How many benefit plans does St Charles Youth & Family Services Inc report on Form 5500?

St Charles Youth & Family Services Inc (EIN 39-0914040) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for St Charles Youth & Family Services Inc?

The Employer Identification Number (EIN) reported for St Charles Youth & Family Services Inc is 39-0914040.

What is the latest Form 5500 filing year for St Charles Youth & Family Services Inc?

The latest loaded Form 5500 filing year for St Charles Youth & Family Services Inc is 2023.

St Charles Youth & Family Services Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, St Charles Youth & Family Services Inc (EIN 39-0914040) is a plan sponsor located in Milwaukee, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 39-0914040
Location: Milwaukee, WI
Loaded plans: 2
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for St Charles Youth & Family Services Inc

2 loaded plans hold $9.8M in reported assets.
The largest, St Charles Youth & Family Services, Inc. Pension Plan, holds 73% of this company's reported plan assets.
Plans cover 530 reported participants.
2 of 2 plans report full financial statements.
2 report Schedule C provider compensation.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.8MSummed across loaded plans$9,829,158

Total reported assets$9.8M$9,829,158

Total reported participants530

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.8M total assets

Net assets$9.8MLiabilities$0

Contributions & income

Employer contributions$452.6K

Participant contributions$278.1K

Total income / additions$2.3M

Expenses & distributions

Benefits paid / distributions$613.4K

Total expenses$750.2K

Net increase / (decrease)$1.5M

Data coverage

Plans with financial statements2 / 2 (100%)

Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets73%St Charles Youth & Family Services, Inc. Pension Plan

Participants per plan265Average across loaded plans

Loaded plans2

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
St Charles Youth & Family Services, Inc. Pension Plan$7.2M
Plan #002 · 237 participants · 2023
2
St. Charles Youth & Family Services, Inc. 403(B) Plan$2.7M
Plan #001 · 293 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for St Charles Youth & Family Services Inc. Open one for its full reported snapshot.

2023
St Charles Youth & Family Services, Inc. Pension Plan237 participants · 2Sch HSch C
View filing →
2023
St. Charles Youth & Family Services, Inc. 403(B) Plan293 participants · 2Sch HSch C
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does St Charles Youth & Family Services Inc report on Form 5500?: St Charles Youth & Family Services Inc (EIN 39-0914040) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for St Charles Youth & Family Services Inc?: The Employer Identification Number (EIN) reported for St Charles Youth & Family Services Inc is 39-0914040.
What is the latest Form 5500 filing year for St Charles Youth & Family Services Inc?: The latest loaded Form 5500 filing year for St Charles Youth & Family Services Inc is 2023.