2023 Form 5500 filing — Yes Management, LLC 401k 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 20240930105610NAL0003180291004) for Yes Management, LLC 401k Plan, reported by Yes Management, LLC under EIN 26-1286379 and plan number 001. It reports 1,863 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930105610NAL0003180291004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yes Management, LLC
- EIN
- 26-1286379
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 1,863
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,786,142
- Net assets (EOY)
- $28,786,142
- Employer contributions
- $1,838,076
- Participant contributions
- $3,215,881
- Total income / additions
- $9,576,038
- Benefits paid
- $2,859,988
- Administrative expenses
- $97,569
- Total expenses
- $2,957,557
- Net increase / (decrease)
- $6,618,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $42,430 | $0 |
| Rpw Solutions LLC | THIRD PARTY ADMINISTRATOR | $40,312 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $16,593 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 |