2023 Form 5500 filing — Youngberg And Youngberg Consulting, Inc. Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624105532NAL0003891331001) for Youngberg And Youngberg Consulting, Inc. Profit Sharing Plan, reported by Youngberg And Youngberg Consulting, Inc. under EIN 20-8475604 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$360.1KReported net assets$360,133
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240624105532NAL0003891331001
Plan sponsor
Youngberg And Youngberg Consulting, Inc.
EIN
20-8475604
Plan number
001
Location
Belle Mead, NJ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$360.1K total assets
Net assets$360.1KLiabilities
Money in vs. money out
Total income / additions-$113.2K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$360,133
Net assets (EOY)
$360,133
Total income / additions
-$113,199
Total expenses
$0
Net increase / (decrease)
-$113,199

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240624105532NAL0003891331001 cover?
It is the 2023 Form 5500 filing for Youngberg And Youngberg Consulting, Inc. Profit Sharing Plan, reported by Youngberg And Youngberg Consulting, Inc. (EIN 20-8475604).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages