Ykk 401(K) Retirement Plan — Form 5500 plan (Ykk Corporation Of America)
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, Ykk 401(K) Retirement Plan is a benefit plan reported by Ykk Corporation Of America under EIN 22-2830094 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,367 participants and $140,774,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ykk Corporation Of America
- EIN
- 22-2830094
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 1,367
- End-of-year plan assets
- $140,774,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,367 | H, C | 20240927104635NAL0003428000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $140,774,537
- Net assets (EOY)
- $140,774,537
- Net assets (BOY)
- $125,901,507
Income & contributions
- Employer contributions
- $2,512,975
- Participant contributions
- $4,953,096
- Total contributions
- $7,474,170
- Total income / additions
- $29,941,314
Expenses & distributions
- Benefits paid
- $14,888,209
- Administrative expenses
- $180,075
- Total expenses
- $15,068,284
- Net increase / (decrease)
- $14,873,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $110,401 | $0 | 2023 |
| Mercer Investment Management, Inc. | INVESTMENT ADVISOR | $66,774 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $138 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ykk Corporation Of America
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Mercer Investment Management, Inc. — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation