2023 Form 5500 filing — Yeo & Yeo Employee Long Term Disability 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 20240717093008NAL0003815601002) for Yeo & Yeo Employee Long Term Disability Plan, reported by Yeo & Yeo, P C under EIN 38-2706146 and plan number 502. It reports 219 participants. Attached schedules in the loaded dataset include Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)Not reported
Participants219
Provider compensation$13.5K2 Schedule C row(s)$13,458
Schedules filedSchedule CLoaded schedules
EFAST2 acknowledgement
20240717093008NAL0003815601002
Plan sponsor
Yeo & Yeo, P C
EIN
38-2706146
Plan number
502
Location
Saginaw, MI
Received date
not reported in the loaded dataset
2023

Reported financial snapshot

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

This 2023 filing is loaded, but detailed Schedule H/I financial figures are not present for it in the current loaded dataset. Participant counts and filing identity above are reported; asset and contribution detail comes from the financial schedules where filed.

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
David Neil SokolINSURANCE AGENT$6,952not reported in the loaded dataset
Eric Albert CassabonINSURANCE AGENT$6,506not reported in the loaded dataset

Related Form 5500 pages