2023 Form 5500 filing — Pueblo Of Santa Ana 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 20241015115743NAL0049180816001) for Pueblo Of Santa Ana Commercial Enterprises 401(K) Profit Sharing Plan And Trust, reported by Pueblo Of Santa Ana under EIN 85-0217024 and plan number 002. It reports 1,044 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)$24.8MReported net assets$24,805,969
Participants1K1,044
Provider compensation$83.8K2 Schedule C row(s)$83,766
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015115743NAL0049180816001
Plan sponsor
Pueblo Of Santa Ana
EIN
85-0217024
Plan number
002
Location
Santa Ana Pueblo, NM
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)$24.8M total assets
Net assets$24.8MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$1.4M
Participant$1M
Full reported line items
Total assets (EOY)
$24,805,969
Total liabilities (EOY)
$0
Net assets (EOY)
$24,805,969
Employer contributions
$1,363,596
Participant contributions
$1,007,730
Total income / additions
$6,023,420
Benefits paid
$1,765,546
Administrative expenses
$89,390
Total expenses
$1,854,936
Net increase / (decrease)
$4,168,484
Schedule C

Reported service provider compensation

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

  1. 1
    Bokf, Na$67.3K
    TRUSTEE · Direct $67.3K · Indirect $0
  2. 2
    Ascensus$16.5K
    CONSULTANT · Direct $16.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015115743NAL0049180816001 cover?
It is the 2023 Form 5500 filing for Pueblo Of Santa Ana Commercial Enterprises 401(K) Profit Sharing Plan And Trust, reported by Pueblo Of Santa Ana (EIN 85-0217024).
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