2023 Form 5500 filing — The Yahnis Company 401(K) 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 20241010101725NAL0009900675001) for The Yahnis Company 401(K) Plan, reported by The Yahnis Company under EIN 57-1090832 and plan number 002. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010101725NAL0009900675001
Filing year
2023
Form type
2
Plan sponsor
The Yahnis Company
EIN
57-1090832
Plan number
002
Location
Conway, SC
Participants
199
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$11,843,768
Total liabilities (EOY)
$0
Net assets (EOY)
$11,843,768
Employer contributions
$188,206
Participant contributions
$414,278
Total income / additions
$2,560,787
Benefits paid
$313,619
Administrative expenses
$48,472
Total expenses
$362,091
Net increase / (decrease)
$2,198,696
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Parsec Financial Management, Inc.NONE$27,121not reported in the loaded dataset
The Retirement Plan CompanyRECORDKEEPER$21,351$96

Related Form 5500 pages