2023 Form 5500 filing — Boys & Girls Clubs Of The Valley, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240916124807NAL0003908626001) for Boys & Girls Clubs Of The Valley, Inc. Retirement Plan, reported by Boys & Girls Clubs Of The Valley, Inc. under EIN 86-0550646 and plan number 003. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916124807NAL0003908626001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Boys & Girls Clubs Of The Valley, Inc.
- EIN
- 86-0550646
- Plan number
- 003
- Location
- Phoenix, AZ
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,827,245
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,827,245
- Employer contributions
- $397,149
- Total income / additions
- $1,132,643
- Benefits paid
- $957,903
- Administrative expenses
- $27,716
- Total expenses
- $985,619
- Net increase / (decrease)
- $147,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wespac Advisors, LLC | NONE | $17,774 | not reported in the loaded dataset |
| Wespac Plan Services, LLC | NONE | $9,942 | not reported in the loaded dataset |