2023 Form 5500 filing — Yamamoto Of Orient, Inc. Shared Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240503125118NAL0049447698001) for Yamamoto Of Orient, Inc. Shared Savings Plan, reported by Yamamoto Of Orient, Inc. under EIN 95-2976080 and plan number 001. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240503125118NAL0049447698001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yamamoto Of Orient, Inc.
- EIN
- 95-2976080
- Plan number
- 001
- Location
- Pomona, CA
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,191,945
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,191,945
- Employer contributions
- $433,223
- Participant contributions
- $915,092
- Total income / additions
- $3,454,780
- Benefits paid
- $1,192,439
- Administrative expenses
- $66,424
- Total expenses
- $1,258,863
- Net increase / (decrease)
- $2,195,917
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $66,423 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $27,821 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $25,930 |
| Mma Securities LLC | INVESTMENT ADVISORY | $0 | $6,927 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $2,581 | $0 |