· 2022–2024 · DOL EFAST2

UNITED WAY OF THE COASTAL EMPI — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF THE COASTAL EMPIRE, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20251009143921NAL0007149697001

UNITED WAY OF THE COASTAL EMPI

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF THE COASTAL EMPIRE

401(k) retirement plan

Active participants

35

Accounts w/ balance

49

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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

62

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 EMPI.

Plan sponsor

Name

UNITED WAY OF THE COASTAL EMPI

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

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

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

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