2023 Form 5500 filing — The Forum For Youth Investment 403(B) Dc 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 20241015181629NAL0059131954001) for The Forum For Youth Investment 403(B) Dc Plan, reported by The Forum For Youth Investment under EIN 52-2242472 and plan number 003. It reports 124 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)$7MReported net assets$6,951,301
Participants124
Provider compensation$4.6K1 Schedule C row(s)$4,571
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015181629NAL0059131954001
Plan sponsor
The Forum For Youth Investment
EIN
52-2242472
Plan number
003
Location
Washington, DC
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)$7M total assets
Net assets$7MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$674.5K
Benefits paid / distributions$669.6K
Contributions
Employer$85.5K
Participant$261.3K
Full reported line items
Total assets (EOY)
$6,951,301
Total liabilities (EOY)
$0
Net assets (EOY)
$6,951,301
Employer contributions
$85,500
Participant contributions
$261,290
Total income / additions
$1,442,174
Benefits paid
$669,636
Administrative expenses
$4,828
Total expenses
$674,464
Net increase / (decrease)
$767,710
Schedule C

Reported service provider compensation

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

  1. 1
    Tiaa$4.6K
    N/A · Direct $4.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015181629NAL0059131954001 cover?
It is the 2023 Form 5500 filing for The Forum For Youth Investment 403(B) Dc Plan, reported by The Forum For Youth Investment (EIN 52-2242472).
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