· 2022–2024 · DOL EFAST2

YOUNG AND ASSOCIATES, INC. — YOUNG AND ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250915095847NAL0002670978001

YOUNG AND ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

YOUNG AND ASSOCIATES, INC., 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$919K

Net assets (EOY)

$919K

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

91

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

YOUNG AND ASSOCIATES, INC.

EIN

82-0473746all filings

Address

450 B STREET · IDAHO FALLS, ID · 83402

Phone

(208) 523-7900

Industry

Finance & Insurancesee all

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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

INSIGHT FINANCIAL SERVICES, INC.

INSIGHT FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN

$919K · 6 participants

LCW SERVICES, LLC D/B/A ALTURA WEALTH ADVISORS

ALTURA WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

$920K · 5 participants

PATEL WEALTH MANAGEMENT, LLC

PATEL WEALTH MANAGEMENT, LLC CASH BALANCE PLAN

$919K · 4 participants

TRINITY DIRECT, LLC

TRINITY DIRECT 401(K) PROFIT SHARING PLAN

$919K · 10 participants

ABIGAIL, INC. 401(K) PS PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.