Yount, Hyde & Barbour, P.C. 401(K) & Profit Sharing Plan — Form 5500 plan (Yount, Hyde & Barbour, P.C.)
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, Yount, Hyde & Barbour, P.C. 401(K) & Profit Sharing Plan is a benefit plan reported by Yount, Hyde & Barbour, P.C. under EIN 54-1149263 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $49,763,209 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yount, Hyde & Barbour, P.C.
- EIN
- 54-1149263
- Plan number
- 001
- Plan type
- 2
- Location
- Winchester, VA
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $49,763,209
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20250228085332NAL0000728785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,763,209
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,763,209
- Net assets (BOY)
- $45,248,258
Income & contributions
- Employer contributions
- $2,091,730
- Participant contributions
- $2,270,375
- Total contributions
- $5,277,454
- Total income / additions
- $11,861,404
Expenses & distributions
- Benefits paid
- $7,238,513
- Administrative expenses
- $107,940
- Total expenses
- $7,346,453
- Net increase / (decrease)
- $4,514,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Acg Advisory Services | NONE | $36,926 | not reported in the loaded dataset | 2023 |
| Actuarial Consulting Group | NONE | $23,804 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | NONE | $17,880 | $0 | 2023 |
| Newport Group | NONE | $14,964 | not reported in the loaded dataset | 2023 |
| Reliance Trust Company | NONE | $5,873 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $455 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yount, Hyde & Barbour, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Winchester, VA
- Acg Advisory Services — Schedule C compensation
- Actuarial Consulting Group — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Newport Group — Schedule C compensation
- Reliance Trust Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation