2023 Form 5500 filing — York Estates Retirement 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 20240620065733NAL0001033633001) for York Estates Retirement Plan, reported by York Estates, Inc under EIN 81-2861201 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240620065733NAL0001033633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- York Estates, Inc
- EIN
- 81-2861201
- Plan number
- 001
- Location
- Sheboygan Falls, WI
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,135,906
- Net assets (EOY)
- $1,135,906
- Total income / additions
- $100,507
- Total expenses
- $5,567
- Net increase / (decrease)
- $94,940
- Schedule source
- Schedule I