2023 Form 5500 filing — Pueblo Of Sandia Commercial Enterprises 401(K) Profit Sharing Plan And 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 20241014091608NAL0026886849001) for Pueblo Of Sandia Commercial Enterprises 401(K) Profit Sharing Plan And Trust, reported by Pueblo Of Sandia under EIN 85-0223706 and plan number 003. It reports 1,576 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091608NAL0026886849001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pueblo Of Sandia
- EIN
- 85-0223706
- Plan number
- 003
- Location
- Albuquerque, NM
- Participants
- 1,576
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,340,048
- Total liabilities (EOY)
- $128
- Net assets (EOY)
- $45,339,920
- Employer contributions
- $1,581,236
- Participant contributions
- $3,167,558
- Total income / additions
- $11,143,323
- Benefits paid
- $3,274,645
- Administrative expenses
- $211,683
- Total expenses
- $3,486,328
- Net increase / (decrease)
- $7,656,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Redw Wealth Financial Advisors LLC | RIA | $109,659 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | TPA | $63,722 | not reported in the loaded dataset |
| Loftis & Lovato Group | AUDITOR | $19,373 | not reported in the loaded dataset |
| Alliance Benefit Group Southwest Ll | RECORDKEEPER TPA | $18,929 | not reported in the loaded dataset |