2023 Form 5500 filing — Yancey Bros. Employees' 401(K) 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 20241014095542NAL0025866833001) for Yancey Bros. Employees' 401(K) Profit Sharing Plan, reported by Yancey Bros. Co under EIN 58-0515740 and plan number 001. It reports 2,065 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095542NAL0025866833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yancey Bros. Co
- EIN
- 58-0515740
- Plan number
- 001
- Location
- Austell, GA
- Participants
- 2,065
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $203,609,655
- Total liabilities (EOY)
- $4,498
- Net assets (EOY)
- $203,605,157
- Employer contributions
- $9,225,022
- Participant contributions
- $12,344,353
- Total income / additions
- $53,659,011
- Benefits paid
- $17,709,581
- Administrative expenses
- $284,621
- Total expenses
- $17,994,391
- Net increase / (decrease)
- $35,664,620
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $155,164 | $0 |
| Pnc Bank | NONE | $25,000 | not reported in the loaded dataset |
| Frazier & Deeter | NONE | $20,000 | not reported in the loaded dataset |