2023 Form 5500 filing — Citizen Potawatomi Nation Employee 401(K) Retirement 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 20240912140527NAL0004484723001) for Citizen Potawatomi Nation Employee 401(K) Retirement Plan, reported by Citizen Potawatomi Nation under EIN 73-0945447 and plan number 001. It reports 2,268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240912140527NAL0004484723001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Citizen Potawatomi Nation
- EIN
- 73-0945447
- Plan number
- 001
- Location
- Shawnee, OK
- Participants
- 2,268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $54,326,161
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $54,326,161
- Employer contributions
- $2,694,363
- Participant contributions
- $3,821,141
- Total income / additions
- $14,748,177
- Benefits paid
- $6,521,838
- Administrative expenses
- $19,144
- Total expenses
- $6,540,982
- Net increase / (decrease)
- $8,207,195
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY PLAN SPONSOR | $19,144 | $0 |
| Arvest Wealth Management | RETAINED BY PLAN SPONSOR | $0 | $0 |