Plan5500

The Yale Club Of New York City 401(K) Plan For Non-Union Employees — Form 5500 plan (The Yale Club Of New York City)

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, The Yale Club Of New York City 401(K) Plan For Non-Union Employees is a benefit plan reported by The Yale Club Of New York City under EIN 13-1489775 and plan number 003. The latest loaded filing year is 2023. The filing reports 106 participants and $4,830,003 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4.8MPlan net assets, end of year$4,830,003
Participants106Covered participants reported
Assets / participant$45.6KComputed: assets ÷ participants$45,566 (computed)
Provider compensation$21.1K1 Schedule C provider row(s)$21,066
Plan sponsor
The Yale Club Of New York City
EIN
13-1489775
Plan number
003
Plan type
2
Location
New York, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    106 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.8M total assets
Net assets$4.8MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$234K
Participant$260.8K
Full reported line items

Net assets

Total assets (EOY)
$4,830,003
Total liabilities (EOY)
$0
Net assets (EOY)
$4,830,003
Net assets (BOY)
$4,713,279

Income & contributions

Employer contributions
$234,013
Participant contributions
$260,808
Total contributions
$494,821
Total income / additions
$1,308,225

Expenses & distributions

Benefits paid
$1,170,435
Administrative expenses
$21,066
Total expenses
$1,191,501
Net increase / (decrease)
$116,724
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 47%Participant 53%
Total expenses ÷ net assets25%Computed ratio
Benefits paid ÷ total income89%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Newport Group, Inc.$21.1K
    RECORD-KEEPER · Direct $21.1K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the The Yale Club Of New York City 401(K) Plan For Non-Union Employees?
The Yale Club Of New York City 401(K) Plan For Non-Union Employees is reported as sponsored by The Yale Club Of New York City (EIN 13-1489775, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Yale Club Of New York City 401(K) Plan For Non-Union Employees?
The latest Form 5500 filing year loaded for The Yale Club Of New York City 401(K) Plan For Non-Union Employees is 2023.
How many participants does The Yale Club Of New York City 401(K) Plan For Non-Union Employees report?
The Yale Club Of New York City 401(K) Plan For Non-Union Employees reports 106 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Yale Club Of New York City 401(K) Plan For Non-Union Employees?
The Yale Club Of New York City 401(K) Plan For Non-Union Employees reports $4,830,003 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages