Yusa Corporation 401(K) Plan — Form 5500 plan (Yusa Corporation)
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, Yusa Corporation 401(K) Plan is a benefit plan reported by Yusa Corporation under EIN 31-1208849 and plan number 001. The latest loaded filing year is 2023. The filing reports 357 participants and $20,505,626 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yusa Corporation
- EIN
- 31-1208849
- Plan number
- 001
- Plan type
- 2
- Location
- Washington Court House, OH
- Latest filing year
- 2023
- Participants
- 357
- End-of-year plan assets
- $20,505,626
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 357 | H, C | 20240926134358NAL0001428050001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,505,626
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,505,626
- Net assets (BOY)
- $17,320,973
Income & contributions
- Employer contributions
- $252,782
- Participant contributions
- $770,751
- Total contributions
- $1,023,533
- Total income / additions
- $4,015,467
Expenses & distributions
- Benefits paid
- $747,251
- Administrative expenses
- $73,961
- Total expenses
- $830,814
- Net increase / (decrease)
- $3,184,653
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everhart Financial Group Inc | ADVISOR | $35,669 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $31,292 | $0 | 2023 |
| Pkf Muller | ACCOUNTANT/AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |