2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of San Diego Youth Services

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 20241014121941NAL0045921552001) for 403(B) Thrift Plan For Employees Of San Diego Youth Services, reported by San Diego Youth Services under EIN 95-2648050 and plan number 002. It reports 434 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)$8.9MReported net assets$8,915,201
Participants434
Provider compensation$5731 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014121941NAL0045921552001
Plan sponsor
San Diego Youth Services
EIN
95-2648050
Plan number
002
Location
San Diego, CA
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.8M
Total expenses$333.3K
Benefits paid / distributions$332.6K
Contributions
Employer$117.8K
Participant$409.2K
Full reported line items
Total assets (EOY)
$8,915,201
Total liabilities (EOY)
$0
Net assets (EOY)
$8,915,201
Employer contributions
$117,756
Participant contributions
$409,162
Total income / additions
$1,783,264
Benefits paid
$332,648
Administrative expenses
$633
Total expenses
$333,281
Net increase / (decrease)
$1,449,983
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $573 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014121941NAL0045921552001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Employees Of San Diego Youth Services, reported by San Diego Youth Services (EIN 95-2648050).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages