C.C. Young Retirement Plan — Form 5500 plan (C.C. Young Memorial Home)
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, C.C. Young Retirement Plan is a benefit plan reported by C.C. Young Memorial Home under EIN 75-0800694 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $4,106,638 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.C. Young Memorial Home
- EIN
- 75-0800694
- Plan number
- 001
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $4,106,638
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241015183723NAL0057705250003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,106,638
- Net assets (EOY)
- $4,106,638
- Net assets (BOY)
- $2,924,149
Income & contributions
- Employer contributions
- $177,206
- Participant contributions
- $509,530
- Total contributions
- $847,192
- Total income / additions
- $1,346,696
Expenses & distributions
- Benefits paid
- $163,347
- Administrative expenses
- $860
- Total expenses
- $164,207
- Net increase / (decrease)
- $1,182,489
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Geneos Wealth Management Inc | OTHER SERVICES | $0 | $15,807 | 2023 |