Yale Appliance — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Yale Appliance (EIN 04-2457546) is a plan sponsor located in Norton, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
04-2457546
Location
Norton, MA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,098,706
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,098,706

Contributions & income

Employer contributions
$678,509
Participant contributions
$1,329,161
Total income / additions
$4,749,357

Expenses & distributions

Benefits paid / distributions
$910,913
Total expenses
$961,765
Net increase / (decrease)
$3,787,592

Coverage

Total reported participants
461
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Yale Appliance plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Yale Appliance 401(K) Profit Sharing Plan And Trust001250$19,098,7062023
Yale Appliance And Lighting Employee Benefits Plan504211not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Yale Appliance
YearPlanParticipantsSchedulesFiling
2023Yale Appliance And Lighting Employee Benefits Plan21120240515071512NAL0021517619001
2023Yale Appliance 401(K) Profit Sharing Plan And Trust250H, C20240927054439NAL0000900019001

Related Form 5500 pages