The Yaffe Companies, Incorporated Employee Stock Ownership Plan — Form 5500 plan (The Yaffe Companies, Incorporated)
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 Yaffe Companies, Incorporated Employee Stock Ownership Plan is a benefit plan reported by The Yaffe Companies, Incorporated under EIN 73-0723136 and plan number 004. The latest loaded filing year is 2023. The filing reports 502 participants and $46,802,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Yaffe Companies, Incorporated
- EIN
- 73-0723136
- Plan number
- 004
- Plan type
- 2
- Location
- Muskogee, OK
- Latest filing year
- 2023
- Participants
- 502
- End-of-year plan assets
- $46,802,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 502 | H | 20240929092644NAL0004570641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,802,752
- Total liabilities (EOY)
- $72,808
- Net assets (EOY)
- $46,729,944
- Net assets (BOY)
- $51,756,718
Income & contributions
- Employer contributions
- $1,000,000
- Total contributions
- $1,893,668
- Total income / additions
- -$1,093,185
Expenses & distributions
- Benefits paid
- $3,933,508
- Administrative expenses
- $81
- Total expenses
- $3,933,589
- Net increase / (decrease)
- -$5,026,774
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.