Yale Appliance 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Yale Appliance)
Plain-English plan 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, Yale Appliance 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Yale Appliance under EIN 04-2457546 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $19,098,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yale Appliance
- EIN
- 04-2457546
- Plan number
- 001
- Plan type
- 2
- Location
- Norton, MA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $19,098,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20240927054439NAL0000900019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,098,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,098,706
- Net assets (BOY)
- $15,311,114
Income & contributions
- Employer contributions
- $678,509
- Participant contributions
- $1,329,161
- Total contributions
- $2,019,320
- Total income / additions
- $4,749,357
Expenses & distributions
- Benefits paid
- $910,913
- Administrative expenses
- $42,290
- Total expenses
- $961,765
- Net increase / (decrease)
- $3,787,592
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $22,790 | $0 | 2023 |
| Global Retirement Partners | INVESTMENT/FINANCIAL ADVI | $19,500 | $0 | 2023 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 | 2023 |