2023 Form 5500 filing — Ilani 401(K) Retirement Savings 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 20240906181747NAL0001806513001) for Ilani 401(K) Retirement Savings Plan, reported by Cowlitz Tribal Gaming Authority Dba Ilani under EIN 46-2455122 and plan number 001. It reports 1,199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906181747NAL0001806513001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cowlitz Tribal Gaming Authority Dba Ilani
- EIN
- 46-2455122
- Plan number
- 001
- Location
- Ridgefield, WA
- Participants
- 1,199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,490,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,490,598
- Employer contributions
- $982,818
- Participant contributions
- $1,955,030
- Total income / additions
- $4,900,312
- Benefits paid
- $1,372,188
- Administrative expenses
- $18,430
- Total expenses
- $1,390,618
- Net increase / (decrease)
- $3,509,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $14,176 | $0 |
| Charles Schwab Bank/Trust Company | NONE | $4,255 | $733 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |