2023 Form 5500 filing — Brantley Janson Yost & Ellison 401(K) Profit Sharing 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 20240818205824NAL0000922977001) for Brantley Janson Yost & Ellison 401(K) Profit Sharing Plan, reported by Brantley Janson Yost & Ellison under EIN 91-0998786 and plan number 001. It reports 47 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.9MReported net assets$1,932,816
Participants47
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240818205824NAL0000922977001
Plan sponsor
Brantley Janson Yost & Ellison
EIN
91-0998786
Plan number
001
Location
Federal Way, WA
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)$1.9M total assets
Net assets$1.9MLiabilities$0
Money in vs. money out
Total income / additions$484.8K
Total expenses$45.7K
Benefits paid / distributions$35.5K
Contributions
Employer$91.7K
Participant$114K
Full reported line items
Total assets (EOY)
$1,932,816
Total liabilities (EOY)
$0
Net assets (EOY)
$1,932,816
Employer contributions
$91,680
Participant contributions
$113,987
Total income / additions
$484,840
Benefits paid
$35,518
Administrative expenses
$10,157
Total expenses
$45,675
Net increase / (decrease)
$439,165

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240818205824NAL0000922977001 cover?
It is the 2023 Form 5500 filing for Brantley Janson Yost & Ellison 401(K) Profit Sharing Plan, reported by Brantley Janson Yost & Ellison (EIN 91-0998786).
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