York Estates Retirement Plan — Form 5500 plan (York Estates, 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, York Estates Retirement Plan is a benefit plan reported by York Estates, Inc under EIN 81-2861201 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,135,906 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- York Estates, Inc
- EIN
- 81-2861201
- Plan number
- 001
- Plan type
- 2
- Location
- Sheboygan Falls, WI
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,135,906
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20240620065733NAL0001033633001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,135,906
- Net assets (EOY)
- $1,135,906
- Net assets (BOY)
- $1,040,966
Income & contributions
- Total income / additions
- $100,507
Expenses & distributions
- Total expenses
- $5,567
- Net increase / (decrease)
- $94,940
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.