2023 Form 5500 filing — Yusen Associates, Inc. Profit Sharing 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 20240521130328NAL0004906784001) for Yusen Associates, Inc. Profit Sharing Plan, reported by Yusen Associates, Inc. under EIN 04-3459585 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$13.5MReported net assets$13,543,173
Participants158
Provider compensation$90.2K3 Schedule C row(s)$90,232
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240521130328NAL0004906784001
- Plan sponsor
- Yusen Associates, Inc.
- EIN
- 04-3459585
- Plan number
- 001
- Location
- Burlington, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$13.5M total assets
Net assets$13.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $13,543,173
- Net assets (EOY)
- $13,543,173
- Employer contributions
- $371,034
- Participant contributions
- $1,227,895
- Total income / additions
- $3,625,461
- Benefits paid
- $1,124,848
- Administrative expenses
- $80,232
- Total expenses
- $1,205,080
- Net increase / (decrease)
- $2,420,381
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $50,209 | $0 |
| Empower Annuity Ins Company Of Amer | RECORDKEEPER | $29,373 | $0 |
| Nbt Bank Na Dba Third Party Adminis | CONTRACT ADMIN | $650 | $10,000 |