2023 Form 5500 filing — The Confederated Tribes Of Warm Springs 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 20241016113517NAL0052911600001) for The Confederated Tribes Of Warm Springs Enterprise 401(K) Plan, reported by Confederated Tribes Of The Warm Springs Reservation Of Oregon under EIN 93-0383362 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016113517NAL0052911600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Confederated Tribes Of The Warm Springs Reservation Of Oregon
- EIN
- 93-0383362
- Plan number
- 001
- Location
- Warm Springs, OR
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,148,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,148,742
- Employer contributions
- $170,245
- Participant contributions
- $201,458
- Total income / additions
- $1,264,119
- Benefits paid
- $565,837
- Administrative expenses
- $16,030
- Total expenses
- $581,867
- Net increase / (decrease)
- $682,252
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bokf, Na | TRUSTEE | $22,212 | $0 |
| Alpine Summit Cpas | NONE | $10,600 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $5,000 | not reported in the loaded dataset |