St. Charles Youth & Family Services, Inc. 403(B) Plan — Form 5500 plan (St Charles Youth & Family Services Inc)

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, St. Charles Youth & Family Services, Inc. 403(B) Plan is a benefit plan reported by St Charles Youth & Family Services Inc under EIN 39-0914040 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $2,667,087 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
St Charles Youth & Family Services Inc
EIN
39-0914040
Plan number
001
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
293
End-of-year plan assets
$2,667,087

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023293H, C20241010114946NAL0011435075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,667,087
Total liabilities (EOY)
$0
Net assets (EOY)
$2,667,087
Net assets (BOY)
$2,294,322

Income & contributions

Participant contributions
$278,125
Total contributions
$359,590
Total income / additions
$784,728

Expenses & distributions

Benefits paid
$368,939
Administrative expenses
$43,024
Total expenses
$411,963
Net increase / (decrease)
$372,765

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Johnson BankNONE$43,019$02023

Related Form 5500 pages