2023 Form 5500 filing — Yeh And Associates, Inc. 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 20241014165038NAL0027905393001) for Yeh And Associates, Inc. 401(K) Plan, reported by Yeh And Associates, Inc. under EIN 84-1498347 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165038NAL0027905393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yeh And Associates, Inc.
- EIN
- 84-1498347
- Plan number
- 001
- Location
- Denver, CO
- Participants
- 160
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,777,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,777,697
- Employer contributions
- $293,679
- Participant contributions
- $769,597
- Total income / additions
- $3,023,601
- Benefits paid
- $1,328,871
- Administrative expenses
- $26,254
- Total expenses
- $1,355,125
- Net increase / (decrease)
- $1,668,476
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Palisade Investments LLC | NONE | $15,000 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $11,254 | $0 |