2023 Form 5500 filing — White Earth Commercial 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 20241004142053NAL0023926802002) for White Earth Commercial 401(K) Plan, reported by White Earth Reservation Tribal Council under EIN 41-1737979 and plan number 002. It reports 999 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004142053NAL0023926802002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- White Earth Reservation Tribal Council
- EIN
- 41-1737979
- Plan number
- 002
- Location
- Mahnomen, MN
- Participants
- 999
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,240,523
- Net assets (EOY)
- $26,240,523
- Employer contributions
- $1,148,006
- Participant contributions
- $1,569,024
- Total income / additions
- $6,310,984
- Benefits paid
- $1,776,848
- Administrative expenses
- $90,246
- Total expenses
- $1,868,177
- Net increase / (decrease)
- $4,442,807
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $56,657 | $0 |
| Securities America Inc | BROKER | $33,589 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |