Youth And Family Alternatives, Inc. Defined Contribution Retirement Plan — Form 5500 plan (Youth And Family Alternatives, 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, Youth And Family Alternatives, Inc. Defined Contribution Retirement Plan is a benefit plan reported by Youth And Family Alternatives, Inc. under EIN 59-1545990 and plan number 001. The latest loaded filing year is 2023. The filing reports 538 participants and $5,403,321 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Youth And Family Alternatives, Inc.
EIN
59-1545990
Plan number
001
Plan type
2
Location
New Port Richey, FL
Latest filing year
2023
Participants
538
End-of-year plan assets
$5,403,321

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023538H, C20241206095627NAL0006170273001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,403,321
Total liabilities (EOY)
$0
Net assets (EOY)
$5,403,321
Net assets (BOY)
$4,985,004

Income & contributions

Employer contributions
$139,319
Participant contributions
$294,967
Total contributions
$461,171
Total income / additions
$735,657

Expenses & distributions

Benefits paid
$272,941
Administrative expenses
$44,399
Total expenses
$317,340
Net increase / (decrease)
$418,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance Co.CONTRACT ADMINISTRATOR$38,362$02023
R.J.L. Pension Services, Inc.THIRD PARTY ADMIN.$5,386$9492023

Related Form 5500 pages