Fresh Lifelines For Youth, Inc. 403(B) Retirement Plan — Form 5500 plan (Fresh Lifelines For Youth, 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, Fresh Lifelines For Youth, Inc. 403(B) Retirement Plan is a benefit plan reported by Fresh Lifelines For Youth, Inc. under EIN 52-2234595 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $2,666,045 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fresh Lifelines For Youth, Inc.
EIN
52-2234595
Plan number
001
Plan type
2
Location
Milpitas, CA
Latest filing year
2023
Participants
154
End-of-year plan assets
$2,666,045

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20250415161534NAL0003554849001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,666,045
Total liabilities (EOY)
$0
Net assets (EOY)
$2,666,045
Net assets (BOY)
$2,236,691

Income & contributions

Participant contributions
$346,302
Total contributions
$347,461
Total income / additions
$684,163

Expenses & distributions

Benefits paid
$254,309
Administrative expenses
$500
Total expenses
$254,809
Net increase / (decrease)
$429,354

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services LLCRECORDKEEPER$500not reported in the loaded dataset2023
Matrix Financial Solutions, Inc.NONE$0$02023

Related Form 5500 pages