Yumi Ice Cream Co., Inc. 401(K) Plan — Form 5500 plan (Yumi Ice Cream Co., 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, Yumi Ice Cream Co., Inc. 401(K) Plan is a benefit plan reported by Yumi Ice Cream Co., Inc. under EIN 75-2345279 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $2,184,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yumi Ice Cream Co., Inc.
EIN
75-2345279
Plan number
001
Plan type
2
Location
The Colony, TX
Latest filing year
2023
Participants
380
End-of-year plan assets
$2,184,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023380H, C20240801140337NAL0023766881001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,184,884
Total liabilities (EOY)
$0
Net assets (EOY)
$2,184,884
Net assets (BOY)
$1,749,986

Income & contributions

Participant contributions
$285,329
Total contributions
$285,329
Total income / additions
$576,730

Expenses & distributions

Benefits paid
$130,826
Administrative expenses
$11,006
Total expenses
$141,832
Net increase / (decrease)
$434,898

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$11,006$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages