The Yates Companies, Inc. 401(K) Plan — Form 5500 plan (The Yates Companies, 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 Yates Companies, Inc. 401(K) Plan is a benefit plan reported by The Yates Companies, Inc. under EIN 64-0893270 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,954 participants and $132,367,907 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Yates Companies, Inc.
- EIN
- 64-0893270
- Plan number
- 001
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 3,954
- End-of-year plan assets
- $132,367,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,954 | H, C | 20241008141141NAL0017760865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,367,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,367,907
- Net assets (BOY)
- $106,082,885
Income & contributions
- Employer contributions
- $5,642,163
- Participant contributions
- $11,267,974
- Total contributions
- $21,251,579
- Total income / additions
- $38,727,883
Expenses & distributions
- Benefits paid
- $12,879,879
- Administrative expenses
- $451,698
- Total expenses
- $13,816,829
- Net increase / (decrease)
- $24,911,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $204,244 | $0 | 2023 |
| Trustmark National Bank | NONE | $154,028 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $45,851 | not reported in the loaded dataset | 2023 |
| Rea Shaw Giffin & Stuart Llp | NONE | $45,804 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Yates Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Jackson, MS
- Empower Annuity Insurance Company — Schedule C compensation
- Trustmark National Bank — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Rea Shaw Giffin & Stuart Llp — Schedule C compensation