Ywca Metropolitan Chicago 401(K) Plan — Form 5500 plan (Ywca Metropolitan Chicago)
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, Ywca Metropolitan Chicago 401(K) Plan is a benefit plan reported by Ywca Metropolitan Chicago under EIN 36-2179765 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $2,361,193 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ywca Metropolitan Chicago
- EIN
- 36-2179765
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $2,361,193
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20250306093107NAL0016021088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,361,193
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,361,193
- Net assets (BOY)
- $1,558,986
Income & contributions
- Participant contributions
- $641,721
- Total contributions
- $648,932
- Total income / additions
- $953,300
Expenses & distributions
- Benefits paid
- $127,056
- Administrative expenses
- $24,037
- Total expenses
- $151,093
- Net increase / (decrease)
- $802,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North American Ktrade Alliance, LLC | NONE | $12,579 | $95 | 2023 |
| Centric Wealth Management, LLC | INVESTMENT ADVISOR | $5,023 | not reported in the loaded dataset | 2023 |
| Toroso Investments | INVESTMENT ADVISOR | $3,895 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Advisors, LLC | CONTRACT ADMIN | $2,683 | not reported in the loaded dataset | 2023 |
| Mid-Atlantic Trust Company | NONE | $0 | $1,167 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ywca Metropolitan Chicago
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- North American Ktrade Alliance, LLC — Schedule C compensation
- Centric Wealth Management, LLC — Schedule C compensation
- Toroso Investments — Schedule C compensation
- Retirement Solutions Advisors, LLC — Schedule C compensation
- Mid-Atlantic Trust Company — Schedule C compensation