Yates LLC Profit Sharing Plan — Form 5500 plan (Yates LLC)
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, Yates LLC Profit Sharing Plan is a benefit plan reported by Yates LLC under EIN 87-3779035 and plan number 001. The latest loaded filing year is 2023. The filing reports 153 participants and $23,490,558 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yates LLC
- EIN
- 87-3779035
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 153
- End-of-year plan assets
- $23,490,558
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 153 | H, C | 20241011173123NAL0023335153001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,490,558
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,490,558
- Net assets (BOY)
- $21,799,965
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $895,586
- Total contributions
- $956,074
- Total income / additions
- $4,277,823
Expenses & distributions
- Benefits paid
- $2,474,245
- Administrative expenses
- $107,844
- Total expenses
- $2,587,230
- Net increase / (decrease)
- $1,690,593
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith I | INVESTMENT ADVISOR | $58,120 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba | CONTRACT ADMIN | $5,269 | $11,280 | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $1,344 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $26 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yates LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Merrill Lynch Pierce Fenner Smith I — Schedule C compensation
- Ascensus Holdings Inc Dba — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation