2023 Form 5500 filing — Oneida Nation Enterprise 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 20241008111057NAL0009578003002) for Oneida Nation Enterprise 401(K) Plan, reported by Oneida Nation under EIN 39-6081138 and plan number 004. It reports 1,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$38.3MReported net assets$38,306,710
Participants1.3K1,329
Provider compensation$150.3K3 Schedule C row(s)$150,331
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008111057NAL0009578003002
Plan sponsor
Oneida Nation
EIN
39-6081138
Plan number
004
Location
Oneida, WI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$38.3M total assets
Net assets$38.3MLiabilities
Money in vs. money out
Total income / additions$10M
Total expenses$3.4M
Benefits paid / distributions$3.3M
Contributions
Employer$1.6M
Participant$2.5M
Full reported line items
Total assets (EOY)
$38,306,710
Net assets (EOY)
$38,306,710
Employer contributions
$1,570,002
Participant contributions
$2,510,109
Total income / additions
$9,975,259
Benefits paid
$3,287,531
Administrative expenses
$91,434
Total expenses
$3,378,965
Net increase / (decrease)
$6,596,294
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $91.4K · Indirect $0
  2. 2
    BROKER · Direct $0 · Indirect $58.9K
  3. 3
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008111057NAL0009578003002 cover?
It is the 2023 Form 5500 filing for Oneida Nation Enterprise 401(K) Plan, reported by Oneida Nation (EIN 39-6081138).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages