York Solutions 401(K) Profit Sharing Plan — Form 5500 plan (York Enterprise Solutions, 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, York Solutions 401(K) Profit Sharing Plan is a benefit plan reported by York Enterprise Solutions, Inc under EIN 36-4039195 and plan number 001. The latest loaded filing year is 2023. The filing reports 569 participants and $12,300,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- York Enterprise Solutions, Inc
- EIN
- 36-4039195
- Plan number
- 001
- Plan type
- 2
- Location
- Westchester, IL
- Latest filing year
- 2023
- Participants
- 569
- End-of-year plan assets
- $12,300,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 569 | H, C | 20240807135104NAL0003734513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,300,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,300,029
- Net assets (BOY)
- $8,664,197
Income & contributions
- Employer contributions
- $737,120
- Participant contributions
- $2,356,845
- Total contributions
- $3,301,225
- Total income / additions
- $5,014,015
Expenses & distributions
- Benefits paid
- $1,308,960
- Administrative expenses
- $69,223
- Total expenses
- $1,378,183
- Net increase / (decrease)
- $3,635,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp. | INVESTMENT ADVISOR | $20,597 | not reported in the loaded dataset | 2023 |
| Pollard & Associates | TPA | $15,395 | not reported in the loaded dataset | 2023 |
| Eide Bailly Llp | AUDITOR | $8,140 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | NONE | $2,641 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for York Enterprise Solutions, Inc
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Westchester, IL
- Lincoln Financial Advisors Corp. — Schedule C compensation
- Pollard & Associates — Schedule C compensation
- Eide Bailly Llp — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation