How big is Yogis Inc.'s plan?

Yogis Inc.'s plan reported $3.2M in assets and 21 participants for 2024.

Original filing (PDF)20251008140131NAL0013936626001

Yogis Inc.

Name: Yogis Inc. — YOGI'S Inc. 401(k) Plan, Form 5500 (2024)
Creator: Yogis Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

YOGI'S Inc. 401(k) Plan

401(k) retirement plan · Yogis Inc.'s YOGI'S Inc. 401(k) Plan held $3.2M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Justin Somerville signed Yogis Inc.'s 2024 Form 5500 as plan administrator.

Justin Somerville — 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

Yogis Inc.'s EIN is 42-1309225.

EIN 42-1309225

Plan number 001

Plan year 2024

ACK ID 20251008140131NAL0013936626001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

YOGIS INC.

EIN

all filings

Address

260 WELTER DRIVE · MONTICELLO, IA · 52310

Phone

(319) 465-5500

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

Rowe Truck Equipment Inc.

Rowe Truck Equipment Inc. 401(k) Profit Sharing Plan

$3.2M · 71 participants

Lighthouse Marine Distributors

Lighthouse Marine Distributors 401(k) Profit Sharing Plan & Trust

$3.2M

Ricks Motorsport Electrics, Inc.

Rick's Motorsport Electrics, Inc. Profit Sharing Plan

$3.2M · 28 participants

Suburban CAPS

Suburban CAPS Inc. 401(k) Profit Sharing Plan and Trust

$3.1M · 6 participants

Three GUYS Garage, Inc. DBA Roadster Shop

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.