2023 Form 5500 filing — Year Up, Inc. 401(K) 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 20240726150049NAL0033395378001) for Year Up, Inc. 401(K) Plan, reported by Year Up, Inc. under EIN 04-3534407 and plan number 001. It reports 1,296 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240726150049NAL0033395378001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Year Up, Inc.
- EIN
- 04-3534407
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 1,296
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,451,485
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,451,485
- Employer contributions
- $3,670,288
- Participant contributions
- $6,595,915
- Total income / additions
- $21,937,786
- Benefits paid
- $6,700,036
- Administrative expenses
- $138,944
- Total expenses
- $6,849,762
- Net increase / (decrease)
- $15,088,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $78,944 | $0 |
| Mml Investor Services LLC | ADVISOR | $60,000 | not reported in the loaded dataset |