Yavapai Prescott Indian Tribe Employee Savings And Retirement Plan — Form 5500 plan (Yavapai Prescott Indian Tribe)
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, Yavapai Prescott Indian Tribe Employee Savings And Retirement Plan is a benefit plan reported by Yavapai Prescott Indian Tribe under EIN 82-0300206 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $12,245,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Yavapai Prescott Indian Tribe
- EIN
- 82-0300206
- Plan number
- 001
- Plan type
- 2
- Location
- Prescott, AZ
- Latest filing year
- 2023
- Participants
- 365
- End-of-year plan assets
- $12,245,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 365 | H, C | 20241010173123NAL0010302931001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,245,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,245,687
- Net assets (BOY)
- $10,036,336
Income & contributions
- Employer contributions
- $357,055
- Participant contributions
- $1,472,054
- Total contributions
- $1,831,737
- Total income / additions
- $3,239,381
Expenses & distributions
- Benefits paid
- $984,053
- Administrative expenses
- $45,977
- Total expenses
- $1,030,030
- Net increase / (decrease)
- $2,209,351
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Rescue Strategies, Inc. | NONE | $24,998 | not reported in the loaded dataset | 2023 |
| Stancorp Financial Group | NONE | $20,974 | $2,995 | 2023 |