2023 Form 5500 filing — W. B. Young Co., Inc. Employee Stock Ownership 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 20240807120539NAL0003503937001) for W. B. Young Co., Inc. Employee Stock Ownership Plan, reported by W. B. Young Co., Inc. under EIN 44-0647021 and plan number 002. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240807120539NAL0003503937001
Filing year
2023
Form type
2
Plan sponsor
W. B. Young Co., Inc.
EIN
44-0647021
Plan number
002
Location
Marshall, MO
Participants
22
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,548,590
Total liabilities (EOY)
$71,243
Net assets (EOY)
$3,477,347
Employer contributions
$49,826
Total income / additions
-$178,495
Benefits paid
$40,930
Total expenses
$42,808
Net increase / (decrease)
-$221,303
Schedule source
Schedule I

Related Form 5500 pages