2023 Form 5500 filing — York Solutions 401(K) Profit Sharing 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 20240807135104NAL0003734513001) for York Solutions 401(K) Profit Sharing Plan, reported by York Enterprise Solutions, Inc under EIN 36-4039195 and plan number 001. It reports 569 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807135104NAL0003734513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- York Enterprise Solutions, Inc
- EIN
- 36-4039195
- Plan number
- 001
- Location
- Westchester, IL
- Participants
- 569
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,300,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,300,029
- Employer contributions
- $737,120
- Participant contributions
- $2,356,845
- Total income / additions
- $5,014,015
- Benefits paid
- $1,308,960
- Administrative expenses
- $69,223
- Total expenses
- $1,378,183
- Net increase / (decrease)
- $3,635,832
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors Corp. | INVESTMENT ADVISOR | $20,597 | not reported in the loaded dataset |
| Pollard & Associates | TPA | $15,395 | not reported in the loaded dataset |
| Eide Bailly Llp | AUDITOR | $8,140 | not reported in the loaded dataset |
| Blue Ridge Esop Associates | NONE | $2,641 | not reported in the loaded dataset |