF THE COASTAL EMPIRE

EIN

58-0623603

Address

PO BOX 2946 · SAVANNAH, GA · 314022946

Phone

(912) 651-7700

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-11

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

OPEN DOOR CHURCH OF GOD IN CHRIS

OPEN DOOR CHURCH OF GOD IN CHRIST

$10K · 2 participants

JENKINS MEMORIAL CHILDREN'S CENTER, JENKINS INDUSTRIES,

JENKINS MEMORIAL CHILDREN'S CENTER, JENKINS INDUSTRIES, INC., & JENKINS HOUSING EMPLOYEE RETIREMENT

ALPHA SIGMA TAU

ALPHA SIGMA TAU CBIN BENEFIT PLAN

$10K · 9 participants

ENTERTAINMENT INDUSTRIES COUNC

ENTERTAINMENT INDUSTRIES COUNC 401(K) PROFIT SHARING PLAN & TRUST

$10K · 7 participants

PORTLAND HARBOR COMMUNITY COALITION