Original filing (PDF)20250722192905NAL0001457267001

YM FINANCIAL & ESTATE PLANNING

Name: YM FINANCIAL & ESTATE PLANNING — YM FINANCIAL & ESTATE PLANNING 401K PLAN, Form 5500 (2024)
Creator: YM FINANCIAL & ESTATE PLANNING

Form 5500-SF

FILING_RECEIVED

YM FINANCIAL & ESTATE PLANNING 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for YM FINANCIAL & ESTATE PLANNING.

Plan sponsor

Name

YM FINANCIAL & ESTATE PLANNING

EIN

22-3184607

Address

101 GIBRALTAR DR STE 3A · MORRIS PLAINS, NJ · 079501287

Phone

(973) 605-2000

Industry

Finance & Insurancesee all

Plan administrator

Name

YM FINANCIAL & ESTATE PLANNING

EIN

22-3184607

City

MORRIS PLAINS, NJ

Phone

(973) 605-2000

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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