Stanford Sierra Youth & Families 403b Plan — Form 5500 plan (Stanford Youth Solutions)
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, Stanford Sierra Youth & Families 403b Plan is a benefit plan reported by Stanford Youth Solutions under EIN 68-0065690 and plan number 001. The latest loaded filing year is 2023. The filing reports 338 participants and $7,788,387 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stanford Youth Solutions
- EIN
- 68-0065690
- Plan number
- 001
- Plan type
- 2
- Location
- Sacramento, CA
- Latest filing year
- 2023
- Participants
- 338
- End-of-year plan assets
- $7,788,387
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 338 | H, C | 20250415142202NAL0003429873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,788,387
- Total liabilities (EOY)
- $17
- Net assets (EOY)
- $7,788,370
- Net assets (BOY)
- $6,158,650
Income & contributions
- Employer contributions
- $444,509
- Participant contributions
- $807,215
- Total contributions
- $1,263,022
- Total income / additions
- $2,258,538
Expenses & distributions
- Benefits paid
- $591,323
- Administrative expenses
- $37,495
- Total expenses
- $628,818
- Net increase / (decrease)
- $1,629,720
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $32,874 | $0 | 2023 |