2023 Form 5500 filing — Section 403(B) Retirement Plan For Youth Development, Inc.

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 20241015092751NAL0055363906001) for Section 403(B) Retirement Plan For Youth Development, Inc., reported by Youth Development, Inc. under EIN 85-0246036 and plan number 001. It reports 1,159 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)$14.4MReported net assets$14,403,903
Participants1.2K1,159
Provider compensation$56.6K3 Schedule C row(s)$56,600
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015092751NAL0055363906001
Plan sponsor
Youth Development, Inc.
EIN
85-0246036
Plan number
001
Location
Albuquerque, NM
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)$14.4M total assets
Net assets$14.4MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$1.5M
Benefits paid / distributions$1.4M
Contributions
Employer$845.2K
Participant$586.8K
Full reported line items
Total assets (EOY)
$14,403,903
Total liabilities (EOY)
$0
Net assets (EOY)
$14,403,903
Employer contributions
$845,173
Participant contributions
$586,816
Total income / additions
$3,091,940
Benefits paid
$1,445,170
Administrative expenses
$56,600
Total expenses
$1,516,964
Net increase / (decrease)
$1,574,976
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $30.6K
  2. 2
    RECORD KEEPER · Direct $25.6K · Indirect $0
  3. 3
    INVESTMENT MGT · Direct $411

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015092751NAL0055363906001 cover?
It is the 2023 Form 5500 filing for Section 403(B) Retirement Plan For Youth Development, Inc., reported by Youth Development, Inc. (EIN 85-0246036).
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