2023 Form 5500 filing — Elk Valley Rancheria 401(K) Profit Sharing Plan & Trust
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 20241011145619NAL0022991761001) for Elk Valley Rancheria 401(K) Profit Sharing Plan & Trust, reported by Elk Valley Rancheria under EIN 68-0074968 and plan number 001. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145619NAL0022991761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Elk Valley Rancheria
- EIN
- 68-0074968
- Plan number
- 001
- Location
- Crescent City, CA
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,067,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,067,377
- Employer contributions
- $0
- Participant contributions
- $265,041
- Total income / additions
- $876,527
- Benefits paid
- $520,296
- Administrative expenses
- $27,275
- Total expenses
- $548,163
- Net increase / (decrease)
- $328,364
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $17,844 | not reported in the loaded dataset |
| Triad Advisors LLC | ADVISOR | $7,998 | not reported in the loaded dataset |