2023 Form 5500 filing — West Yost & Associates Profit Sharing 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 20241011173850NAL0011237587001) for West Yost & Associates Profit Sharing 401(K) Plan, reported by West Yost & Associates, Inc. under EIN 68-0370826 and plan number 002. It reports 278 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$43.4MReported net assets$43,393,631

Participants278

Provider compensation$151.8K2 Schedule C row(s)$151,803

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011173850NAL0011237587001
Plan sponsor: West Yost & Associates, Inc.
EIN: 68-0370826
Plan number: 002
Location: Davis, CA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$43.4M total assets

Net assets$43.4MLiabilities$0

Money in vs. money out

Total income / additions$11M

Total expenses$2.2M

Benefits paid / distributions$2.1M

Contributions

Employer$1.4M

Participant$2.6M

Full reported line items

Total assets (EOY): $43,393,631
Total liabilities (EOY): $0
Net assets (EOY): $43,393,631
Employer contributions: $1,403,424
Participant contributions: $2,621,351
Total income / additions: $11,028,674
Benefits paid: $2,094,911
Administrative expenses: $58,040
Total expenses: $2,155,920
Net increase / (decrease): $8,872,754

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Capfinancial Partners LLC$93.8K
INVESTMENT ADVISORY · Direct $0 · Indirect $93.8K
2
Principal Life Insurance Company$58K
CONTRACT ADMINISTRATOR · Direct $58K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011173850NAL0011237587001 cover?: It is the 2023 Form 5500 filing for West Yost & Associates Profit Sharing 401(K) Plan, reported by West Yost & Associates, Inc. (EIN 68-0370826).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).