2023 Form 5500 filing — Cowlitz Indian Tribe 401k 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 20241004121026NAL0011402337001) for Cowlitz Indian Tribe 401k Plan, reported by Cowlitz Indian Tribe under EIN 91-1265477 and plan number 001. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004121026NAL0011402337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cowlitz Indian Tribe
- EIN
- 91-1265477
- Plan number
- 001
- Location
- Longview, WA
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,130,019
- Total liabilities (EOY)
- $30,782
- Net assets (EOY)
- $13,099,237
- Employer contributions
- $1,264,775
- Participant contributions
- $1,408,344
- Total income / additions
- $4,386,604
- Benefits paid
- $1,094,772
- Administrative expenses
- $69,595
- Total expenses
- $1,195,149
- Net increase / (decrease)
- $3,191,455
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $32,447 | $0 |
| Kiley Juergens Wealth Management Ll | INVESTMENT ADVISOR | $31,356 | not reported in the loaded dataset |
| Professional Benefit Services, Inc | CONTRACT ADMIN, OTHER | $17,465 | not reported in the loaded dataset |