2023 Form 5500 filing — 401(K) Profit Sharing Plan For Employees Of West Yavapai Guidance Clinic D/B/A Polara Health
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 20250415182420NAL0003788993001) for 401(K) Profit Sharing Plan For Employees Of West Yavapai Guidance Clinic D/B/A Polara Health, reported by West Yavapai Guidance Clinic D under EIN 86-0206928 and plan number 001. It reports 554 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)$13MReported net assets$13,048,653
Participants554
Provider compensation$5.3K1 Schedule C row(s)$5,345
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250415182420NAL0003788993001
- Plan sponsor
- West Yavapai Guidance Clinic D
- EIN
- 86-0206928
- Plan number
- 001
- Location
- Prescott Valley, AZ
- Received date
- not reported in the loaded dataset
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)$13M total assets
Net assets$13MLiabilities$0
Full reported line items
- Total assets (EOY)
- $13,048,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,048,653
- Employer contributions
- $271,797
- Participant contributions
- $744,109
- Total income / additions
- $2,720,905
- Benefits paid
- $1,862,545
- Administrative expenses
- $5,345
- Total expenses
- $1,867,890
- Net increase / (decrease)
- $853,015
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $5,345 | $0 |