Yamamoto Of Orient, Inc. Shared Savings Plan — Form 5500 plan (Yamamoto Of Orient, 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, Yamamoto Of Orient, Inc. Shared Savings Plan is a benefit plan reported by Yamamoto Of Orient, Inc. under EIN 95-2976080 and plan number 001. The latest loaded filing year is 2023. The filing reports 278 participants and $13,065,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yamamoto Of Orient, Inc.
- EIN
- 95-2976080
- Plan number
- 001
- Plan type
- 2
- Location
- Pomona, CA
- Latest filing year
- 2023
- Participants
- 278
- End-of-year plan assets
- $13,065,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 278 | H, C | 20240503125118NAL0049447698001 |
| 2023 | 317 | H, C | 20260113120543NAL0014162673001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,191,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,191,945
- Net assets (BOY)
- $12,996,028
Income & contributions
- Employer contributions
- $433,223
- Participant contributions
- $915,092
- Total contributions
- $1,392,157
- Total income / additions
- $3,454,780
Expenses & distributions
- Benefits paid
- $1,192,439
- Administrative expenses
- $66,424
- Total expenses
- $1,258,863
- Net increase / (decrease)
- $2,195,917
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $66,423 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $27,821 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $25,930 | 2023 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $6,927 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,581 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yamamoto Of Orient, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Pomona, CA
- Principal Life Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Mma Securities LLC — Schedule C compensation