Yeo & Yeo Employees, Inc. — 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, Yeo & Yeo Employees, Inc. (EIN 38-3506976) is a plan sponsor located in Saginaw, MI 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
38-3506976
Location
Saginaw, MI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$42,640,700
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$42,640,700

Contributions & income

Employer contributions
$587,356
Participant contributions
$2,018,271
Total income / additions
$8,836,814

Expenses & distributions

Benefits paid / distributions
$1,235,817
Total expenses
$1,316,104
Net increase / (decrease)
$7,520,710

Coverage

Total reported participants
285
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

Yeo & Yeo Employees, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Yeo And Yeo 401(K) Plan002285$42,640,7002023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Yeo & Yeo Employees, Inc.
YearPlanParticipantsSchedulesFiling
2023Yeo And Yeo 401(K) Plan285H, C20240729165540NAL0011263059001

Related Form 5500 pages