Kenneth Young Center 403(B) Plan — Form 5500 plan (Kenneth Young Center)
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, Kenneth Young Center 403(B) Plan is a benefit plan reported by Kenneth Young Center under EIN 23-7181444 and plan number 001. The latest loaded filing year is 2023. The filing reports 337 participants and $10,907,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kenneth Young Center
- EIN
- 23-7181444
- Plan number
- 001
- Plan type
- 2
- Location
- Elk Grove Village, IL
- Latest filing year
- 2023
- Participants
- 337
- End-of-year plan assets
- $10,907,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 337 | H, C | 20240909070654NAL0005175825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,907,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,907,156
- Net assets (BOY)
- $8,319,751
Income & contributions
- Employer contributions
- $166,859
- Participant contributions
- $897,843
- Total contributions
- $1,169,619
- Total income / additions
- $2,842,928
Expenses & distributions
- Benefits paid
- $202,094
- Administrative expenses
- $53,429
- Total expenses
- $255,523
- Net increase / (decrease)
- $2,587,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Services | NONE | $35,635 | not reported in the loaded dataset | 2023 |
| Triad Advisors | NONE | $16,413 | not reported in the loaded dataset | 2023 |