MICHAEL F. YATES & COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN
401k plan membership statisitcs for MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN
| Measure | Date | Value |
|---|
| 2023: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 4 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 5 |
| Total of all active and inactive participants | 2023-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 10 |
| Number of participants with account balances | 2023-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 5 |
| Total of all active and inactive participants | 2022-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 12 |
| Number of participants with account balances | 2022-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 5 |
| Total of all active and inactive participants | 2021-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 12 |
| Number of participants with account balances | 2021-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 5 |
| Total of all active and inactive participants | 2020-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 12 |
| Number of participants with account balances | 2020-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
| 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 | 5 |
| Total of all active and inactive participants | 2019-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 12 |
| Number of participants with account balances | 2019-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 13 |
| Number of participants with account balances | 2018-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 13 |
| Number of participants with account balances | 2017-01-01 | 13 |
| 2016: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6 |
| 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 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 11 |
| Number of participants with account balances | 2015-01-01 | 11 |
| 2014: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 11 |
| Number of participants with account balances | 2014-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 3 |
| Total of all active and inactive participants | 2011-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 10 |
| Number of participants with account balances | 2011-01-01 | 10 |
| 2010: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
| Total of all active and inactive participants | 2010-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 10 |
| Number of participants with account balances | 2010-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 10 |
| Number of participants with account balances | 2009-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $552,453 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,305,353 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $1,305,353 |
| Total plan assets at end of year | 2023-12-31 | $1,677,054 |
| Total plan assets at beginning of year | 2023-12-31 | $2,429,954 |
| Value of fidelity bond covering the plan | 2023-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $44,671 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $496,979 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $-752,900 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $1,677,054 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,429,954 |
| Assets. Value of participant loans | 2023-12-31 | $17,605 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $10,803 |
| 2022 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-576,696 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $107,333 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $107,333 |
| Total plan assets at end of year | 2022-12-31 | $2,429,954 |
| Total plan assets at beginning of year | 2022-12-31 | $3,113,983 |
| Value of fidelity bond covering the plan | 2022-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $95,589 |
| Other income received | 2022-12-31 | $-686,492 |
| Net income (gross income less expenses) | 2022-12-31 | $-684,029 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,429,954 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,113,983 |
| Assets. Value of participant loans | 2022-12-31 | $23,321 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $14,207 |
| 2021 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $602,836 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $125,390 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $125,390 |
| Total plan assets at end of year | 2021-12-31 | $3,113,983 |
| Total plan assets at beginning of year | 2021-12-31 | $2,636,537 |
| Value of fidelity bond covering the plan | 2021-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $82,116 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $499,928 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $477,446 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,113,983 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,636,537 |
| Assets. Value of participant loans | 2021-12-31 | $28,704 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $20,792 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $646,823 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $73,440 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $73,440 |
| Total plan assets at end of year | 2020-12-31 | $2,636,537 |
| Total plan assets at beginning of year | 2020-12-31 | $2,063,154 |
| Value of fidelity bond covering the plan | 2020-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $74,203 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $546,700 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $573,383 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,636,537 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,063,154 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $25,920 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $567,634 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $64,671 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $64,671 |
| Total plan assets at end of year | 2019-12-31 | $2,063,154 |
| Total plan assets at beginning of year | 2019-12-31 | $1,560,191 |
| Value of fidelity bond covering the plan | 2019-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $77,376 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $471,776 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $502,963 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,063,154 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,560,191 |
| Assets. Value of participant loans | 2019-12-31 | $567 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $18,482 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $288,312 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $48,450 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $48,450 |
| Total plan assets at end of year | 2018-12-31 | $1,920,376 |
| Total plan assets at beginning of year | 2018-12-31 | $1,680,514 |
| Value of fidelity bond covering the plan | 2018-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $71,506 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $198,000 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $239,862 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,920,376 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,680,514 |
| Assets. Value of participant loans | 2018-12-31 | $7,183 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $18,806 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $370,407 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $92,450 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $92,450 |
| Total plan assets at end of year | 2017-12-31 | $1,680,514 |
| Total plan assets at beginning of year | 2017-12-31 | $1,402,557 |
| Value of fidelity bond covering the plan | 2017-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $70,104 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $281,866 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $277,957 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,680,514 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,402,557 |
| Assets. Value of participant loans | 2017-12-31 | $13,461 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $18,437 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $179,146 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
| Total plan assets at end of year | 2016-12-31 | $1,402,557 |
| Total plan assets at beginning of year | 2016-12-31 | $1,223,411 |
| Value of fidelity bond covering the plan | 2016-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $72,912 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $94,287 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $179,146 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,402,557 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,223,411 |
| Assets. Value of participant loans | 2016-12-31 | $19,419 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $11,947 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $34,711 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $1,223,411 |
| Total plan assets at beginning of year | 2015-12-31 | $1,188,700 |
| Value of fidelity bond covering the plan | 2015-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $74,937 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $-62,359 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $34,711 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,223,411 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,188,700 |
| Assets. Value of participant loans | 2015-12-31 | $25,072 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $22,133 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $163,582 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $1,188,700 |
| Total plan assets at beginning of year | 2014-12-31 | $1,025,118 |
| Value of fidelity bond covering the plan | 2014-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $60,073 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Noncash contributions received | 2014-12-31 | $94,973 |
| Net income (gross income less expenses) | 2014-12-31 | $163,582 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,188,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,025,118 |
| Assets. Value of participant loans | 2014-12-31 | $20,860 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $8,536 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $0 |
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $314,848 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $1,025,118 |
| Total plan assets at beginning of year | 2013-12-31 | $710,270 |
| Value of fidelity bond covering the plan | 2013-12-31 | $8,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $54,431 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $241,000 |
| Noncash contributions received | 2013-12-31 | $0 |
| Net income (gross income less expenses) | 2013-12-31 | $314,848 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,025,118 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $710,270 |
| Assets. Value of participant loans | 2013-12-31 | $8,256 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $19,417 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $152,726 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $710,270 |
| Total plan assets at beginning of year | 2012-12-31 | $557,544 |
| Value of fidelity bond covering the plan | 2012-12-31 | $6,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $59,979 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $78,802 |
| Net income (gross income less expenses) | 2012-12-31 | $152,726 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $710,270 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $557,544 |
| Assets. Value of participant loans | 2012-12-31 | $16,740 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $13,945 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $0 |
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $26,659 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $557,544 |
| Total plan assets at beginning of year | 2011-12-31 | $530,885 |
| Value of fidelity bond covering the plan | 2011-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $48,407 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-35,463 |
| Noncash contributions received | 2011-12-31 | $0 |
| Net income (gross income less expenses) | 2011-12-31 | $26,659 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $557,544 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $530,885 |
| Assets. Value of participant loans | 2011-12-31 | $10,227 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $13,715 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2010 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $129,813 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $530,885 |
| Total plan assets at beginning of year | 2010-12-31 | $401,072 |
| Value of fidelity bond covering the plan | 2010-12-31 | $60,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $48,434 |
| Other income received | 2010-12-31 | $67,828 |
| Net income (gross income less expenses) | 2010-12-31 | $129,813 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $530,885 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $401,072 |
| Assets. Value of participant loans | 2010-12-31 | $11,538 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,551 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2023: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION 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: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION 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: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION 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: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION 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: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MICHAEL F. YATES & COMPANY, INC. CAPITAL ACCUMULATION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
