The Yarco 401(K) Plan — Form 5500 plan (Yarco Company, 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, The Yarco 401(K) Plan is a benefit plan reported by Yarco Company, Inc. under EIN 43-1022273 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $8,490,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yarco Company, Inc.
- EIN
- 43-1022273
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $8,490,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20240730084300NAL0011665075001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,490,883
- Total liabilities (EOY)
- $4,324
- Net assets (EOY)
- $8,486,559
- Net assets (BOY)
- $8,925,754
Income & contributions
- Employer contributions
- $114,015
- Participant contributions
- $623,089
- Total contributions
- $1,166,795
- Total income / additions
- $2,316,743
Expenses & distributions
- Benefits paid
- $2,691,233
- Administrative expenses
- $64,705
- Total expenses
- $2,755,938
- Net increase / (decrease)
- -$439,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment | INVESTMENT ADVISOR | $27,208 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $25,249 | $0 | 2023 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $7,887 | not reported in the loaded dataset | 2023 |
| Resources Inv Advisors | INVESTMENT ADVISOR/MGMT | $4,879 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yarco Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Onedigital Investment — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Ascensus Holdings Dba Futureplan — Schedule C compensation
- Resources Inv Advisors — Schedule C compensation