2023 Form 5500 filing — Diocese Of Youngstown Retirement Income 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 20250414134412NAL0003181328001) for Diocese Of Youngstown Retirement Income Plan, reported by Diocese Of Youngstown under EIN 34-0714655 and plan number 001. It reports 1,414 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414134412NAL0003181328001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Diocese Of Youngstown
- EIN
- 34-0714655
- Plan number
- 001
- Location
- Youngstown, OH
- Participants
- 1,414
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,303,530
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,303,530
- Total income / additions
- $3,408,510
- Benefits paid
- $5,944,081
- Administrative expenses
- $312,318
- Total expenses
- $6,256,399
- Net increase / (decrease)
- -$2,847,889
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $127,198 | not reported in the loaded dataset |
| Bricker Graydon Llp | NONE | $19,715 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $16,661 | $0 |
| Maloney + Novotny LLC | NONE | $13,000 | not reported in the loaded dataset |