2023 Form 5500 filing — Yeo And Yeo 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729165540NAL0011263059001) for Yeo And Yeo 401(K) Plan, reported by Yeo & Yeo Employees, Inc. under EIN 38-3506976 and plan number 002. It reports 285 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729165540NAL0011263059001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yeo & Yeo Employees, Inc.
- EIN
- 38-3506976
- Plan number
- 002
- Location
- Saginaw, MI
- Participants
- 285
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,640,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,640,700
- Employer contributions
- $587,356
- Participant contributions
- $2,018,271
- Total income / additions
- $8,836,814
- Benefits paid
- $1,235,817
- Administrative expenses
- $80,287
- Total expenses
- $1,316,104
- Net increase / (decrease)
- $7,520,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avantax Retirement Plan Services | N/A | $80,287 | not reported in the loaded dataset |