2023 Form 5500 filing — Bbyo 403(B) 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 20240916164342NAL0000742083001) for Bbyo 403(B) Plan, reported by Bnai Brith Youth Organization, Inc. under EIN 31-1794932 and plan number 002. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916164342NAL0000742083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bnai Brith Youth Organization, Inc.
- EIN
- 31-1794932
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,311,189
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,311,189
- Employer contributions
- $469,911
- Participant contributions
- $864,745
- Total income / additions
- $4,003,669
- Benefits paid
- $363,233
- Administrative expenses
- $60,459
- Total expenses
- $423,692
- Net increase / (decrease)
- $3,579,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Capital Services LLC | CONTRACT ADMINISTRATOR | $34,561 | not reported in the loaded dataset |
| Mv Capital Management Inc. | INVESTMENT ADVISORY | $25,898 | not reported in the loaded dataset |