Community Youth Services 403(B) Retirement Plan — Form 5500 plan (Community Youth Services)
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, Community Youth Services 403(B) Retirement Plan is a benefit plan reported by Community Youth Services under EIN 91-0859922 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $5,355,015 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Community Youth Services
- EIN
- 91-0859922
- Plan number
- 001
- Plan type
- 2
- Location
- Olympia, WA
- Latest filing year
- 2023
- Participants
- 361
- End-of-year plan assets
- $5,355,015
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 361 | H, C | 20250328062915NAL0001349760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,355,015
- Net assets (EOY)
- $5,355,015
- Net assets (BOY)
- $4,360,202
Income & contributions
- Employer contributions
- $254,093
- Participant contributions
- $208,907
- Total contributions
- $475,209
- Total income / additions
- $1,387,458
Expenses & distributions
- Benefits paid
- $371,174
- Administrative expenses
- $21,471
- Total expenses
- $392,645
- Net increase / (decrease)
- $994,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kiley Juergens Wealth Management, L | INVESTMENT ADVISOR | $18,210 | $0 | 2023 |
| Definiti, LLC | CONTRACT ADMIN | $3,750 | $0 | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $750 | $0 | 2023 |