West Yost & Associates Profit Sharing 401(K) Plan — Form 5500 plan (West Yost & Associates, Inc.)

Plain-English plan 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, West Yost & Associates Profit Sharing 401(K) Plan is a benefit plan reported by West Yost & Associates, Inc. under EIN 68-0370826 and plan number 002. The latest loaded filing year is 2023. The filing reports 278 participants and $43,393,631 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
West Yost & Associates, Inc.
EIN
68-0370826
Plan number
002
Plan type
2
Location
Davis, CA
Latest filing year
2023
Participants
278
End-of-year plan assets
$43,393,631

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241011173850NAL0011237587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,393,631
Total liabilities (EOY)
$0
Net assets (EOY)
$43,393,631
Net assets (BOY)
$34,520,877

Income & contributions

Employer contributions
$1,403,424
Participant contributions
$2,621,351
Total contributions
$4,795,064
Total income / additions
$11,028,674

Expenses & distributions

Benefits paid
$2,094,911
Administrative expenses
$58,040
Total expenses
$2,155,920
Net increase / (decrease)
$8,872,754

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners LLCINVESTMENT ADVISORY$0$93,7632023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$58,040$02023

Related Form 5500 pages