Laraway Youth & Family Services 401(K) Plan — Form 5500 plan (Laraway Youth & Family Services)

Plain-English plan 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, Laraway Youth & Family Services 401(K) Plan is a benefit plan reported by Laraway Youth & Family Services under EIN 03-0276110 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $2,054,941 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Laraway Youth & Family Services
EIN
03-0276110
Plan number
001
Plan type
2
Location
Johnson, VT
Latest filing year
2023
Participants
153
End-of-year plan assets
$2,054,941

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20250114112722NAL0019760945001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,054,941
Net assets (EOY)
$2,054,941
Net assets (BOY)
$1,767,662

Income & contributions

Employer contributions
$84,171
Participant contributions
$103,497
Total contributions
$187,668
Total income / additions
$403,479

Expenses & distributions

Benefits paid
$111,218
Administrative expenses
$4,982
Total expenses
$116,200
Net increase / (decrease)
$287,279

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Retirement Solutions LLCINVESTMENT ADVISORY$10,827$02023
NationwideINVESTMENT ADVISORYnot reported in the loaded dataset$9,1622023
NationwideINVESTMENT COMPANY$8,803$02023
Equity Services Inc.INVESTMENT ADVISORY$0$8,3432023
NationwideINVESTMENT ADVISORY$0$2,5792023

Related Form 5500 pages