2023 Form 5500 filing — St Charles Youth & Family Services, Inc. Pension 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 20241010084734NAL0019822513001) for St Charles Youth & Family Services, Inc. Pension Plan, reported by St. Charles Youth & Family Services, Inc. under EIN 39-0914040 and plan number 002. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010084734NAL0019822513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Charles Youth & Family Services, Inc.
- EIN
- 39-0914040
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,162,071
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,162,071
- Employer contributions
- $452,584
- Total income / additions
- $1,479,947
- Benefits paid
- $244,441
- Administrative expenses
- $93,813
- Total expenses
- $338,254
- Net increase / (decrease)
- $1,141,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Johnson Bank | NONE | $64,911 | $0 |