401(K) Profit Sharing Plan For Employees Of West Yavapai Guidance Clinic D/B/A Polara Health — Form 5500 plan (West Yavapai Guidance Clinic D)
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, 401(K) Profit Sharing Plan For Employees Of West Yavapai Guidance Clinic D/B/A Polara Health is a benefit plan reported by West Yavapai Guidance Clinic D under EIN 86-0206928 and plan number 001. The latest loaded filing year is 2023. The filing reports 554 participants and $13,048,653 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Yavapai Guidance Clinic D
- EIN
- 86-0206928
- Plan number
- 001
- Plan type
- 2
- Location
- Prescott Valley, AZ
- Latest filing year
- 2023
- Participants
- 554
- End-of-year plan assets
- $13,048,653
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 554 | H, C | 20250415182420NAL0003788993001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,048,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,048,653
- Net assets (BOY)
- $12,195,638
Income & contributions
- Employer contributions
- $271,797
- Participant contributions
- $744,109
- Total contributions
- $1,171,898
- Total income / additions
- $2,720,905
Expenses & distributions
- Benefits paid
- $1,862,545
- Administrative expenses
- $5,345
- Total expenses
- $1,867,890
- Net increase / (decrease)
- $853,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $5,345 | $0 | 2023 |