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, Yancey Bros. Employees' 401(K) Profit Sharing Plan is a benefit plan reported by Yancey Bros. Co under EIN 58-0515740 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,065 participants and $203,609,655 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $203,609,655
- Total liabilities (EOY)
- $4,498
- Net assets (EOY)
- $203,605,157
- Net assets (BOY)
- $167,940,537
Income & contributions
- Employer contributions
- $9,225,022
- Participant contributions
- $12,344,353
- Total contributions
- $22,088,824
- Total income / additions
- $53,659,011
Expenses & distributions
- Benefits paid
- $17,709,581
- Administrative expenses
- $284,621
- Total expenses
- $17,994,391
- Net increase / (decrease)
- $35,664,620