2023 Form 5500 filing — Yates Services Retirement & 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 20241011110331NAL0038514208001) for Yates Services Retirement & Savings Plan, reported by Yates Services, LLC under EIN 68-0523908 and plan number 002. It reports 2,530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011110331NAL0038514208001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yates Services, LLC
- EIN
- 68-0523908
- Plan number
- 002
- Location
- Jackson, MS
- Participants
- 2,530
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $81,843,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,843,814
- Employer contributions
- $4,339,567
- Participant contributions
- $3,586,602
- Total income / additions
- $19,411,737
- Benefits paid
- $7,387,366
- Administrative expenses
- $353,145
- Total expenses
- $7,756,792
- Net increase / (decrease)
- $11,654,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $174,353 | $0 |
| Trustmark National Bank | NONE | $101,890 | not reported in the loaded dataset |
| Rea Shaw Giffin & Stuart Llp | NONE | $48,473 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $35,308 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $1,500 | not reported in the loaded dataset |