2023 Form 5500 filing — Tribal Casino Gaming Enterprise 401(K) Savings 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 20241009115353NAL0031080864001) for Tribal Casino Gaming Enterprise 401(K) Savings Plan, reported by Tribal Casino Gaming Enterprise under EIN 56-1972062 and plan number 002. It reports 4,959 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009115353NAL0031080864001
Filing year
2023
Form type
2
Plan sponsor
Tribal Casino Gaming Enterprise
EIN
56-1972062
Plan number
002
Location
Cherokee, NC
Participants
4,959
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$142,007,391
Total liabilities (EOY)
$0
Net assets (EOY)
$142,007,391
Employer contributions
$8,064,189
Participant contributions
$11,499,598
Total income / additions
$39,516,585
Benefits paid
$14,252,241
Administrative expenses
$449,032
Total expenses
$15,463,376
Net increase / (decrease)
$24,053,209
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Lincoln National CorporationSERVICE PROVIDER$383,744$0
Usi AdvisorsSERVICE PROVIDER$51,308not reported in the loaded dataset
Forvis LlpSERVICE PROVIDER$13,980not reported in the loaded dataset

Related Form 5500 pages