Youth Consultation Service Tax Sheltered Annuity Plan — Form 5500 plan (Youth Consultation Service)

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, Youth Consultation Service Tax Sheltered Annuity Plan is a benefit plan reported by Youth Consultation Service under EIN 22-1487560 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,396 participants and $31,235,869 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Youth Consultation Service
EIN
22-1487560
Plan number
002
Plan type
2
Location
Newark, NJ
Latest filing year
2023
Participants
1,396
End-of-year plan assets
$31,235,869

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,396H, C20241015101846NAL0016131763001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$31,235,869
Total liabilities (EOY)
$0
Net assets (EOY)
$31,235,869
Net assets (BOY)
$28,541,848

Income & contributions

Participant contributions
$879,558
Total contributions
$1,214,121
Total income / additions
$6,198,168

Expenses & distributions

Benefits paid
$3,457,242
Administrative expenses
$46,905
Total expenses
$3,504,147
Net increase / (decrease)
$2,694,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyNONE$33,385$02023
Newport Retirement Services, Inc.NONE$13,235not reported in the loaded dataset2023

Related Form 5500 pages