Ycharts 401(K) Plan — Form 5500 plan (Ycharts 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, Ycharts 401(K) Plan is a benefit plan reported by Ycharts Inc. under EIN 27-2106940 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $5,026,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ycharts Inc.
- EIN
- 27-2106940
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $5,026,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20251022102830NAL0002022032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,026,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,026,650
- Net assets (BOY)
- $2,998,714
Income & contributions
- Employer contributions
- $318,319
- Participant contributions
- $1,145,523
- Total contributions
- $1,504,386
- Total income / additions
- $2,306,946
Expenses & distributions
- Benefits paid
- $260,946
- Administrative expenses
- $15,353
- Total expenses
- $279,010
- Net increase / (decrease)
- $2,027,936
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newsquare Capital, LLC | INVESTMENT MANAGER | $11,379 | not reported in the loaded dataset | 2023 |
| Pcs Retirement | CONTRACT ADMINISTRATOR | $3,975 | not reported in the loaded dataset | 2023 |