Plan5500

Your Retirement Savings Plan — Form 5500 plan (Your Retirement Savings Plan Company)

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, Your Retirement Savings Plan is a benefit plan reported by Your Retirement Savings Plan Company under EIN 46-5355556 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,041 participants and $173,288,918 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Your Retirement Savings Plan Company
EIN
46-5355556
Plan number
001
Plan type
2
Location
Columbia, MS
Latest filing year
2023
Participants
8,041
End-of-year plan assets
$173,288,918

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,041H, C20240916134737NAL0002909056001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$173,288,918
Total liabilities (EOY)
$0
Net assets (EOY)
$173,288,918
Net assets (BOY)
$130,136,726

Income & contributions

Employer contributions
$5,885,904
Participant contributions
$17,089,605
Total contributions
$34,908,432
Total income / additions
$59,223,709

Expenses & distributions

Benefits paid
$14,788,050
Administrative expenses
$537,006
Total expenses
$16,071,517
Net increase / (decrease)
$43,152,192

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Regions BankADVISOR$274,265not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$176,422$02023
Nicholson & Company, PllcACCOUNTANT/AUDITOR$86,650not reported in the loaded dataset2023

Related Form 5500 pages