Yeh And Associates, Inc. 401(K) Plan — Form 5500 plan (Yeh And Associates, Inc.)

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, Yeh And Associates, Inc. 401(K) Plan is a benefit plan reported by Yeh And Associates, Inc. under EIN 84-1498347 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $12,777,697 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yeh And Associates, Inc.
EIN
84-1498347
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
160
End-of-year plan assets
$12,777,697

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20241014165038NAL0027905393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,777,697
Total liabilities (EOY)
$0
Net assets (EOY)
$12,777,697
Net assets (BOY)
$11,109,221

Income & contributions

Employer contributions
$293,679
Participant contributions
$769,597
Total contributions
$1,108,324
Total income / additions
$3,023,601

Expenses & distributions

Benefits paid
$1,328,871
Administrative expenses
$26,254
Total expenses
$1,355,125
Net increase / (decrease)
$1,668,476

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Palisade Investments LLCNONE$15,000not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$11,254$02023

Related Form 5500 pages