2023 Form 5500 filing — Stanford Sierra Youth & Families 403b 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 20250415142202NAL0003429873001) for Stanford Sierra Youth & Families 403b Plan, reported by Stanford Youth Solutions under EIN 68-0065690 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415142202NAL0003429873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stanford Youth Solutions
- EIN
- 68-0065690
- Plan number
- 001
- Location
- Sacramento, CA
- Participants
- 338
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,788,387
- Total liabilities (EOY)
- $17
- Net assets (EOY)
- $7,788,370
- Employer contributions
- $444,509
- Participant contributions
- $807,215
- Total income / additions
- $2,258,538
- Benefits paid
- $591,323
- Administrative expenses
- $37,495
- Total expenses
- $628,818
- Net increase / (decrease)
- $1,629,720
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $32,874 | $0 |