2023 Form 5500 filing — Yam Management 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 20241015132504NAL0056353698001) for Yam Management 401(K) Plan, reported by Yam Management, LLC under EIN 27-2494772 and plan number 001. It reports 1,653 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)$51.1MReported net assets$51,114,341
Participants1.7K1,653
Provider compensation$92.6K3 Schedule C row(s)$92,615
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015132504NAL0056353698001
Plan sponsor
Yam Management, LLC
EIN
27-2494772
Plan number
001
Location
Scottsdale, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$51.1M total assets
Net assets$51.1MLiabilities$0
Money in vs. money out
Total income / additions$18.3M
Total expenses$5.9M
Benefits paid / distributions$5.7M
Contributions
Employer$2.2M
Participant$7.5M
Full reported line items
Total assets (EOY)
$51,114,341
Total liabilities (EOY)
$0
Net assets (EOY)
$51,114,341
Employer contributions
$2,150,390
Participant contributions
$7,494,345
Total income / additions
$18,315,868
Benefits paid
$5,726,489
Administrative expenses
$92,616
Total expenses
$5,909,608
Net increase / (decrease)
$12,406,260
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$47.6K
    RECORD KEEPER · Direct $47.6K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $45K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015132504NAL0056353698001 cover?
It is the 2023 Form 5500 filing for Yam Management 401(K) Plan, reported by Yam Management, LLC (EIN 27-2494772).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages