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MICHAEL A. YORK & ASSOCIATES, LLC PROFIT SHARING PLAN 401k Plan overview

Plan NameMICHAEL A. YORK & ASSOCIATES, LLC PROFIT SHARING PLAN
Plan identification number 001

MICHAEL A. YORK & ASSOCIATES, LLC PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MICHAEL A. YORK & ASSOCIATES, LLC has sponsored the creation of one or more 401k plans.

Company Name:MICHAEL A. YORK & ASSOCIATES, LLC
Employer identification number (EIN):812613268
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MICHAEL A. YORK & ASSOCIATES, LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01

Financial Data on MICHAEL A. YORK & ASSOCIATES, LLC PROFIT SHARING PLAN

Measure Date Value
2025 : MICHAEL A. YORK & ASSOCIATES, LLC PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-090
Total liabilities as of the beginning of the plan year2025-10-090
Total expenses incurred by plan in this plan year2025-10-09831
Net assets as of the end of the plan year2025-10-09247568
Total assets as of the beginning of the plan year2025-10-09235227
Participant contributions to plan in this plan year2025-10-090
Other expenses paid from plan in this plan year2025-10-090
Other contributions to plan in this plan year2025-10-090
Other income to plan in this plan year2025-10-0913172
Plan net income in this plan year2025-10-0912341
Net assets as of the end of the plan year2025-10-09247568
Net assets as of the beginning of the plan year2025-10-09235227
Employer contributions to plan in this plan year2025-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-09831
2022 : MICHAEL A. YORK & ASSOCIATES, LLC PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-150
Total liabilities as of the end of the plan year2022-07-150
Total liabilities as of the beginning of the plan year2022-07-150
Total expenses incurred by plan in this plan year2022-07-1590
Net assets as of the end of the plan year2022-07-15269328
Total assets as of the beginning of the plan year2022-07-15237208
Participant contributions to plan in this plan year2022-07-150
Value of participant loans at end of plan year2022-07-150
Other expenses paid from plan in this plan year2022-07-150
Other contributions to plan in this plan year2022-07-150
Other income to plan in this plan year2022-07-1532210
Plan net income in this plan year2022-07-1532120
Net assets as of the end of the plan year2022-07-15269328
Net assets as of the beginning of the plan year2022-07-15237208
Employer contributions to plan in this plan year2022-07-150
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-1590

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