Boys & Girls Clubs Of The Valley, Inc. Retirement Plan — Form 5500 plan (Boys & Girls Clubs Of The Valley, 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, Boys & Girls Clubs Of The Valley, Inc. Retirement Plan is a benefit plan reported by Boys & Girls Clubs Of The Valley, Inc. under EIN 86-0550646 and plan number 003. The latest loaded filing year is 2023. The filing reports 310 participants and $4,827,245 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Boys & Girls Clubs Of The Valley, Inc.
EIN
86-0550646
Plan number
003
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
310
End-of-year plan assets
$4,827,245

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20240916124807NAL0003908626001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,827,245
Total liabilities (EOY)
$0
Net assets (EOY)
$4,827,245
Net assets (BOY)
$4,680,221

Income & contributions

Employer contributions
$397,149
Total contributions
$397,149
Total income / additions
$1,132,643

Expenses & distributions

Benefits paid
$957,903
Administrative expenses
$27,716
Total expenses
$985,619
Net increase / (decrease)
$147,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wespac Advisors, LLCNONE$17,774not reported in the loaded dataset2023
Wespac Plan Services, LLCNONE$9,942not reported in the loaded dataset2023

Related Form 5500 pages