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THE NEW YCAPP, INC. CASH BALANCE PLAN 401k Plan overview

Plan NameTHE NEW YCAPP, INC. CASH BALANCE PLAN
Plan identification number 002

THE NEW YCAPP, INC. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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 NEW Y-CAPP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE NEW Y-CAPP, INC.
Employer identification number (EIN):542012609
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about THE NEW Y-CAPP, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1998-05-01
Company Identification Number: 0502295
Legal Registered Office Address: 1500 BROOK ROAD

RICHMOND
United States of America (USA)
23220

More information about THE NEW Y-CAPP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW YCAPP, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DONNA PIERCE-BAYLOR2024-10-14
0022022-01-01DONNA PIERCE-BAYLOR2023-09-29

Financial Data on THE NEW YCAPP, INC. CASH BALANCE PLAN

Measure Date Value
2025 : THE NEW YCAPP, INC. CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-230
Total liabilities as of the end of the plan year2025-09-230
Total liabilities as of the beginning of the plan year2025-09-230
Total expenses incurred by plan in this plan year2025-09-23101828
Net assets as of the end of the plan year2025-09-23777657
Total assets as of the beginning of the plan year2025-09-23749870
Participant contributions to plan in this plan year2025-09-230
Other expenses paid from plan in this plan year2025-09-23101828
Other contributions to plan in this plan year2025-09-230
Other income to plan in this plan year2025-09-2382753
Plan net income in this plan year2025-09-2327787
Net assets as of the end of the plan year2025-09-23777657
Net assets as of the beginning of the plan year2025-09-23749870
Employer contributions to plan in this plan year2025-09-2346862
Fees paid to broker by Benefit Provider2025-09-233054
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-230
Total transfers to/from plan in this plan year2025-09-220
Total liabilities as of the end of the plan year2025-09-220
Total liabilities as of the beginning of the plan year2025-09-220
Total expenses incurred by plan in this plan year2025-09-22101828
Net assets as of the end of the plan year2025-09-22749870
Total assets as of the beginning of the plan year2025-09-22525346
Participant contributions to plan in this plan year2025-09-220
Other expenses paid from plan in this plan year2025-09-22101828
Other contributions to plan in this plan year2025-09-220
Other income to plan in this plan year2025-09-2272085
Plan net income in this plan year2025-09-22224524
Net assets as of the end of the plan year2025-09-22749870
Net assets as of the beginning of the plan year2025-09-22525346
Employer contributions to plan in this plan year2025-09-22254267
Fees paid to broker by Benefit Provider2025-09-223055
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-220
2024 : THE NEW YCAPP, INC. CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-140
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-140
Total expenses incurred by plan in this plan year2024-10-14101828
Net assets as of the end of the plan year2024-10-14797925
Total assets as of the beginning of the plan year2024-10-14525346
Participant contributions to plan in this plan year2024-10-140
Other expenses paid from plan in this plan year2024-10-14101828
Other contributions to plan in this plan year2024-10-140
Other income to plan in this plan year2024-10-1472084
Plan net income in this plan year2024-10-14272579
Net assets as of the end of the plan year2024-10-14797925
Net assets as of the beginning of the plan year2024-10-14525346
Employer contributions to plan in this plan year2024-10-14302323
Fees paid to broker by Benefit Provider2024-10-143055
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-140

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