Youable Emotional Health 401(K) Plan — Form 5500 plan (Youable Emotional Health)
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, Youable Emotional Health 401(K) Plan is a benefit plan reported by Youable Emotional Health under EIN 41-0962511 and plan number 002. The latest loaded filing year is 2023. The filing reports 291 participants and $4,230,281 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Youable Emotional Health
- EIN
- 41-0962511
- Plan number
- 002
- Plan type
- 2
- Location
- Richfield, MN
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $4,230,281
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241009140732NAL0009295507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,230,281
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,230,281
- Net assets (BOY)
- $3,839,647
Income & contributions
- Employer contributions
- $108,571
- Participant contributions
- $198,029
- Total contributions
- $306,600
- Total income / additions
- $1,027,297
Expenses & distributions
- Benefits paid
- $596,107
- Administrative expenses
- $39,381
- Total expenses
- $636,663
- Net increase / (decrease)
- $390,634
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,274 | $0 | 2023 |
| Bremer Bank National Association | TRUSTEE | $14,107 | not reported in the loaded dataset | 2023 |