2023 Form 5500 filing — Pascua Yaqui Tribe Enterprise 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240920121747NAL0007460561001) for Pascua Yaqui Tribe Enterprise 401(K) Plan, reported by Pascua Yaqui Tribe under EIN 86-0203228 and plan number 003. It reports 2,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920121747NAL0007460561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pascua Yaqui Tribe
- EIN
- 86-0203228
- Plan number
- 003
- Location
- Tucson, AZ
- Participants
- 2,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $66,846,549
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $66,846,549
- Employer contributions
- $3,406,677
- Participant contributions
- $2,988,496
- Total income / additions
- $16,285,475
- Benefits paid
- $5,058,365
- Administrative expenses
- $60,338
- Total expenses
- $5,123,528
- Net increase / (decrease)
- $11,161,947
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $88,537 | $0 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |