Original filing (PDF)20251015104437NAL0009147954001

HUGH O'BRIAN YOUTH FOUNDATION

Name: HUGH O'BRIAN YOUTH FOUNDATION — HUGH O'BRIAN YOUTH LEADERSHIP 403(B) PLAN, Form 5500 (2024)
Creator: HUGH O'BRIAN YOUTH FOUNDATION

Form 5500-SF

FILING_RECEIVED

HUGH O'BRIAN YOUTH LEADERSHIP 403(B) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HUGH O'BRIAN YOUTH FOUNDATION.

Plan sponsor

Name

HUGH O'BRIAN YOUTH FOUNDATION

EIN

95-6082886

Address

502 E MAIN STREET · LAKELAND, FL · 33801

Phone

(818) 851-3980

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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