Yam Management 401(K) Plan — Form 5500 plan (Yam 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, Yam Management 401(K) Plan is a benefit plan reported by Yam Management, LLC under EIN 27-2494772 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,653 participants and $51,114,341 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$51.1MPlan net assets, end of year$51,114,341
Participants1.7KCovered participants reported1,653
Assets / participant$30.9KComputed: assets ÷ participants$30,922 (computed)
Provider compensation$92.6K3 Schedule C provider row(s)$92,615
Plan sponsor
Yam Management, LLC
EIN
27-2494772
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,653 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$51.1M total assets
Net assets$51.1MLiabilities$0
Money in vs. money out
Total income / additions$18.3M
Total expenses$5.9M
Benefits paid / distributions$5.7M
Contributions
Employer$2.2M
Participant$7.5M
Full reported line items

Net assets

Total assets (EOY)
$51,114,341
Total liabilities (EOY)
$0
Net assets (EOY)
$51,114,341
Net assets (BOY)
$38,708,081

Income & contributions

Employer contributions
$2,150,390
Participant contributions
$7,494,345
Total contributions
$10,341,755
Total income / additions
$18,315,868

Expenses & distributions

Benefits paid
$5,726,489
Administrative expenses
$92,616
Total expenses
$5,909,608
Net increase / (decrease)
$12,406,260
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 22%Participant 78%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income31%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Adp, Inc.$47.6K
    RECORD KEEPER · Direct $47.6K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $45K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

Related Form 5500 pages