2023 Form 5500 filing — Yates Industries, Inc. 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 20241004051308NAL0019644992001) for Yates Industries, Inc. 401(K) Profit Sharing Plan And Trust, reported by Yates Industries, Inc. under EIN 38-1999443 and plan number 001. It reports 200 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004051308NAL0019644992001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yates Industries, Inc.
- EIN
- 38-1999443
- Plan number
- 001
- Location
- St Clair Shores, MI
- Participants
- 200
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,658,066
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,658,066
- Employer contributions
- $99,795
- Participant contributions
- $735,605
- Total income / additions
- $1,817,161
- Benefits paid
- $213,440
- Administrative expenses
- $9,128
- Total expenses
- $223,860
- Net increase / (decrease)
- $1,593,301
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $9,128 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Morgan Stanley Graystone Consulting | ADVISOR | $0 | $0 |