2023 Form 5500 filing — New Directions Youth And Family Services 401(K) Profit Sharing Plan & Trust
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 20241004134834NAL0011484305001) for New Directions Youth And Family Services 401(K) Profit Sharing Plan & Trust, reported by New Directions Youth And Family Services, Inc. under EIN 16-0743220 and plan number 001. It reports 664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$14.1MReported net assets$14,142,053
Participants664
Provider compensation$30.7K2 Schedule C row(s)$30,679
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004134834NAL0011484305001
- Plan sponsor
- New Directions Youth And Family Services, Inc.
- EIN
- 16-0743220
- Plan number
- 001
- Location
- Lockport, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$14.1M total assets
Net assets$14.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,142,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,142,053
- Employer contributions
- $174,151
- Participant contributions
- $730,006
- Total income / additions
- $2,820,539
- Benefits paid
- $667,222
- Administrative expenses
- $30,679
- Total expenses
- $698,114
- Net increase / (decrease)
- $2,122,425
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $30,679 | not reported in the loaded dataset |
| Alesco Advisors LLC | NONE | $0 | $0 |