2023 Form 5500 filing — Western Youth Services 403(B) Retirement Savings And Incentive 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 20250206105419NAL0019699312001) for Western Youth Services 403(B) Retirement Savings And Incentive Plan, reported by Western Youth Services under EIN 95-3407054 and plan number 001. It reports 375 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250206105419NAL0019699312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Youth Services
- EIN
- 95-3407054
- Plan number
- 001
- Location
- Laguna Hills, CA
- Participants
- 375
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,475,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,475,973
- Employer contributions
- $323,670
- Participant contributions
- $777,405
- Total income / additions
- $2,558,020
- Benefits paid
- $1,636,572
- Administrative expenses
- $50,129
- Total expenses
- $1,688,450
- Net increase / (decrease)
- $869,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Variable Annuity Life Insurance Co | NONE | $50,129 | $0 |