Yates Industries, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Yates Industries, 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, Yates Industries, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Yates Industries, Inc. under EIN 38-1999443 and plan number 001. The latest loaded filing year is 2023. The filing reports 200 participants and $6,658,066 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yates Industries, Inc.
EIN
38-1999443
Plan number
001
Plan type
2
Location
St Clair Shores, MI
Latest filing year
2023
Participants
200
End-of-year plan assets
$6,658,066

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023200H, C20241004051308NAL0019644992001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,658,066
Total liabilities (EOY)
$0
Net assets (EOY)
$6,658,066
Net assets (BOY)
$5,064,765

Income & contributions

Employer contributions
$99,795
Participant contributions
$735,605
Total contributions
$927,994
Total income / additions
$1,817,161

Expenses & distributions

Benefits paid
$213,440
Administrative expenses
$9,128
Total expenses
$223,860
Net increase / (decrease)
$1,593,301

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$9,128$02023
Adp Broker-DealerRECORD KEEPER$0$02023
Morgan Stanley Graystone ConsultingADVISOR$0$02023

Related Form 5500 pages