2023 Form 5500 filing — Squaxin Island Tribe And Island Enterprise 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 20241015182210NAL0017035683001) for Squaxin Island Tribe And Island Enterprise 401(K) Plan, reported by Squaxin Island Tribe under EIN 91-0922254 and plan number 002. It reports 577 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015182210NAL0017035683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Squaxin Island Tribe
- EIN
- 91-0922254
- Plan number
- 002
- Location
- Shelton, WA
- Participants
- 577
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,042,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,042,641
- Employer contributions
- $1,188,563
- Participant contributions
- $1,470,693
- Total income / additions
- $6,512,027
- Benefits paid
- $3,685,514
- Administrative expenses
- $63,680
- Total expenses
- $3,749,194
- Net increase / (decrease)
- $2,762,833
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 180 Wealth Advisor | NONE | $56,780 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $6,900 | $17 |