New Directions Youth And Family Services 401(K) Profit Sharing Plan & Trust — Form 5500 plan (New Directions Youth And Family Services, Inc.)

Plain-English plan 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, New Directions Youth And Family Services 401(K) Profit Sharing Plan & Trust is a benefit plan reported by New Directions Youth And Family Services, Inc. under EIN 16-0743220 and plan number 001. The latest loaded filing year is 2023. The filing reports 664 participants and $14,142,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Directions Youth And Family Services, Inc.
EIN
16-0743220
Plan number
001
Plan type
2
Location
Lockport, NY
Latest filing year
2023
Participants
664
End-of-year plan assets
$14,142,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023664H, C20241004134834NAL0011484305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,142,053
Total liabilities (EOY)
$0
Net assets (EOY)
$14,142,053
Net assets (BOY)
$12,019,628

Income & contributions

Employer contributions
$174,151
Participant contributions
$730,006
Total contributions
$931,861
Total income / additions
$2,820,539

Expenses & distributions

Benefits paid
$667,222
Administrative expenses
$30,679
Total expenses
$698,114
Net increase / (decrease)
$2,122,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Burke GroupNONE$30,679not reported in the loaded dataset2023
Alesco Advisors LLCNONE$0$02023

Related Form 5500 pages