Van Pelt, Yi & James, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Van Pelt, Yi & James, Llp)
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, Van Pelt, Yi & James, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Van Pelt, Yi & James, Llp under EIN 77-0493353 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $18,120,721 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Van Pelt, Yi & James, Llp
- EIN
- 77-0493353
- Plan number
- 001
- Plan type
- 2
- Location
- Los Altos, CA
- Latest filing year
- 2023
- Participants
- 34
- End-of-year plan assets
- $18,120,721
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 34 | I | 20241014175548NAL0015386131001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $18,120,721
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,120,721
- Net assets (BOY)
- $14,300,235
Income & contributions
- Employer contributions
- $312,681
- Participant contributions
- $447,893
- Total income / additions
- $3,820,486
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $3,820,486
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.