2023 Form 5500 filing — Profit Sharing Plan For Employees Of Tanana Chiefs Conference
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 20240913100602NAL0016773904002) for Profit Sharing Plan For Employees Of Tanana Chiefs Conference, reported by Tanana Chiefs Conference under EIN 92-0040308 and plan number 001. It reports 2,139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913100602NAL0016773904002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tanana Chiefs Conference
- EIN
- 92-0040308
- Plan number
- 001
- Location
- Fairbanks, AK
- Participants
- 2,139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $56,472,281
- Net assets (EOY)
- $56,472,281
- Employer contributions
- $6,244,365
- Total income / additions
- $14,283,017
- Benefits paid
- $3,546,140
- Administrative expenses
- $223,109
- Total expenses
- $3,769,249
- Net increase / (decrease)
- $10,513,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $203,109 | $0 |
| Raymond James Financial Services | BROKER | $0 | $61,052 |
| Altman, Rogers & Co | AUDITOR | $20,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |