2023 Form 5500 filing — The Yates Companies, Inc. 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 20241008141141NAL0017760865001) for The Yates Companies, Inc. 401(K) Plan, reported by The Yates Companies, Inc. under EIN 64-0893270 and plan number 001. It reports 3,954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008141141NAL0017760865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Yates Companies, Inc.
- EIN
- 64-0893270
- Plan number
- 001
- Location
- Jackson, MS
- Participants
- 3,954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,367,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $132,367,907
- Employer contributions
- $5,642,163
- Participant contributions
- $11,267,974
- Total income / additions
- $38,727,883
- Benefits paid
- $12,879,879
- Administrative expenses
- $451,698
- Total expenses
- $13,816,829
- Net increase / (decrease)
- $24,911,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $204,244 | $0 |
| Trustmark National Bank | NONE | $154,028 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $45,851 | not reported in the loaded dataset |
| Rea Shaw Giffin & Stuart Llp | NONE | $45,804 | not reported in the loaded dataset |