Plan5500

Bbyo 403(B) Plan — Form 5500 plan (Bnai Brith Youth Organization, 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, Bbyo 403(B) Plan is a benefit plan reported by Bnai Brith Youth Organization, Inc. under EIN 31-1794932 and plan number 002. The latest loaded filing year is 2023. The filing reports 227 participants and $14,311,189 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bnai Brith Youth Organization, Inc.
EIN
31-1794932
Plan number
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
227
End-of-year plan assets
$14,311,189

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023227H, C20240916164342NAL0000742083001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,311,189
Total liabilities (EOY)
$0
Net assets (EOY)
$14,311,189
Net assets (BOY)
$10,731,212

Income & contributions

Employer contributions
$469,911
Participant contributions
$864,745
Total contributions
$1,829,630
Total income / additions
$4,003,669

Expenses & distributions

Benefits paid
$363,233
Administrative expenses
$60,459
Total expenses
$423,692
Net increase / (decrease)
$3,579,977

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Professional Capital Services LLCCONTRACT ADMINISTRATOR$34,561not reported in the loaded dataset2023
Mv Capital Management Inc.INVESTMENT ADVISORY$25,898not reported in the loaded dataset2023

Related Form 5500 pages