Plan5500

403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp — Form 5500 plan (Sga Youth & Family Services, N)

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, 403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp is a benefit plan reported by Sga Youth & Family Services, N under EIN 36-2167916 and plan number 003. The latest loaded filing year is 2023. The filing reports 873 participants and $5,388,119 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.4MPlan net assets, end of year$5,388,119
Participants873Covered participants reported
Assets / participant$6.2KComputed: assets ÷ participants$6,172 (computed)
Provider compensation$2.8K1 Schedule C provider row(s)$2,845
Plan sponsor
Sga Youth & Family Services, N
EIN
36-2167916
Plan number
003
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    873 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$380.9K
Participant$228.5K
Full reported line items

Net assets

Total assets (EOY)
$5,388,119
Total liabilities (EOY)
$0
Net assets (EOY)
$5,388,119
Net assets (BOY)
$5,395,147

Income & contributions

Employer contributions
$380,869
Participant contributions
$228,540
Total contributions
$635,737
Total income / additions
$1,383,592

Expenses & distributions

Benefits paid
$1,387,764
Administrative expenses
$2,856
Total expenses
$1,390,620
Net increase / (decrease)
-$7,028
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 62%Participant 38%
Total expenses ÷ net assets26%Computed ratio
Benefits paid ÷ total income100%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Mutual Of America Investment Corp$2.8K
    INSURANCE CARRIER · Direct $2.8K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the 403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp?
403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp is reported as sponsored by Sga Youth & Family Services, N (EIN 36-2167916, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for 403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp?
The latest Form 5500 filing year loaded for 403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp is 2023.
How many participants does 403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp report?
403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp reports 873 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for 403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp?
403(B) Thrift Plan For Employees Of Sga Youth & Family Services, Nfp reports $5,388,119 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages