2023 Form 5500 filing — Your Retirement Savings 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 20240916134737NAL0002909056001) for Your Retirement Savings Plan, reported by Your Retirement Savings Plan Company under EIN 46-5355556 and plan number 001. It reports 8,041 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916134737NAL0002909056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Your Retirement Savings Plan Company
- EIN
- 46-5355556
- Plan number
- 001
- Location
- Columbia, MS
- Participants
- 8,041
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,288,918
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $173,288,918
- Employer contributions
- $5,885,904
- Participant contributions
- $17,089,605
- Total income / additions
- $59,223,709
- Benefits paid
- $14,788,050
- Administrative expenses
- $537,006
- Total expenses
- $16,071,517
- Net increase / (decrease)
- $43,152,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Regions Bank | ADVISOR | $274,265 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $176,422 | $0 |
| Nicholson & Company, Pllc | ACCOUNTANT/AUDITOR | $86,650 | not reported in the loaded dataset |