2023 Form 5500 filing — The Sycuan Band Of The Kumeyaay Nation 401k 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 20241015200108NAL0029555249001) for The Sycuan Band Of The Kumeyaay Nation 401k Retirement Savings Plan, reported by The Sycuan Band Of The Kumeyaay Nation under EIN 33-0881662 and plan number 001. It reports 2,584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015200108NAL0029555249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Sycuan Band Of The Kumeyaay Nation
- EIN
- 33-0881662
- Plan number
- 001
- Location
- El Cajon, CA
- Participants
- 2,584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $94,961,352
- Total liabilities (EOY)
- $565
- Net assets (EOY)
- $94,960,787
- Employer contributions
- $127
- Participant contributions
- $6,278,961
- Total income / additions
- $19,539,865
- Benefits paid
- $8,555,576
- Administrative expenses
- $235,119
- Total expenses
- $8,792,991
- Net increase / (decrease)
- $10,746,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $244,437 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $126,897 | not reported in the loaded dataset |
| Ascensus Inc | OTHER | $0 | $42,117 |