Eya Tax-Sheltered 403(B) Plan — Form 5500 plan (Eckerd Youth 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, Eya Tax-Sheltered 403(B) Plan is a benefit plan reported by Eckerd Youth Alternatives, Inc. under EIN 59-2551416 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,104 participants and $36,304,900 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Eckerd Youth Alternatives, Inc.
- EIN
- 59-2551416
- Plan number
- 004
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 3,104
- End-of-year plan assets
- $36,304,900
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,104 | H, C | 20250429123608NAL0000703808001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,304,900
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,304,900
- Net assets (BOY)
- $29,682,243
Income & contributions
- Employer contributions
- $2,276,883
- Participant contributions
- $4,598,210
- Total contributions
- $8,008,051
- Total income / additions
- $11,999,426
Expenses & distributions
- Benefits paid
- $5,069,031
- Administrative expenses
- $307,738
- Total expenses
- $5,376,769
- Net increase / (decrease)
- $6,622,657
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co | NONE | $190,853 | $0 | 2023 |
| Florida Retirement Consultants | NONE | $135,703 | $0 | 2023 |
| Kestra Advisory Services LLC | NONE | $47,452 | not reported in the loaded dataset | 2023 |
| Variable Annuity Life Insurance Co | NO RELATIONSHIP | $5,466 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Eckerd Youth Alternatives, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- Empower Annuity Ins Co — Schedule C compensation
- Florida Retirement Consultants — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Variable Annuity Life Insurance Co — Schedule C compensation