2023 Form 5500 filing — Radey Thomas Yon & Clark 401(K) 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 20240628111257NAL0000825856001) for Radey Thomas Yon & Clark 401(K) Plan, reported by Radey Thomas Yon & Clark under EIN 75-3101245 and plan number 001. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17MReported net assets$16,951,976
Participants30
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240628111257NAL0000825856001
Plan sponsor
Radey Thomas Yon & Clark
EIN
75-3101245
Plan number
001
Location
Tallahassee, FL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$17M total assets
Net assets$17MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$2M
Benefits paid / distributions$2M
Contributions
Employer$462.7K
Participant$325.4K
Full reported line items
Total assets (EOY)
$16,951,976
Total liabilities (EOY)
$0
Net assets (EOY)
$16,951,976
Employer contributions
$462,686
Participant contributions
$325,359
Total income / additions
$3,902,706
Benefits paid
$2,045,866
Administrative expenses
$667
Total expenses
$2,046,533
Net increase / (decrease)
$1,856,173

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240628111257NAL0000825856001 cover?
It is the 2023 Form 5500 filing for Radey Thomas Yon & Clark 401(K) Plan, reported by Radey Thomas Yon & Clark (EIN 75-3101245).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages