2023 Form 5500 filing — Fresh Lifelines For Youth, Inc. 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 20250415161534NAL0003554849001) for Fresh Lifelines For Youth, Inc. 403(B) Retirement Plan, reported by Fresh Lifelines For Youth, Inc. under EIN 52-2234595 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250415161534NAL0003554849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fresh Lifelines For Youth, Inc.
- EIN
- 52-2234595
- Plan number
- 001
- Location
- Milpitas, CA
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,666,045
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,666,045
- Participant contributions
- $346,302
- Total income / additions
- $684,163
- Benefits paid
- $254,309
- Administrative expenses
- $500
- Total expenses
- $254,809
- Net increase / (decrease)
- $429,354
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services LLC | RECORDKEEPER | $500 | not reported in the loaded dataset |
| Matrix Financial Solutions, Inc. | NONE | $0 | $0 |