2023 Form 5500 filing — New York Yankees Employee Investment 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 20241016165131NAL0030885777001) for New York Yankees Employee Investment Plan, reported by New York Yankees Partnership under EIN 34-1122131 and plan number 002. It reports 741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016165131NAL0030885777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New York Yankees Partnership
- EIN
- 34-1122131
- Plan number
- 002
- Location
- Tampa, FL
- Participants
- 741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,691,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,691,901
- Employer contributions
- $619,086
- Participant contributions
- $3,751,003
- Total income / additions
- $18,882,501
- Benefits paid
- $3,240,788
- Administrative expenses
- $133,030
- Total expenses
- $3,367,018
- Net increase / (decrease)
- $15,515,483
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pwc Us Tax Llp | NONE | $77,621 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $34,672 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $11,035 | not reported in the loaded dataset |
| Fidelity Investments | RECORDKEEPER | $5,342 | $0 |