2023 Form 5500 filing — The Yaffe Companies, Incorporated 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 20240929092644NAL0004570641001) for The Yaffe Companies, Incorporated Employee Stock Ownership Plan, reported by The Yaffe Companies, Incorporated under EIN 73-0723136 and plan number 004. It reports 502 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240929092644NAL0004570641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Yaffe Companies, Incorporated
- EIN
- 73-0723136
- Plan number
- 004
- Location
- Muskogee, OK
- Participants
- 502
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,802,752
- Total liabilities (EOY)
- $72,808
- Net assets (EOY)
- $46,729,944
- Employer contributions
- $1,000,000
- Total income / additions
- -$1,093,185
- Benefits paid
- $3,933,508
- Administrative expenses
- $81
- Total expenses
- $3,933,589
- Net increase / (decrease)
- -$5,026,774
- Schedule source
- Schedule H