2023 Form 5500 filing — Ykk 401(K) Retirement 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 20240927104635NAL0003428000001) for Ykk 401(K) Retirement Plan, reported by Ykk Corporation Of America under EIN 22-2830094 and plan number 002. It reports 1,367 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927104635NAL0003428000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ykk Corporation Of America
- EIN
- 22-2830094
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 1,367
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $140,774,537
- Net assets (EOY)
- $140,774,537
- Employer contributions
- $2,512,975
- Participant contributions
- $4,953,096
- Total income / additions
- $29,941,314
- Benefits paid
- $14,888,209
- Administrative expenses
- $180,075
- Total expenses
- $15,068,284
- Net increase / (decrease)
- $14,873,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $110,401 | $0 |
| Mercer Investment Management, Inc. | INVESTMENT ADVISOR | $66,774 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $138 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |