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THE YORKE AGENCY, INC. 401(K) PLAN 401k Plan overview

Plan NameTHE YORKE AGENCY, INC. 401(K) PLAN
Plan identification number 001

THE YORKE AGENCY, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE YORKE AGENCY, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE YORKE AGENCY, INC.
Employer identification number (EIN):251221257
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE YORKE AGENCY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01BRIAN O. YORKE2014-10-01
0012012-01-01BRIAN O. YORKE2013-09-19
0012011-01-01BRIAN O. YORKE2012-09-06
0012010-01-01BRIAN O. YORKE2011-10-11

Plan Statistics for THE YORKE AGENCY, INC. 401(K) PLAN

401k plan membership statisitcs for THE YORKE AGENCY, INC. 401(K) PLAN

Measure Date Value
2024: THE YORKE AGENCY, INC. 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-08-096
Total number of particpants at end of year2024-08-090
Number of Participants With Account Balances2024-08-090
Total number of particpants at beginning of year2024-08-086
Total number of particpants at end of year2024-08-086
Number of Participants With Account Balances2024-08-084
2022: THE YORKE AGENCY, INC. 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-07-118
Total number of particpants at end of year2022-07-117
Number of Participants With Account Balances2022-07-115

Financial Data on THE YORKE AGENCY, INC. 401(K) PLAN

Measure Date Value
2024 : THE YORKE AGENCY, INC. 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-08-09-243717
Total liabilities as of the end of the plan year2024-08-090
Total liabilities as of the beginning of the plan year2024-08-090
Total expenses incurred by plan in this plan year2024-08-091043
Net assets as of the end of the plan year2024-08-090
Total assets as of the beginning of the plan year2024-08-09236712
Participant contributions to plan in this plan year2024-08-090
Value of participant loans at end of plan year2024-08-090
Other expenses paid from plan in this plan year2024-08-090
Other contributions to plan in this plan year2024-08-090
Other income to plan in this plan year2024-08-098048
Plan net income in this plan year2024-08-097005
Net assets as of the end of the plan year2024-08-090
Net assets as of the beginning of the plan year2024-08-09236712
Employer contributions to plan in this plan year2024-08-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-090
Total transfers to/from plan in this plan year2024-08-080
Total liabilities as of the end of the plan year2024-08-080
Total liabilities as of the beginning of the plan year2024-08-080
Total expenses incurred by plan in this plan year2024-08-0816214
Net assets as of the end of the plan year2024-08-08236712
Total assets as of the beginning of the plan year2024-08-08208862
Participant contributions to plan in this plan year2024-08-085422
Value of participant loans at end of plan year2024-08-0834291
Other expenses paid from plan in this plan year2024-08-080
Other contributions to plan in this plan year2024-08-080
Other income to plan in this plan year2024-08-0831500
Plan net income in this plan year2024-08-0827850
Net assets as of the end of the plan year2024-08-08236712
Net assets as of the beginning of the plan year2024-08-08208862
Employer contributions to plan in this plan year2024-08-087142
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-08180
2022 : THE YORKE AGENCY, INC. 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-110
Total liabilities as of the end of the plan year2022-07-110
Total liabilities as of the beginning of the plan year2022-07-110
Total expenses incurred by plan in this plan year2022-07-110
Net assets as of the end of the plan year2022-07-11215340
Total assets as of the beginning of the plan year2022-07-11159565
Participant contributions to plan in this plan year2022-07-1130160
Value of participant loans at end of plan year2022-07-113348
Other expenses paid from plan in this plan year2022-07-110
Other contributions to plan in this plan year2022-07-110
Other income to plan in this plan year2022-07-1120277
Plan net income in this plan year2022-07-1155775
Net assets as of the end of the plan year2022-07-11215340
Net assets as of the beginning of the plan year2022-07-11159565
Employer contributions to plan in this plan year2022-07-115338
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-110

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