2023 Form 5500 filing — York Excavating Co., LLC 401(K) Salary 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 20240930104450NAL0005585793001) for York Excavating Co., LLC 401(K) Salary Savings Plan, reported by York Excavating Co LLC under EIN 45-1537672 and plan number 001. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930104450NAL0005585793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- York Excavating Co LLC
- EIN
- 45-1537672
- Plan number
- 001
- Location
- York, PA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,983,524
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,983,524
- Employer contributions
- $236,886
- Participant contributions
- $541,357
- Total income / additions
- $1,665,656
- Benefits paid
- $217,712
- Administrative expenses
- $47,357
- Total expenses
- $265,069
- Net increase / (decrease)
- $1,400,587
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,356 | $0 |
| Northeast Financial Group | INVESTMENT ADVISORY | $0 | $19,965 |