2023 Form 5500 filing — Employee Benefit Plan Of Youth Guidance
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 20241011093233NAL0043191010001) for Employee Benefit Plan Of Youth Guidance, reported by Youth Guidance under EIN 36-2167032 and plan number 001. It reports 393 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093233NAL0043191010001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Youth Guidance
- EIN
- 36-2167032
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 393
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,418,355
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,418,355
- Employer contributions
- $130,499
- Participant contributions
- $918,648
- Total income / additions
- $2,025,800
- Benefits paid
- $484,599
- Administrative expenses
- $73,005
- Total expenses
- $567,664
- Net increase / (decrease)
- $1,458,136
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $50,594 | $0 |
| Triad Advisors Inc | INVESTMENT ADVISOR | $21,755 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $656 | not reported in the loaded dataset |