Yates Services Retirement & Savings Plan — Form 5500 plan (Yates Services, LLC)
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 Services Retirement & Savings Plan is a benefit plan reported by Yates Services, LLC under EIN 68-0523908 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,530 participants and $81,843,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yates Services, LLC
- EIN
- 68-0523908
- Plan number
- 002
- Plan type
- 2
- Location
- Jackson, MS
- Latest filing year
- 2023
- Participants
- 2,530
- End-of-year plan assets
- $81,843,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,530 | H, C | 20241011110331NAL0038514208001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,843,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,843,814
- Net assets (BOY)
- $70,188,869
Income & contributions
- Employer contributions
- $4,339,567
- Participant contributions
- $3,586,602
- Total contributions
- $8,278,700
- Total income / additions
- $19,411,737
Expenses & distributions
- Benefits paid
- $7,387,366
- Administrative expenses
- $353,145
- Total expenses
- $7,756,792
- Net increase / (decrease)
- $11,654,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $174,353 | $0 | 2023 |
| Trustmark National Bank | NONE | $101,890 | not reported in the loaded dataset | 2023 |
| Rea Shaw Giffin & Stuart Llp | NONE | $48,473 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $35,308 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Yates Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Jackson, MS
- Empower Annuity Insurance Company O — Schedule C compensation
- Trustmark National Bank — Schedule C compensation
- Rea Shaw Giffin & Stuart Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation