Yes Management, LLC 401k Plan — Form 5500 plan (Yes Management, LLC)
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, Yes Management, LLC 401k Plan is a benefit plan reported by Yes Management, LLC under EIN 26-1286379 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,863 participants and $28,786,142 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yes Management, LLC
- EIN
- 26-1286379
- Plan number
- 001
- Plan type
- 2
- Location
- Denver, CO
- Latest filing year
- 2023
- Participants
- 1,863
- End-of-year plan assets
- $28,786,142
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,863 | H, C | 20240930105610NAL0003180291004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,786,142
- Net assets (EOY)
- $28,786,142
- Net assets (BOY)
- $22,167,661
Income & contributions
- Employer contributions
- $1,838,076
- Participant contributions
- $3,215,881
- Total contributions
- $5,277,049
- Total income / additions
- $9,576,038
Expenses & distributions
- Benefits paid
- $2,859,988
- Administrative expenses
- $97,569
- Total expenses
- $2,957,557
- Net increase / (decrease)
- $6,618,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | CUSTODIAN | $42,430 | $0 | 2023 |
| Rpw Solutions LLC | THIRD PARTY ADMINISTRATOR | $40,312 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $16,593 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yes Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Denver, CO
- Nationwide — Schedule C compensation
- Rpw Solutions LLC — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation