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, Yeo And Yeo 401(K) Plan is a benefit plan reported by Yeo & Yeo Employees, Inc. under EIN 38-3506976 and plan number 002. The latest loaded filing year is 2023. The filing reports 285 participants and $42,640,700 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,640,700
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,640,700
- Net assets (BOY)
- $35,119,990
Income & contributions
- Employer contributions
- $587,356
- Participant contributions
- $2,018,271
- Total contributions
- $2,648,190
- Total income / additions
- $8,836,814
Expenses & distributions
- Benefits paid
- $1,235,817
- Administrative expenses
- $80,287
- Total expenses
- $1,316,104
- Net increase / (decrease)
- $7,520,710