2023 Form 5500 filing — Tolowa Dee-Ni' Nation 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 20241011175428NAL0023364289001) for Tolowa Dee-Ni' Nation 401(K) Plan, reported by Tolowa Dee-Ni' Nation under EIN 68-0087275 and plan number 001. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011175428NAL0023364289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tolowa Dee-Ni' Nation
- EIN
- 68-0087275
- Plan number
- 001
- Location
- Smith River, CA
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,488,312
- Total liabilities (EOY)
- $5
- Net assets (EOY)
- $8,488,307
- Employer contributions
- $487,415
- Participant contributions
- $685,718
- Total income / additions
- $2,179,224
- Benefits paid
- $840,159
- Administrative expenses
- $9,467
- Total expenses
- $881,733
- Net increase / (decrease)
- $1,297,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co Lp | INVESTMENT ADVISOR | $21,928 | not reported in the loaded dataset |
| Nh Hicks | CONTRACT ADMIN | $8,880 | not reported in the loaded dataset |