St Charles Youth & Family Services, Inc. Pension 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. Pension Plan is a benefit plan reported by St. Charles Youth & Family Services, Inc. under EIN 39-0914040 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $7,162,071 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
002
Plan type
2
Location
Milwaukee, WI
Latest filing year
2023
Participants
237
End-of-year plan assets
$7,162,071

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20241010084734NAL0019822513001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,162,071
Total liabilities (EOY)
$0
Net assets (EOY)
$7,162,071
Net assets (BOY)
$6,020,378

Income & contributions

Employer contributions
$452,584
Total contributions
$452,584
Total income / additions
$1,479,947

Expenses & distributions

Benefits paid
$244,441
Administrative expenses
$93,813
Total expenses
$338,254
Net increase / (decrease)
$1,141,693

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Johnson BankNONE$64,911$02023

Related Form 5500 pages