2023 Form 5500 filing — Tonto Apache Tribe 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 20241015114955NAL0055864450001) for Tonto Apache Tribe Retirement Plan, reported by Tonto Apache Tribe under EIN 86-0275424 and plan number 001. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.1MReported net assets$7,066,270
Participants381
Provider compensation$2.8K1 Schedule C row(s)$2,816
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015114955NAL0055864450001
Plan sponsor
Tonto Apache Tribe
EIN
86-0275424
Plan number
001
Location
Payson, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.1M total assets
Net assets$7.1MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$727.7K
Benefits paid / distributions$682.3K
Contributions
Employer$256K
Participant$502.2K
Full reported line items
Total assets (EOY)
$7,066,270
Total liabilities (EOY)
$0
Net assets (EOY)
$7,066,270
Employer contributions
$255,957
Participant contributions
$502,171
Total income / additions
$1,890,606
Benefits paid
$682,326
Administrative expenses
$41,567
Total expenses
$727,660
Net increase / (decrease)
$1,162,946
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $2.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015114955NAL0055864450001 cover?
It is the 2023 Form 5500 filing for Tonto Apache Tribe Retirement Plan, reported by Tonto Apache Tribe (EIN 86-0275424).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages