2023 Form 5500 filing — Y-Prime LLC 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 20241014131027NAL0013326627001) for Y-Prime LLC 401(K) Profit Sharing Plan, reported by Y-Prime LLC under EIN 20-5742651 and plan number 001. It reports 396 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.2MReported net assets$25,216,613
Participants396
Provider compensation$77.3K3 Schedule C row(s)$77,287
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014131027NAL0013326627001
Plan sponsor
Y-Prime LLC
EIN
20-5742651
Plan number
001
Location
Malvern, PA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.2M total assets
Net assets$25.2MLiabilities$0
Money in vs. money out
Total income / additions$8.9M
Total expenses$1.6M
Benefits paid / distributions$1.5M
Contributions
Employer$1.3M
Participant$3M
Full reported line items
Total assets (EOY)
$25,216,613
Total liabilities (EOY)
$0
Net assets (EOY)
$25,216,613
Employer contributions
$1,260,121
Participant contributions
$2,962,744
Total income / additions
$8,853,417
Benefits paid
$1,475,596
Administrative expenses
$77,287
Total expenses
$1,555,017
Net increase / (decrease)
$7,298,400
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $44.4K · Indirect $0
  2. 2
    ADVISOR · Direct $21.7K
  3. 3
    ADVISOR · Direct $11.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014131027NAL0013326627001 cover?
It is the 2023 Form 5500 filing for Y-Prime LLC 401(K) Profit Sharing Plan, reported by Y-Prime LLC (EIN 20-5742651).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages