How big is YM Financial & Estate Planning's plan?

YM Financial & Estate Planning's plan reported $1.2M in assets and 1 participants for 2025.

Original filing (PDF)20260415100124NAL0026057536001

YM Financial & Estate Planning

Name: YM Financial & Estate Planning — YM Financial &, Form 5500 (2025)
Creator: YM Financial & Estate Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YM Financial & Estate Planning 401(k) Plan

Defined-contribution retirement plan · YM Financial & Estate Planning's YM Financial & Estate Planning 401(k) Plan held $1.2M in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

YM Financial & Estate Planning's EIN is 22-3184607.

EIN 22-3184607

Plan number 001

Plan year 2025

ACK ID 20260415100124NAL0026057536001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for YM Financial & Estate Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

YM Financial & Estate Planning's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YM FINANCIAL & ESTATE PLANNING.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score