2023 Form 5500 filing — The Yarco 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 20240730084300NAL0011665075001) for The Yarco 401(K) Plan, reported by Yarco Company, Inc. under EIN 43-1022273 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730084300NAL0011665075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yarco Company, Inc.
- EIN
- 43-1022273
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,490,883
- Total liabilities (EOY)
- $4,324
- Net assets (EOY)
- $8,486,559
- Employer contributions
- $114,015
- Participant contributions
- $623,089
- Total income / additions
- $2,316,743
- Benefits paid
- $2,691,233
- Administrative expenses
- $64,705
- Total expenses
- $2,755,938
- Net increase / (decrease)
- -$439,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment | INVESTMENT ADVISOR | $27,208 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $25,249 | $0 |
| Ascensus Holdings Dba Futureplan | CONTRACT ADMIN | $7,887 | not reported in the loaded dataset |
| Resources Inv Advisors | INVESTMENT ADVISOR/MGMT | $4,879 | not reported in the loaded dataset |