Yak Access 401(K) Plan — Form 5500 plan (Yak Access, 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, Yak Access 401(K) Plan is a benefit plan reported by Yak Access, LLC under EIN 81-2222978 and plan number 001. The latest loaded filing year is 2023. The filing reports 768 participants and $21,935,083 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yak Access, LLC
EIN
81-2222978
Plan number
001
Plan type
2
Location
Columbia, MS
Latest filing year
2023
Participants
768
End-of-year plan assets
$21,935,083

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023768H, C20240930143810NAL0010358240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,935,083
Total liabilities (EOY)
$0
Net assets (EOY)
$21,935,083
Net assets (BOY)
$17,587,650

Income & contributions

Employer contributions
$1,350,317
Participant contributions
$1,784,863
Total contributions
$3,162,977
Total income / additions
$6,584,456

Expenses & distributions

Benefits paid
$2,222,884
Administrative expenses
$14,139
Total expenses
$2,237,023
Net increase / (decrease)
$4,347,433

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
FiduciaryfirstSERVICE PROVIDER$0$78,6062023
Voya Retirement Insurance & AnnuityRECORDKEEPER$14,139$02023

Related Form 5500 pages