2023 Form 5500 filing — New Directions Youth And Family Services 401(K) Profit Sharing Plan & Trust
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 20241004134834NAL0011484305001) for New Directions Youth And Family Services 401(K) Profit Sharing Plan & Trust, reported by New Directions Youth And Family Services, Inc. under EIN 16-0743220 and plan number 001. It reports 664 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004134834NAL0011484305001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Directions Youth And Family Services, Inc.
- EIN
- 16-0743220
- Plan number
- 001
- Location
- Lockport, NY
- Participants
- 664
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,142,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,142,053
- Employer contributions
- $174,151
- Participant contributions
- $730,006
- Total income / additions
- $2,820,539
- Benefits paid
- $667,222
- Administrative expenses
- $30,679
- Total expenses
- $698,114
- Net increase / (decrease)
- $2,122,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Burke Group | NONE | $30,679 | not reported in the loaded dataset |
| Alesco Advisors LLC | NONE | $0 | $0 |