Youth Dynamics, Inc. Employer Sponsored Plan — Form 5500 plan (Youth Dynamics, 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, Youth Dynamics, Inc. Employer Sponsored Plan is a benefit plan reported by Youth Dynamics, Inc. under EIN 81-0457323 and plan number 101. The latest loaded filing year is 2023. The filing reports 510 participants and $2,756,742 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.8MPlan net assets, end of year$2,756,742
Participants510Covered participants reported
Assets / participant$5.4KComputed: assets ÷ participants$5,405 (computed)
Provider compensation$15.6K2 Schedule C provider row(s)$15,587
- Plan sponsor
- Youth Dynamics, Inc.
- EIN
- 81-0457323
- Plan number
- 101
- Plan type
- 2
- Location
- Billings, MT
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20250407172709NAL0010323635001 |
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)$2.8M total assets
Net assets$2.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,756,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,756,742
- Net assets (BOY)
- $2,262,411
Income & contributions
- Employer contributions
- $167,046
- Participant contributions
- $268,355
- Total contributions
- $479,003
- Total income / additions
- $915,846
Expenses & distributions
- Benefits paid
- $402,273
- Administrative expenses
- $19,242
- Total expenses
- $421,515
- Net increase / (decrease)
- $494,331
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.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income44%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Allied Investment Advisors LLC | INVESTMENT ADVISOR | $8,468 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $7,119 | $0 | 2023 |