401k Plan data: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST plan

YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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

YOUNG & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.

Company Name: YOUNG & ASSOCIATES, INC.

Employer identification number (EIN): 341312801

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 NICK RICE 2024-07-12
001 2022-01-01 SHIRLEY HORNER 2023-08-31
001 2021-01-01 SHIRLEY HORNER 2022-08-17
001 2020-01-01 RACHEL DISKO 2021-08-03 RACHEL DISKO 2021-08-03
001 2019-01-01 SHARON JEFFRIES 2020-09-02 SHARON JEFFRIES 2020-09-02
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 JAMES KLEINFELTER JAMES KLEINFELTER 2015-05-29
001 2013-01-01 JAMES KLEINFELTER JAMES KLEINFELTER 2014-04-14
001 2012-01-01 JAMES KLEINFELTER JAMES KLEINFELTER 2013-06-17
001 2011-01-01 JAMES KLEINFELTER JAMES KLEINFELTER 2012-06-14
001 2010-01-01 JAMES KLEINFELTER JAMES KLEINFELTER 2011-07-11
001 2009-01-01 JAMES E. KLEINFELTER JAMES E. KLEINFELTER 2010-08-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	NICK RICE	2024-07-12
001	2022-01-01	SHIRLEY HORNER	2023-08-31
001	2021-01-01	SHIRLEY HORNER	2022-08-17
001	2020-01-01	RACHEL DISKO	2021-08-03	RACHEL DISKO	2021-08-03
001	2019-01-01	SHARON JEFFRIES	2020-09-02	SHARON JEFFRIES	2020-09-02
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	JAMES KLEINFELTER		JAMES KLEINFELTER	2015-05-29
001	2013-01-01	JAMES KLEINFELTER		JAMES KLEINFELTER	2014-04-14
001	2012-01-01	JAMES KLEINFELTER		JAMES KLEINFELTER	2013-06-17
001	2011-01-01	JAMES KLEINFELTER		JAMES KLEINFELTER	2012-06-14
001	2010-01-01	JAMES KLEINFELTER		JAMES KLEINFELTER	2011-07-11
001	2009-01-01	JAMES E. KLEINFELTER		JAMES E. KLEINFELTER	2010-08-03

Plan Statistics for YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2018: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 39
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 7
Total of all active and inactive participants 2018-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 46
Number of participants with account balances 2018-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 39
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 7
Total of all active and inactive participants 2017-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 46
Number of participants with account balances 2017-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 38
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 12
Total of all active and inactive participants 2016-01-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 50
Number of participants with account balances 2016-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 43
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 10
Total of all active and inactive participants 2015-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 53
Number of participants with account balances 2015-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 46
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 6
Total of all active and inactive participants 2014-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 52
Number of participants with account balances 2014-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 36
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 10
Total of all active and inactive participants 2013-01-01 46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 46
Number of participants with account balances 2013-01-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 37
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 11
Total of all active and inactive participants 2012-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 49
Number of participants with account balances 2012-01-01 44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 46
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 33
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 12
Total of all active and inactive participants 2011-01-01 45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 46
Number of participants with account balances 2011-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 35
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 6
Total of all active and inactive participants 2010-01-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 41
Number of participants with account balances 2010-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
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 9
Total of all active and inactive participants 2009-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 40
Number of participants with account balances 2009-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	39
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	7
Total of all active and inactive participants	2018-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	46
Number of participants with account balances	2018-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	39
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	7
Total of all active and inactive participants	2017-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	46
Number of participants with account balances	2017-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	38
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	12
Total of all active and inactive participants	2016-01-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	50
Number of participants with account balances	2016-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	43
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	10
Total of all active and inactive participants	2015-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	53
Number of participants with account balances	2015-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	46
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	6
Total of all active and inactive participants	2014-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	52
Number of participants with account balances	2014-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	36
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	10
Total of all active and inactive participants	2013-01-01	46
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	46
Number of participants with account balances	2013-01-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	37
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	11
Total of all active and inactive participants	2012-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	49
Number of participants with account balances	2012-01-01	44
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	46
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	33
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	12
Total of all active and inactive participants	2011-01-01	45
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	46
Number of participants with account balances	2011-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	35
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	6
Total of all active and inactive participants	2010-01-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	41
Number of participants with account balances	2010-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
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	9
Total of all active and inactive participants	2009-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	40
Number of participants with account balances	2009-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2018 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$87,158
Expenses. Total of all expenses incurred	2018-12-31	$656,540
Benefits paid (including direct rollovers)	2018-12-31	$655,072
Total plan assets at end of year	2018-12-31	$2,589,971
Total plan assets at beginning of year	2018-12-31	$3,159,353
Value of fidelity bond covering the plan	2018-12-31	$315,936
Total contributions received or receivable from participants	2018-12-31	$213,533
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$3,650
Other income received	2018-12-31	$-130,025
Net income (gross income less expenses)	2018-12-31	$-569,382
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,589,971
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,159,353
Assets. Value of participant loans	2018-12-31	$24,718
Total contributions received or receivable from employer(s)	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$1,468
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$655,169
Expenses. Total of all expenses incurred	2017-12-31	$264,486
Benefits paid (including direct rollovers)	2017-12-31	$260,505
Total plan assets at end of year	2017-12-31	$3,159,353
Total plan assets at beginning of year	2017-12-31	$2,768,670
Value of fidelity bond covering the plan	2017-12-31	$315,935
Total contributions received or receivable from participants	2017-12-31	$176,033
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	$408,408
Net income (gross income less expenses)	2017-12-31	$390,683
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,159,353
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,768,670
Assets. Value of participant loans	2017-12-31	$35,246
Total contributions received or receivable from employer(s)	2017-12-31	$70,728
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$3,981
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$420,632
Expenses. Total of all expenses incurred	2016-12-31	$250,693
Benefits paid (including direct rollovers)	2016-12-31	$246,457
Total plan assets at end of year	2016-12-31	$2,768,670
Total plan assets at beginning of year	2016-12-31	$2,598,731
Value of fidelity bond covering the plan	2016-12-31	$259,873
Total contributions received or receivable from participants	2016-12-31	$145,362
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	$220,445
Net income (gross income less expenses)	2016-12-31	$169,939
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,768,670
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,598,731
Assets. Value of participant loans	2016-12-31	$34,555
Total contributions received or receivable from employer(s)	2016-12-31	$54,825
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,236
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$194,913
Expenses. Total of all expenses incurred	2015-12-31	$52,542
Benefits paid (including direct rollovers)	2015-12-31	$52,196
Total plan assets at end of year	2015-12-31	$2,598,731
Total plan assets at beginning of year	2015-12-31	$2,456,360
Value of fidelity bond covering the plan	2015-12-31	$245,636
Total contributions received or receivable from participants	2015-12-31	$149,714
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	$-18,294
Net income (gross income less expenses)	2015-12-31	$142,371
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,598,731
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,456,360
Assets. Value of participant loans	2015-12-31	$20,059
Total contributions received or receivable from employer(s)	2015-12-31	$63,493
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$346
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$323,991
Expenses. Total of all expenses incurred	2014-12-31	$11,685
Benefits paid (including direct rollovers)	2014-12-31	$11,092
Total plan assets at end of year	2014-12-31	$2,456,360
Total plan assets at beginning of year	2014-12-31	$2,144,054
Value of fidelity bond covering the plan	2014-12-31	$214,405
Total contributions received or receivable from participants	2014-12-31	$128,833
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$135,202
Net income (gross income less expenses)	2014-12-31	$312,306
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,456,360
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,144,054
Assets. Value of participant loans	2014-12-31	$24,201
Total contributions received or receivable from employer(s)	2014-12-31	$59,956
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$593
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$520,745
Expenses. Total of all expenses incurred	2013-12-31	$54,860
Benefits paid (including direct rollovers)	2013-12-31	$53,635
Total plan assets at end of year	2013-12-31	$2,144,054
Total plan assets at beginning of year	2013-12-31	$1,678,169
Value of fidelity bond covering the plan	2013-12-31	$167,817
Total contributions received or receivable from participants	2013-12-31	$133,419
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$320,656
Net income (gross income less expenses)	2013-12-31	$465,885
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,144,054
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,678,169
Assets. Value of participant loans	2013-12-31	$9,390
Total contributions received or receivable from employer(s)	2013-12-31	$66,670
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,225
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$330,248
Expenses. Total of all expenses incurred	2012-12-31	$130,038
Benefits paid (including direct rollovers)	2012-12-31	$128,402
Total plan assets at end of year	2012-12-31	$1,678,169
Total plan assets at beginning of year	2012-12-31	$1,477,959
Value of fidelity bond covering the plan	2012-12-31	$147,796
Total contributions received or receivable from participants	2012-12-31	$110,384
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$188,659
Net income (gross income less expenses)	2012-12-31	$200,210
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,678,169
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,477,959
Assets. Value of participant loans	2012-12-31	$11,398
Total contributions received or receivable from employer(s)	2012-12-31	$31,205
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,636
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$126,930
Expenses. Total of all expenses incurred	2011-12-31	$79,647
Benefits paid (including direct rollovers)	2011-12-31	$79,597
Total plan assets at end of year	2011-12-31	$1,477,959
Total plan assets at beginning of year	2011-12-31	$1,430,676
Value of fidelity bond covering the plan	2011-12-31	$143,068
Total contributions received or receivable from participants	2011-12-31	$116,525
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-58,079
Net income (gross income less expenses)	2011-12-31	$47,283
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,477,959
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,430,676
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$68,484
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$330,778
Expenses. Total of all expenses incurred	2010-12-31	$46,234
Benefits paid (including direct rollovers)	2010-12-31	$45,458
Total plan assets at end of year	2010-12-31	$1,430,676
Total plan assets at beginning of year	2010-12-31	$1,146,132
Value of fidelity bond covering the plan	2010-12-31	$114,615
Total contributions received or receivable from participants	2010-12-31	$103,238
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$141,217
Net income (gross income less expenses)	2010-12-31	$284,544
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,430,676
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,146,132
Assets. Value of participant loans	2010-12-31	$152
Total contributions received or receivable from employer(s)	2010-12-31	$86,323
Value of certain deemed distributions of participant loans	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$776
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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

Form 5500 Responses for YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2018: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: YOUNG & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

875113

Policy instance

Insurance contract or identification number	875113
Number of Individuals Covered	49
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-13
Total amount of commissions paid to insurance broker	USD $11,798
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,798
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

YH4118

Policy instance

Insurance contract or identification number	YH4118
Number of Individuals Covered	48
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

875113

Policy instance

Insurance contract or identification number	875113
Number of Individuals Covered	46
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,212
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,212
Insurance broker organization code?	3
Insurance broker name	UBS FINANCIAL SERVICES INSURANCE

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Company Name:	YOUNG & ASSOCIATES, INC.
Employer identification number (EIN):	341312801
NAIC Classification:	523900