· 2022–2024 · DOL EFAST2

UNITED WAY OF NORTHWEST GEORGI — 403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF NORTHWEST GEORGIA, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250618122140NAL0002251457001

UNITED WAY OF NORTHWEST GEORGI

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF UNITED WAY OF NORTHWEST GEORGIA

401(k) retirement plan

Active participants

8

Accounts w/ balance

11

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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

73

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 NORTHWEST GEORGI.

Plan sponsor

Name

UNITED WAY OF NORTHWEST GEORGI

EIN

58-0905881

Address

PO BOX 566 · DALTON, GA · 307220566

Phone

(706) 876-1598

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

2025-06-18

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2E · Profit-sharing

2T · Default investment account (QDIA)

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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