2023 Form 5500 filing — Chickasaw Nation Industries, Inc. 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 20240812134352NAL0009510417001) for Chickasaw Nation Industries, Inc. 401(K) Plan, reported by Chickasaw Nation Industries, Inc. under EIN 73-1543162 and plan number 001. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240812134352NAL0009510417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chickasaw Nation Industries, Inc.
- EIN
- 73-1543162
- Plan number
- 001
- Location
- Norman, OK
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,126,581
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,126,581
- Employer contributions
- $1,005,420
- Participant contributions
- $1,814,957
- Total income / additions
- $9,368,010
- Benefits paid
- $1,695,089
- Administrative expenses
- $122,012
- Total expenses
- $1,824,432
- Net increase / (decrease)
- $7,543,578
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $83,072 | $0 |
| Gallagher Benefit Services, Inc. | ACCOUNTING | $18,000 | not reported in the loaded dataset |
| Crowe Llp | AUDITOR | $14,700 | not reported in the loaded dataset |
| Mcafee & Taft A Professional Corp | ADVISORY | $6,240 | not reported in the loaded dataset |