2023 Form 5500 filing — National Youth Advocate Program 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 20241007132445NAL0015233489001) for National Youth Advocate Program 401(K) Plan, reported by National Youth Advocate Program under EIN 34-1404302 and plan number 001. It reports 1,857 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007132445NAL0015233489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- National Youth Advocate Program
- EIN
- 34-1404302
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 1,857
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,137,559
- Net assets (EOY)
- $20,137,559
- Employer contributions
- $1,119,836
- Participant contributions
- $1,952,718
- Total income / additions
- $6,283,267
- Benefits paid
- $1,470,190
- Administrative expenses
- $117,840
- Total expenses
- $1,628,155
- Net increase / (decrease)
- $4,655,112
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schneider Downs Ret. Solutions | RECORDKEEPER | $67,489 | not reported in the loaded dataset |
| Schneider Downs Wealth Mgmt Adv | INVESTMENT ADVISOR | $42,074 | not reported in the loaded dataset |
| Charles Schwab Trust Company | PLAN CUSTODIAN/TRUSTEE | $8,677 | not reported in the loaded dataset |