2023 Form 5500 filing — Yazoo Mills, Inc. Cash Or Deferred 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 20240826145714NAL0019650354001) for Yazoo Mills, Inc. Cash Or Deferred Profit Sharing Plan, reported by Yazoo Mills, Inc. under EIN 23-1238355 and plan number 001. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826145714NAL0019650354001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yazoo Mills, Inc.
- EIN
- 23-1238355
- Plan number
- 001
- Location
- New Oxford, PA
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,064,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,064,857
- Employer contributions
- $153,684
- Participant contributions
- $699,515
- Total income / additions
- $2,512,437
- Benefits paid
- $161,579
- Administrative expenses
- $48,338
- Total expenses
- $209,917
- Net increase / (decrease)
- $2,302,520
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,108 | $0 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $19,762 | not reported in the loaded dataset |
| Lpl Financial | INVESTMENT ADVISOR | $3,995 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $473 | not reported in the loaded dataset |