2023 Form 5500 filing — Pala 401(K) Retirement 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 20241014141332NAL0053898418001) for Pala 401(K) Retirement Savings Plan, reported by Pala Band Of Mission Indians under EIN 95-2863815 and plan number 001. It reports 1,464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014141332NAL0053898418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pala Band Of Mission Indians
- EIN
- 95-2863815
- Plan number
- 001
- Location
- Pala, CA
- Participants
- 1,464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,609,703
- Total liabilities (EOY)
- $19,775
- Net assets (EOY)
- $64,589,928
- Employer contributions
- $1,337,854
- Participant contributions
- $3,879,113
- Total income / additions
- $14,223,955
- Benefits paid
- $6,376,687
- Administrative expenses
- $263,071
- Total expenses
- $6,639,758
- Net increase / (decrease)
- $7,584,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $144,050 | $0 |
| Sage Capital Advisors LLC | NONE | $119,021 | not reported in the loaded dataset |