York Excavating Co., LLC 401(K) Salary Savings Plan — Form 5500 plan (York Excavating Co 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, York Excavating Co., LLC 401(K) Salary Savings Plan is a benefit plan reported by York Excavating Co LLC under EIN 45-1537672 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $5,983,524 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
York Excavating Co LLC
EIN
45-1537672
Plan number
001
Plan type
2
Location
York, PA
Latest filing year
2023
Participants
146
End-of-year plan assets
$5,983,524

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023146H, C20240930104450NAL0005585793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,983,524
Total liabilities (EOY)
$0
Net assets (EOY)
$5,983,524
Net assets (BOY)
$4,582,937

Income & contributions

Employer contributions
$236,886
Participant contributions
$541,357
Total contributions
$778,243
Total income / additions
$1,665,656

Expenses & distributions

Benefits paid
$217,712
Administrative expenses
$47,357
Total expenses
$265,069
Net increase / (decrease)
$1,400,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$47,356$02023
Northeast Financial GroupINVESTMENT ADVISORY$0$19,9652023

Related Form 5500 pages