2023 Form 5500 filing — Youth Consultation Service Tax Sheltered Annuity 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 20241015101846NAL0016131763001) for Youth Consultation Service Tax Sheltered Annuity Plan, reported by Youth Consultation Service under EIN 22-1487560 and plan number 002. It reports 1,396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015101846NAL0016131763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Youth Consultation Service
- EIN
- 22-1487560
- Plan number
- 002
- Location
- Newark, NJ
- Participants
- 1,396
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,235,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,235,869
- Participant contributions
- $879,558
- Total income / additions
- $6,198,168
- Benefits paid
- $3,457,242
- Administrative expenses
- $46,905
- Total expenses
- $3,504,147
- Net increase / (decrease)
- $2,694,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | NONE | $33,385 | $0 |
| Newport Retirement Services, Inc. | NONE | $13,235 | not reported in the loaded dataset |