2023 Form 5500 filing — Yeh And Associates, 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 20241014165038NAL0027905393001) for Yeh And Associates, Inc. 401(K) Plan, reported by Yeh And Associates, Inc. under EIN 84-1498347 and plan number 001. It reports 160 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.8MReported net assets$12,777,697
Participants160
Provider compensation$26.3K2 Schedule C row(s)$26,254
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014165038NAL0027905393001
- Plan sponsor
- Yeh And Associates, Inc.
- EIN
- 84-1498347
- Plan number
- 001
- Location
- Denver, CO
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.8M total assets
Net assets$12.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,777,697
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,777,697
- Employer contributions
- $293,679
- Participant contributions
- $769,597
- Total income / additions
- $3,023,601
- Benefits paid
- $1,328,871
- Administrative expenses
- $26,254
- Total expenses
- $1,355,125
- Net increase / (decrease)
- $1,668,476
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Palisade Investments LLC | NONE | $15,000 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $11,254 | $0 |