2023 Form 5500 filing — The Lumbee Tribe Of Nc 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 20240710121850NAL0016791105001) for The Lumbee Tribe Of Nc 401(K) Plan, reported by The Lumbee Tribe Of North Carolina under EIN 84-1704531 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710121850NAL0016791105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Lumbee Tribe Of North Carolina
- EIN
- 84-1704531
- Plan number
- 001
- Location
- Pembroke, NC
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,344,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,344,817
- Employer contributions
- $527,604
- Participant contributions
- $464,449
- Total income / additions
- $1,628,102
- Benefits paid
- $174,107
- Administrative expenses
- $34,070
- Total expenses
- $208,177
- Net increase / (decrease)
- $1,419,925
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $21,009 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $10,541 | not reported in the loaded dataset |
| Qrps, Inc. | CONTRACT ADMINISTRATOR | $3,225 | $4,216 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,096 | not reported in the loaded dataset |
| Morningstar Inc | OTHER | $831 | not reported in the loaded dataset |