Yorktown Systems Group 401(K) Plan — Form 5500 plan (Yorktown Systems Group)
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, Yorktown Systems Group 401(K) Plan is a benefit plan reported by Yorktown Systems Group under EIN 20-0530959 and plan number 001. The latest loaded filing year is 2023. The filing reports 757 participants and $15,608,068 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yorktown Systems Group
- EIN
- 20-0530959
- Plan number
- 001
- Plan type
- 2
- Location
- Huntsville, AL
- Latest filing year
- 2023
- Participants
- 757
- End-of-year plan assets
- $15,608,068
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 757 | H, C | 20240806081559NAL0002238593001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,608,068
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,608,068
- Net assets (BOY)
- $12,915,977
Income & contributions
- Employer contributions
- $839,565
- Participant contributions
- $1,362,800
- Total contributions
- $2,438,648
- Total income / additions
- $4,736,700
Expenses & distributions
- Benefits paid
- $1,966,108
- Administrative expenses
- $78,501
- Total expenses
- $2,044,609
- Net increase / (decrease)
- $2,692,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Waverly Advisors, LLC | NONE | $78,501 | $0 | 2023 |