National Youth Advocate Program 401(K) Plan — Form 5500 plan (National Youth Advocate Program)
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, National Youth Advocate Program 401(K) Plan is a benefit plan reported by National Youth Advocate Program under EIN 34-1404302 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,857 participants and $20,137,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- National Youth Advocate Program
- EIN
- 34-1404302
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 1,857
- End-of-year plan assets
- $20,137,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,857 | H, C | 20241007132445NAL0015233489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,137,559
- Net assets (EOY)
- $20,137,559
- Net assets (BOY)
- $15,482,447
Income & contributions
- Employer contributions
- $1,119,836
- Participant contributions
- $1,952,718
- Total contributions
- $3,569,699
- Total income / additions
- $6,283,267
Expenses & distributions
- Benefits paid
- $1,470,190
- Administrative expenses
- $117,840
- Total expenses
- $1,628,155
- Net increase / (decrease)
- $4,655,112
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schneider Downs Ret. Solutions | RECORDKEEPER | $67,489 | not reported in the loaded dataset | 2023 |
| Schneider Downs Wealth Mgmt Adv | INVESTMENT ADVISOR | $42,074 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | PLAN CUSTODIAN/TRUSTEE | $8,677 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for National Youth Advocate Program
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Schneider Downs Ret. Solutions — Schedule C compensation
- Schneider Downs Wealth Mgmt Adv — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation