James M Yun Pc 401(K) Plan — Form 5500 plan (James M Yun Pc)
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, James M Yun Pc 401(K) Plan is a benefit plan reported by James M Yun Pc under EIN 27-1130874 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $1,275,137 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James M Yun Pc
- EIN
- 27-1130874
- Plan number
- 001
- Plan type
- 2
- Location
- Roseburg, OR
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $1,275,137
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240815164507NAL0007377683001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,275,137
- Net assets (EOY)
- $1,275,137
- Net assets (BOY)
- $1,020,640
Income & contributions
- Employer contributions
- $63,533
- Participant contributions
- $68,467
- Total income / additions
- $271,814
Expenses & distributions
- Benefits paid
- $3,784
- Administrative expenses
- $13,533
- Total expenses
- $17,317
- Net increase / (decrease)
- $254,497
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.