W. B. Young Co., 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, W. B. Young Co., Inc. (EIN 44-0647021) is a plan sponsor located in Marshall, MO 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
44-0647021
Location
Marshall, MO
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$3,548,590
Total reported liabilities (EOY)
$71,243
Total reported net assets (EOY)
$3,477,347

Contributions & income

Employer contributions
$49,826
Total income / additions
-$178,495

Expenses & distributions

Benefits paid / distributions
$40,930
Total expenses
$42,808
Net increase / (decrease)
-$221,303

Coverage

Total reported participants
22
Plans with financial statements
1
Plans with provider compensation
0

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

W. B. Young Co., Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
W. B. Young Co., Inc. Employee Stock Ownership Plan00222$3,548,5902023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for W. B. Young Co., Inc.
YearPlanParticipantsSchedulesFiling
2023W. B. Young Co., Inc. Employee Stock Ownership Plan22I20240807120539NAL0003503937001

Related Form 5500 pages