Plan5500

Young'S Holdings, Inc. 401(K) Plan — Form 5500 plan (Young'S Holdings, 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, Young'S Holdings, Inc. 401(K) Plan is a benefit plan reported by Young'S Holdings, Inc. under EIN 95-4275261 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $33,886,232 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Young'S Holdings, Inc.
EIN
95-4275261
Plan number
001
Plan type
2
Location
Aliso Viejo, CA
Latest filing year
2023
Participants
396
End-of-year plan assets
$33,886,232

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023396H, C20241014185240NAL0045689248001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,886,232
Total liabilities (EOY)
$0
Net assets (EOY)
$33,886,232
Net assets (BOY)
$27,778,977

Income & contributions

Employer contributions
$1,430,947
Participant contributions
$2,930,715
Total contributions
$5,584,275
Total income / additions
$10,477,556

Expenses & distributions

Benefits paid
$4,316,219
Administrative expenses
$54,082
Total expenses
$4,370,301
Net increase / (decrease)
$6,107,255

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$53,682not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages