How big is YB Financial Services Inc.'s plan?

YB Financial Services Inc.'s plan reported $39K in assets and 4 participants for 2024.

Original filing (PDF)20250717135823NAL0000389665001

YB Financial Services Inc.

Name: YB Financial Services Inc. — 7260 Insurance 401(k), Form 5500 (2024)
Creator: YB Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

7260 Insurance 401(k) Plan

401(k) retirement plan · YB Financial Services Inc.'s 7260 Insurance 401(k) Plan held $39K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

People on this filing

Marcus Bowie signed YB Financial Services Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

YB Financial Services Inc.'s EIN is 27-0671749.

EIN 27-0671749

Plan number 001

Plan year 2024

ACK ID 20250717135823NAL0000389665001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for YB Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

YB Financial Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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