401k Plan data: YPI SAVINGS AND RETIREMENT PLAN plan

YPI SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan Name	YPI SAVINGS AND RETIREMENT PLAN
Plan identification number	002

YPI SAVINGS AND RETIREMENT PLAN Benefits

401k Plan Type

Defined 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.
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

YOUTH POLICY INSTITUTE WELFARE BENEFITS PLAN has sponsored the creation of one or more 401k plans.

Company Name: YOUTH POLICY INSTITUTE WELFARE BENEFITS PLAN

Employer identification number (EIN): 521278339

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YPI SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 JASON M. RUND, CHAPTER 7 TRUSTEE 2020-10-08 JASON M. RUND, CHAPTER 7 TRUSTEE 2020-10-08
002 2018-01-01 DANIEL GRUNFELD 2019-10-10
002 2017-01-01
002 2016-01-01
002 2015-05-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01	JASON M. RUND, CHAPTER 7 TRUSTEE	2020-10-08	JASON M. RUND, CHAPTER 7 TRUSTEE	2020-10-08
002	2018-01-01	DANIEL GRUNFELD	2019-10-10
002	2017-01-01
002	2016-01-01
002	2015-05-01

Plan Statistics for YPI SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for YPI SAVINGS AND RETIREMENT PLAN

Measure Date Value
2019: YPI SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 592
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 330
Total of all active and inactive participants 2019-01-01 330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 330
Number of participants with account balances 2019-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: YPI SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 399
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 99
Total of all active and inactive participants 2018-01-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 501
Number of participants with account balances 2018-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: YPI SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 437
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 377
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 67
Total of all active and inactive participants 2017-01-01 445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 445
Number of participants with account balances 2017-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: YPI SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 341
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 37
Total of all active and inactive participants 2016-01-01 378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 378
Number of participants with account balances 2016-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: YPI SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 318
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 313
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 9
Total of all active and inactive participants 2015-05-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 322
Number of participants with account balances 2015-05-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 0

Measure	Date	Value
2019: YPI SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	592
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	330
Total of all active and inactive participants	2019-01-01	330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	330
Number of participants with account balances	2019-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: YPI SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	399
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	99
Total of all active and inactive participants	2018-01-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	501
Number of participants with account balances	2018-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: YPI SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	437
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	377
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	67
Total of all active and inactive participants	2017-01-01	445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	445
Number of participants with account balances	2017-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: YPI SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	341
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	37
Total of all active and inactive participants	2016-01-01	378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	378
Number of participants with account balances	2016-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: YPI SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	318
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	313
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	9
Total of all active and inactive participants	2015-05-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	322
Number of participants with account balances	2015-05-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	0

Financial Data on YPI SAVINGS AND RETIREMENT PLAN

Measure	Date	Value
2019 : YPI SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,420,841
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$483,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$479,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$740,529
Value of total assets at end of year	2019-12-31	$3,582,342
Value of total assets at beginning of year	2019-12-31	$2,644,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,000
Total interest from all sources	2019-12-31	$2,100
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$183,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$183,752
Administrative expenses professional fees incurred	2019-12-31	$4,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$426,886
Participant contributions at end of year	2019-12-31	$80,411
Participant contributions at beginning of year	2019-12-31	$56,593
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,071
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$937,492
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,582,342
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,644,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,501,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,588,257
Interest on participant loans	2019-12-31	$2,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$494,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$310,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$479,349
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2019-12-31	300840934
2018 : YPI SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$724,378
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$93,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$88,966
Value of total corrective distributions	2018-12-31	$1,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$925,864
Value of total assets at end of year	2018-12-31	$2,644,850
Value of total assets at beginning of year	2018-12-31	$2,013,606
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,250
Total interest from all sources	2018-12-31	$1,216
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$193,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$193,295
Administrative expenses professional fees incurred	2018-12-31	$2,250
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$491,265
Participant contributions at end of year	2018-12-31	$56,593
Participant contributions at beginning of year	2018-12-31	$16,909
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$84,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$631,244
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,644,850
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,013,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,588,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,996,697
Interest on participant loans	2018-12-31	$1,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-395,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$350,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$88,966
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2018-12-31	300840934
2017 : YPI SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,142,662
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$200,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$197,396
Value of total corrective distributions	2017-12-31	$37
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$847,294
Value of total assets at end of year	2017-12-31	$2,013,606
Value of total assets at beginning of year	2017-12-31	$1,071,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,274
Total interest from all sources	2017-12-31	$658
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$69,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$69,037
Administrative expenses professional fees incurred	2017-12-31	$3,274
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$489,486
Participant contributions at end of year	2017-12-31	$16,909
Participant contributions at beginning of year	2017-12-31	$16,356
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$13,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$941,955
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,013,606
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,071,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,996,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,055,295
Interest on participant loans	2017-12-31	$658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$225,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$344,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$197,396
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2017-12-31	300840934
2016 : YPI SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$751,217
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$30,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$29,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$688,245
Value of total assets at end of year	2016-12-31	$1,071,651
Value of total assets at beginning of year	2016-12-31	$351,311
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,200
Total interest from all sources	2016-12-31	$264
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$42,897
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$42,897
Administrative expenses professional fees incurred	2016-12-31	$1,200
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$75,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$410,218
Participant contributions at end of year	2016-12-31	$16,356
Participant contributions at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$720,340
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,071,651
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$351,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,055,295
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$351,311
Interest on participant loans	2016-12-31	$264
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$19,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$274,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$29,677
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2016-12-31	300840934
2015 : YPI SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$353,116
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$359,093
Value of total assets at end of year	2015-12-31	$351,311
Value of total assets at beginning of year	2015-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$150
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$17,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$17,271
Administrative expenses professional fees incurred	2015-12-31	$150
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$75,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$185,657
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$58,806
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$351,311
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$351,311
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$351,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-23,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$114,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,655
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	PENSION ASSURANCE LLP
Accountancy firm EIN	2015-12-31	300840934

Form 5500 Responses for YPI SAVINGS AND RETIREMENT PLAN

2019: YPI SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: YPI SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: YPI SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: YPI SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: YPI SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	First time form 5500 has been submitted	Yes
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes

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Company Name:	YOUTH POLICY INSTITUTE WELFARE BENEFITS PLAN
Employer identification number (EIN):	521278339
NAIC Classification:	611000