How big is Yocum Associates, P.C.'s plan?

Yocum Associates, P.C.'s plan reported $8.5M in assets and 14 participants for 2024.

Original filing (PDF)20251230150213NAL0030355344001

Yocum Associates, P.C.

Name: Yocum Associates, P.C. — Yocum Associates, P.C., Form 5500 (2024)
Creator: Yocum Associates, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Yocum Associates, P.C. 401(k) Plan

401(k) retirement plan · Yocum Associates, P.C.'s Yocum Associates, P.C. 401(k) Plan held $8.5M in plan assets for 14 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Jeffrey Yocum signed Yocum Associates, P.C.'s 2024 Form 5500 as plan administrator.

Jeffrey Yocum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Yocum Associates, P.C.'s EIN is 23-2260273.

EIN 23-2260273

Plan number 002

Plan year 2024

ACK ID 20251230150213NAL0030355344001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Yocum Associates, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Yocum Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for YOCUM ASSOCIATES, P.C..

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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