2023 Form 5500 filing — Community Youth Services 403(B) 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 20250328062915NAL0001349760001) for Community Youth Services 403(B) Retirement Plan, reported by Community Youth Services under EIN 91-0859922 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250328062915NAL0001349760001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Youth Services
- EIN
- 91-0859922
- Plan number
- 001
- Location
- Olympia, WA
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,355,015
- Net assets (EOY)
- $5,355,015
- Employer contributions
- $254,093
- Participant contributions
- $208,907
- Total income / additions
- $1,387,458
- Benefits paid
- $371,174
- Administrative expenses
- $21,471
- Total expenses
- $392,645
- Net increase / (decrease)
- $994,813
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kiley Juergens Wealth Management, L | INVESTMENT ADVISOR | $18,210 | $0 |
| Definiti, LLC | CONTRACT ADMIN | $3,750 | $0 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $750 | $0 |