Yazoo Mills, Inc. Cash Or Deferred Profit Sharing Plan — Form 5500 plan (Yazoo Mills, 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, Yazoo Mills, Inc. Cash Or Deferred Profit Sharing Plan is a benefit plan reported by Yazoo Mills, Inc. under EIN 23-1238355 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $11,064,857 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yazoo Mills, Inc.
- EIN
- 23-1238355
- Plan number
- 001
- Plan type
- 2
- Location
- New Oxford, PA
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $11,064,857
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20240826145714NAL0019650354001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,064,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,064,857
- Net assets (BOY)
- $8,762,337
Income & contributions
- Employer contributions
- $153,684
- Participant contributions
- $699,515
- Total contributions
- $864,671
- Total income / additions
- $2,512,437
Expenses & distributions
- Benefits paid
- $161,579
- Administrative expenses
- $48,338
- Total expenses
- $209,917
- Net increase / (decrease)
- $2,302,520
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $24,108 | $0 | 2023 |
| Rbc Capital Markets LLC | INVESTMENT ADVISOR | $19,762 | not reported in the loaded dataset | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $3,995 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $473 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yazoo Mills, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in New Oxford, PA
- Empower Annuity Insurance Company O — Schedule C compensation
- Rbc Capital Markets LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation