Original filing (PDF)20250718151951NAL0001985633001

UNITED WAY OF LAKE AND SUMTER COUNTIES

Name: UNITED WAY OF LAKE AND SUMTER COUNTIES — UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: UNITED WAY OF LAKE AND SUMTER COUNTIES

Form 5500-SF

FILING_RECEIVED

UNITED WAY OF LAKE AND SUMTER COUNTIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$93K

Net assets (EOY)

$93K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED WAY OF LAKE AND SUMTER COUNTIES.

Plan sponsor

Name

UNITED WAY OF LAKE AND SUMTER COUNTIES

EIN

59-1143758

Address

32644 BLOSSOM LANE · LEESBURG, FL · 34788

Phone

(352) 787-7530

Industry

Health Care & Social Assistancesee all

Plan administrator