Pascua Yaqui Tribe Enterprise 401(K) Plan — Form 5500 plan (Pascua Yaqui 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, Pascua Yaqui Tribe Enterprise 401(K) Plan is a benefit plan reported by Pascua Yaqui Tribe under EIN 86-0203228 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,329 participants and $66,846,549 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pascua Yaqui Tribe
EIN
86-0203228
Plan number
003
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
2,329
End-of-year plan assets
$66,846,549

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,329H, C20240920121747NAL0007460561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$66,846,549
Total liabilities (EOY)
$0
Net assets (EOY)
$66,846,549
Net assets (BOY)
$55,684,602

Income & contributions

Employer contributions
$3,406,677
Participant contributions
$2,988,496
Total contributions
$6,650,407
Total income / additions
$16,285,475

Expenses & distributions

Benefits paid
$5,058,365
Administrative expenses
$60,338
Total expenses
$5,123,528
Net increase / (decrease)
$11,161,947

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$88,537$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023

Related Form 5500 pages