2023 Form 5500 filing — Youth And Family Alternatives, Inc. Defined Contribution Retirement 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 20241206095627NAL0006170273001) for Youth And Family Alternatives, Inc. Defined Contribution Retirement Plan, reported by Youth And Family Alternatives, Inc. under EIN 59-1545990 and plan number 001. It reports 538 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241206095627NAL0006170273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Youth And Family Alternatives, Inc.
- EIN
- 59-1545990
- Plan number
- 001
- Location
- New Port Richey, FL
- Participants
- 538
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,403,321
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,403,321
- Employer contributions
- $139,319
- Participant contributions
- $294,967
- Total income / additions
- $735,657
- Benefits paid
- $272,941
- Administrative expenses
- $44,399
- Total expenses
- $317,340
- Net increase / (decrease)
- $418,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co. | CONTRACT ADMINISTRATOR | $38,362 | $0 |
| R.J.L. Pension Services, Inc. | THIRD PARTY ADMIN. | $5,386 | $949 |