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).
- EFAST2 acknowledgement
- 20241011173850NAL0011237587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Yost & Associates, Inc.
- EIN
- 68-0370826
- Plan number
- 002
- Location
- Davis, CA
- Participants
- 278
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- 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 source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC | INVESTMENT ADVISORY | $0 | $93,763 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,040 | $0 |