Yusen Associates, Inc. Profit Sharing Plan — Form 5500 plan (Yusen Associates, Inc.)
Plain-English plan 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, Yusen Associates, Inc. Profit Sharing Plan is a benefit plan reported by Yusen Associates, Inc. under EIN 04-3459585 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $13,543,173 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yusen Associates, Inc.
- EIN
- 04-3459585
- Plan number
- 001
- Plan type
- 2
- Location
- Burlington, MA
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $13,543,173
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20240521130328NAL0004906784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,543,173
- Net assets (EOY)
- $13,543,173
- Net assets (BOY)
- $11,122,792
Income & contributions
- Employer contributions
- $371,034
- Participant contributions
- $1,227,895
- Total contributions
- $1,636,698
- Total income / additions
- $3,625,461
Expenses & distributions
- Benefits paid
- $1,124,848
- Administrative expenses
- $80,232
- Total expenses
- $1,205,080
- Net increase / (decrease)
- $2,420,381
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $50,209 | $0 | 2023 |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $29,373 | $0 | 2023 |
| Nbt Bank Na Dba Third Party Adminis | CONTRACT ADMIN | $650 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yusen Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Burlington, MA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Annuity Ins Company Of Amer — Schedule C compensation
- Nbt Bank Na Dba Third Party Adminis — Schedule C compensation