Original filing (PDF)20250728112121NAL0004450130001

UNITED WAY OF BEAUMONT AND NOR

Name: UNITED WAY OF BEAUMONT AND NOR — 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED WAY OF BEAUMONT AND NORTH JEFFERSON COUNTY, Form 5500 (2024)
Creator: UNITED WAY OF BEAUMONT AND NOR

Form 5500-SF

FILING_RECEIVED

401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF UNITED WAY OF BEAUMONT AND NORTH JEFFERSON COUNTY

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$669K

Net assets (EOY)

$669K

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 UNITED WAY OF BEAUMONT AND NOR.

Plan sponsor

Name

UNITED WAY OF BEAUMONT AND NOR

EIN

74-1200117

Address

700 NORTH ST STE H · BEAUMONT, TX · 777011834

Phone

(409) 835-4575

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

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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