2023 Form 5500 filing — Yes& Holdings LLC 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 20241015154457NAL0048735920001) for Yes& Holdings LLC 401(K) Plan, reported by Yes& Holdings LLC under EIN 82-0956196 and plan number 003. It reports 207 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)$8.5MReported net assets$8,534,784

Participants207

Provider compensation$67.3K3 Schedule C row(s)$67,302

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015154457NAL0048735920001
Plan sponsor: Yes& Holdings LLC
EIN: 82-0956196
Plan number: 003
Location: Alexandria, VA
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)$8.5M total assets

Net assets$8.5MLiabilities$0

Money in vs. money out

Total income / additions$3.6M

Total expenses$313.9K

Benefits paid / distributions$269.5K

Contributions

Employer$455.8K

Participant$1.5M

Full reported line items

Total assets (EOY): $8,534,784
Total liabilities (EOY): $0
Net assets (EOY): $8,534,784
Employer contributions: $455,773
Participant contributions: $1,533,279
Total income / additions: $3,571,717
Benefits paid: $269,507
Administrative expenses: $44,344
Total expenses: $313,851
Net increase / (decrease): $3,257,866

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$44.3K
CONTRACT ADMINISTRATOR · Direct $44.3K · Indirect $0
2
Principal Securities, Inc.$23K
OTHER SERVICES · Direct $0 · Indirect $23K
3
Wilshire Advisors, LLC$0
INVESTMENT ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015154457NAL0048735920001 cover?: It is the 2023 Form 5500 filing for Yes& Holdings LLC 401(K) Plan, reported by Yes& Holdings LLC (EIN 82-0956196).
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).