You Need A Budget — Form 5500 plan (You Need A Budget LLC)
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, You Need A Budget is a benefit plan reported by You Need A Budget LLC under EIN 47-2847611 and plan number 501. The latest loaded filing year is 2023. The filing reports 134 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- You Need A Budget LLC
- EIN
- 47-2847611
- Plan number
- 501
- Plan type
- 2
- Location
- Lehi, UT
- 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.
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023No schedulesView filing →
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.
Frequently asked questions
- Who sponsors the You Need A Budget?
- You Need A Budget is reported as sponsored by You Need A Budget LLC (EIN 47-2847611, plan number 501) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for You Need A Budget?
- The latest Form 5500 filing year loaded for You Need A Budget is 2023.
- How many participants does You Need A Budget report?
- You Need A Budget reports 134 participants in its latest loaded Form 5500 filing.
- What are the reported plan assets for You Need A Budget?
- End-of-year plan assets for You Need A Budget are not reported in the loaded dataset.
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.