JOHN A. YATES SR. & CHARLOTTE G. YATES LEGACY, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOHN A. YATES SR. & CHARLOTTE G. YATES LEGACY, LLC 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : JOHN A. YATES SR. & CHARLOTTE G. YATES LEGACY, LLC 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-03 | 249992 |
| Net assets as of the end of the plan year | 2025-10-03 | 10994773 |
| Total assets as of the beginning of the plan year | 2025-10-03 | 8681718 |
| Value of plan covered by a fidelity bond | 2025-10-03 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-03 | 331418 |
| Value of participant loans at end of plan year | 2025-10-03 | 74803 |
| Other income to plan in this plan year | 2025-10-03 | 1531146 |
| Plan net income in this plan year | 2025-10-03 | 2313055 |
| Net assets as of the end of the plan year | 2025-10-03 | 10994773 |
| Net assets as of the beginning of the plan year | 2025-10-03 | 8681718 |
| Employer contributions to plan in this plan year | 2025-10-03 | 700483 |
| Fees paid to broker by Benefit Provider | 2025-10-03 | 24136 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-03 | 2311 |
| 2024 : JOHN A. YATES SR. & CHARLOTTE G. YATES LEGACY, LLC 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-09-27 | 3363244 |
| Net assets as of the end of the plan year | 2024-09-27 | 8681718 |
| Total assets as of the beginning of the plan year | 2024-09-27 | 8335375 |
| Value of plan covered by a fidelity bond | 2024-09-27 | 500000 |
| Participant contributions to plan in this plan year | 2024-09-27 | 307667 |
| Value of participant loans at end of plan year | 2024-09-27 | 67196 |
| Other contributions to plan in this plan year | 2024-09-27 | 1619765 |
| Other income to plan in this plan year | 2024-09-27 | 1241671 |
| Plan net income in this plan year | 2024-09-27 | 346343 |
| Net assets as of the end of the plan year | 2024-09-27 | 8681718 |
| Net assets as of the beginning of the plan year | 2024-09-27 | 8335375 |
| Employer contributions to plan in this plan year | 2024-09-27 | 540484 |
| Fees paid to broker by Benefit Provider | 2024-09-27 | 15369 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-09-27 | 802 |
| 2022 : JOHN A. YATES SR. & CHARLOTTE G. YATES LEGACY, LLC 401K PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-30 | 585980 |
| Net assets as of the end of the plan year | 2022-06-30 | 9920978 |
| Total assets as of the beginning of the plan year | 2022-06-30 | 7899498 |
| Value of plan covered by a fidelity bond | 2022-06-30 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-30 | 245460 |
| Value of participant loans at end of plan year | 2022-06-30 | 36845 |
| Other contributions to plan in this plan year | 2022-06-30 | 10447 |
| Other income to plan in this plan year | 2022-06-30 | 1939844 |
| Plan net income in this plan year | 2022-06-30 | 2021480 |
| Net assets as of the end of the plan year | 2022-06-30 | 9920978 |
| Net assets as of the beginning of the plan year | 2022-06-30 | 7899498 |
| Employer contributions to plan in this plan year | 2022-06-30 | 411709 |
| Fees paid to broker by Benefit Provider | 2022-06-30 | 22193 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-30 | 834 |
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