2023 Form 5500 filing — Year One 401 (K) Retirement Savings 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 20240812143339NAL0021036546001) for Year One 401 (K) Retirement Savings Plan, reported by Year One, Inc. under EIN 58-1432097 and plan number 001. It reports 48 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8MReported net assets$8,007,938
Participants48
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240812143339NAL0021036546001
Plan sponsor
Year One, Inc.
EIN
58-1432097
Plan number
001
Location
Cornelia, GA
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)$8M total assets
Net assets$8MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$0
Participant$37.2K
Full reported line items
Total assets (EOY)
$8,007,938
Total liabilities (EOY)
$0
Net assets (EOY)
$8,007,938
Employer contributions
$0
Participant contributions
$37,219
Total income / additions
$2,028,664
Benefits paid
$1,076,677
Administrative expenses
$69
Total expenses
$1,091,010
Net increase / (decrease)
$937,654

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240812143339NAL0021036546001 cover?
It is the 2023 Form 5500 filing for Year One 401 (K) Retirement Savings Plan, reported by Year One, Inc. (EIN 58-1432097).
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