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THE DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameTHE DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

THE DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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 DAVID J YVARS GROUP INC has sponsored the creation of one or more 401k plans.

Company Name:THE DAVID J YVARS GROUP INC
Employer identification number (EIN):931744164
NAIC Classification:522292
NAIC Description:Real Estate Credit

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DAVID YVARS2024-06-25

Financial Data on THE DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2025 : THE DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-220
Total liabilities as of the end of the plan year2025-05-220
Total liabilities as of the beginning of the plan year2025-05-220
Total expenses incurred by plan in this plan year2025-05-2219517
Net assets as of the end of the plan year2025-05-223155094
Total assets as of the beginning of the plan year2025-05-222442854
Value of plan covered by a fidelity bond2025-05-22244285
Participant contributions to plan in this plan year2025-05-2287280
Value of participant loans at end of plan year2025-05-2280520
Other expenses paid from plan in this plan year2025-05-220
Other contributions to plan in this plan year2025-05-220
Other income to plan in this plan year2025-05-22556645
Plan net income in this plan year2025-05-22712240
Net assets as of the end of the plan year2025-05-223155094
Net assets as of the beginning of the plan year2025-05-222442854
Employer contributions to plan in this plan year2025-05-2287832
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-2219517
2024 : THE DAVID J YVARS GROUP INC 401(K) PROFIT SHARING PLAN & TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-250
Total liabilities as of the end of the plan year2024-06-250
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-2513596
Net assets as of the end of the plan year2024-06-252442854
Total assets as of the beginning of the plan year2024-06-251755443
Value of plan covered by a fidelity bond2024-06-25200000
Participant contributions to plan in this plan year2024-06-2574850
Value of participant loans at end of plan year2024-06-2549821
Other expenses paid from plan in this plan year2024-06-250
Other contributions to plan in this plan year2024-06-250
Other income to plan in this plan year2024-06-25561361
Plan net income in this plan year2024-06-25687411
Net assets as of the end of the plan year2024-06-252442854
Net assets as of the beginning of the plan year2024-06-251755443
Employer contributions to plan in this plan year2024-06-2564796
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2513596

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