2023 Form 5500 filing — Youth Dynamics, Inc. Employer Sponsored 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 20250407172709NAL0010323635001) for Youth Dynamics, Inc. Employer Sponsored Plan, reported by Youth Dynamics, Inc. under EIN 81-0457323 and plan number 101. It reports 510 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)$2.8MReported net assets$2,756,742
Participants510
Provider compensation$15.6K2 Schedule C row(s)$15,587
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250407172709NAL0010323635001
- Plan sponsor
- Youth Dynamics, Inc.
- EIN
- 81-0457323
- Plan number
- 101
- Location
- Billings, MT
- Received date
- not reported in the loaded dataset
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,756,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,756,742
- Employer contributions
- $167,046
- Participant contributions
- $268,355
- Total income / additions
- $915,846
- Benefits paid
- $402,273
- Administrative expenses
- $19,242
- Total expenses
- $421,515
- Net increase / (decrease)
- $494,331
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allied Investment Advisors LLC | INVESTMENT ADVISOR | $8,468 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,119 | $0 |