2023 Form 5500 filing — Van Pelt, Yi & James, 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 20241014175548NAL0015386131001) for Van Pelt, Yi & James, LLC 401(K) Profit Sharing Plan, reported by Van Pelt, Yi & James, Llp under EIN 77-0493353 and plan number 001. It reports 34 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014175548NAL0015386131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Van Pelt, Yi & James, Llp
- EIN
- 77-0493353
- Plan number
- 001
- Location
- Los Altos, CA
- Participants
- 34
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,120,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,120,721
- Employer contributions
- $312,681
- Participant contributions
- $447,893
- Total income / additions
- $3,820,486
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $3,820,486
- Schedule source
- Schedule I