Plan5500

The Yaffe Companies Incorporated 401(K) 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 401(K) Plan is a benefit plan reported by The Yaffe Companies, Incorporated under EIN 73-1535466 and plan number 003. The latest loaded filing year is 2023. The filing reports 318 participants and $14,683,336 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Yaffe Companies, Incorporated
EIN
73-1535466
Plan number
003
Plan type
2
Location
Muskogee, OK
Latest filing year
2023
Participants
318
End-of-year plan assets
$14,683,336

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318H, C20240930103256NAL0002556387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,683,336
Total liabilities (EOY)
$0
Net assets (EOY)
$14,683,336
Net assets (BOY)
$12,329,009

Income & contributions

Employer contributions
$218,750
Participant contributions
$500,979
Total contributions
$1,305,860
Total income / additions
$3,546,263

Expenses & distributions

Benefits paid
$1,112,858
Administrative expenses
$79,078
Total expenses
$1,191,936
Net increase / (decrease)
$2,354,327

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Avantax Advisory Services, Inc.NONE$37,450not reported in the loaded dataset2023
July Business ServicesRECORDKEEPER$22,988not reported in the loaded dataset2023

Related Form 5500 pages