Yai Network Affiliates 401(A) Plan — Form 5500 plan (Young Adult Institute, Inc.)
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, Yai Network Affiliates 401(A) Plan is a benefit plan reported by Young Adult Institute, Inc. under EIN 11-2030172 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,359 participants and $46,535,125 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Young Adult Institute, Inc.
- EIN
- 11-2030172
- Plan number
- 001
- Plan type
- 3
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 4,359
- End-of-year plan assets
- $46,535,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,359 | H, C | 20241015105619NAL0048935376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,535,125
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,535,125
- Net assets (BOY)
- $44,073,851
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $125,000
- Total income / additions
- $7,315,868
Expenses & distributions
- Benefits paid
- $4,673,551
- Administrative expenses
- $157,737
- Total expenses
- $4,854,594
- Net increase / (decrease)
- $2,461,274
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins.Co. Of America | RECORDKEEPER | $104,466 | $0 | 2023 |
| Alliant Retirement Consulting | INVESTMENT ADVISER | $29,160 | not reported in the loaded dataset | 2023 |
| Smith & Downey, P.A. | LEGAL | $12,911 | not reported in the loaded dataset | 2023 |
| Lilling & Company Llp | AUDITOR | $7,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Young Adult Institute, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Empower Annuity Ins.Co. Of America — Schedule C compensation
- Alliant Retirement Consulting — Schedule C compensation
- Smith & Downey, P.A. — Schedule C compensation
- Lilling & Company Llp — Schedule C compensation