2023 Form 5500 filing — Ywca Metropolitan Chicago 401(K) 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 20250306093107NAL0016021088001) for Ywca Metropolitan Chicago 401(K) Plan, reported by Ywca Metropolitan Chicago under EIN 36-2179765 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250306093107NAL0016021088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ywca Metropolitan Chicago
- EIN
- 36-2179765
- Plan number
- 001
- Location
- Chicago, IL
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,361,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,361,193
- Participant contributions
- $641,721
- Total income / additions
- $953,300
- Benefits paid
- $127,056
- Administrative expenses
- $24,037
- Total expenses
- $151,093
- Net increase / (decrease)
- $802,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North American Ktrade Alliance, LLC | NONE | $12,579 | $95 |
| Centric Wealth Management, LLC | INVESTMENT ADVISOR | $5,023 | not reported in the loaded dataset |
| Toroso Investments | INVESTMENT ADVISOR | $3,895 | not reported in the loaded dataset |
| Retirement Solutions Advisors, LLC | CONTRACT ADMIN | $2,683 | not reported in the loaded dataset |
| Mid-Atlantic Trust Company | NONE | $0 | $1,167 |