Western Youth Services 403(B) Retirement Savings And Incentive Plan — Form 5500 plan (Western 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, Western Youth Services 403(B) Retirement Savings And Incentive Plan is a benefit plan reported by Western Youth Services under EIN 95-3407054 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $12,475,973 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Youth Services
- EIN
- 95-3407054
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Hills, CA
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $12,475,973
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20250206105419NAL0019699312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,475,973
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,475,973
- Net assets (BOY)
- $11,606,403
Income & contributions
- Employer contributions
- $323,670
- Participant contributions
- $777,405
- Total contributions
- $1,137,324
- Total income / additions
- $2,558,020
Expenses & distributions
- Benefits paid
- $1,636,572
- Administrative expenses
- $50,129
- Total expenses
- $1,688,450
- Net increase / (decrease)
- $869,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Variable Annuity Life Insurance Co | NONE | $50,129 | $0 | 2023 |