2023 Form 5500 filing — Yavapai Prescott Indian Tribe Employee Savings And Retirement 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 20241010173123NAL0010302931001) for Yavapai Prescott Indian Tribe Employee Savings And Retirement Plan, reported by Yavapai Prescott Indian Tribe under EIN 82-0300206 and plan number 001. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010173123NAL0010302931001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yavapai Prescott Indian Tribe
- EIN
- 82-0300206
- Plan number
- 001
- Location
- Prescott, AZ
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,245,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,245,687
- Employer contributions
- $357,055
- Participant contributions
- $1,472,054
- Total income / additions
- $3,239,381
- Benefits paid
- $984,053
- Administrative expenses
- $45,977
- Total expenses
- $1,030,030
- Net increase / (decrease)
- $2,209,351
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Rescue Strategies, Inc. | NONE | $24,998 | not reported in the loaded dataset |
| Stancorp Financial Group | NONE | $20,974 | $2,995 |