· 2022–2024 · DOL EFAST2

Young & PATE, Inc. — Young & PATE, Inc. Retirement, Form 5500 (2023)

Original filing (PDF)20241015111533NAL0029369553001

Young & PATE, Inc.

Form 5500-SF

FILING_RECEIVED

Young & PATE, Inc. Retirement Plan

401(k) retirement plan · Young & PATE, Inc.'s Young & PATE, Inc. Retirement Plan held $116K in plan assets for 66 participants in 2023.

Active participants

66

Accounts w/ balance

23

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

Plan health score

Above-average plan

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

27

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

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

Decision-maker contacts

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

Plan sponsor

Name

YOUNG & PATE, INC.

EIN

47-5664763all filings

Address

1515 HIGHWAY 17 NORTH · EAGLE LAKE, FL · 33839

Phone

(863) 294-7749

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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