2023 Form 5500 filing — The Yaffe Companies Incorporated 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 20240930103256NAL0002556387001) for The Yaffe Companies Incorporated 401(K) Plan, reported by The Yaffe Companies, Incorporated under EIN 73-1535466 and plan number 003. It reports 318 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930103256NAL0002556387001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Yaffe Companies, Incorporated
- EIN
- 73-1535466
- Plan number
- 003
- Location
- Muskogee, OK
- Participants
- 318
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,683,336
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,683,336
- Employer contributions
- $218,750
- Participant contributions
- $500,979
- Total income / additions
- $3,546,263
- Benefits paid
- $1,112,858
- Administrative expenses
- $79,078
- Total expenses
- $1,191,936
- Net increase / (decrease)
- $2,354,327
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Avantax Advisory Services, Inc. | NONE | $37,450 | not reported in the loaded dataset |
| July Business Services | RECORDKEEPER | $22,988 | not reported in the loaded dataset |