Yottaa 401k Plan — Form 5500 plan (Yottaa, 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, Yottaa 401k Plan is a benefit plan reported by Yottaa, Inc. under EIN 26-4723506 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $5,396,071 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yottaa, Inc.
EIN
26-4723506
Plan number
001
Plan type
2
Location
Waltham, MA
Latest filing year
2023
Participants
135
End-of-year plan assets
$5,396,071

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20240805051304NAL0000878225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,396,071
Total liabilities (EOY)
$0
Net assets (EOY)
$5,396,071
Net assets (BOY)
$4,003,508

Income & contributions

Participant contributions
$1,190,930
Total contributions
$1,254,768
Total income / additions
$2,000,232

Expenses & distributions

Benefits paid
$590,233
Administrative expenses
$13,257
Total expenses
$607,669
Net increase / (decrease)
$1,392,563

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Srpc, IncINVESTMENT/FINANCIAL ADVI$11,089$02023
Adp, Inc.RECORD KEEPER$2,168$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages