2023 Form 5500 filing — Barona Employees 401(K) Retirement 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 20241010185606NAL0021639537002) for Barona Employees 401(K) Retirement Plan, reported by Barona Band Of Mission Indians under EIN 33-0687849 and plan number 001. It reports 2,363 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010185606NAL0021639537002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barona Band Of Mission Indians
- EIN
- 33-0687849
- Plan number
- 001
- Location
- Lakeside, CA
- Participants
- 2,363
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $119,168,644
- Net assets (EOY)
- $119,168,644
- Employer contributions
- $1,461,289
- Participant contributions
- $6,357,204
- Total income / additions
- $25,507,211
- Benefits paid
- $7,479,839
- Administrative expenses
- $203,637
- Total expenses
- $7,756,422
- Net increase / (decrease)
- $17,750,789
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADV, BROKER | $132,534 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORD KEEPER | $50,603 | $0 |
| Duffy Kruspodin Llp | AUDITOR | $20,500 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |