2023 Form 5500 filing — Yale Appliance 401(K) Profit Sharing Plan And Trust
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 20240927054439NAL0000900019001) for Yale Appliance 401(K) Profit Sharing Plan And Trust, reported by Yale Appliance under EIN 04-2457546 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927054439NAL0000900019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yale Appliance
- EIN
- 04-2457546
- Plan number
- 001
- Location
- Norton, MA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,098,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,098,706
- Employer contributions
- $678,509
- Participant contributions
- $1,329,161
- Total income / additions
- $4,749,357
- Benefits paid
- $910,913
- Administrative expenses
- $42,290
- Total expenses
- $961,765
- Net increase / (decrease)
- $3,787,592
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $22,790 | $0 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $19,500 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |