Viejas Retirement Program — Form 5500 plan (The Viejas Band Of Kumeyaay Indians)
Plain-English plan 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, Viejas Retirement Program is a benefit plan reported by The Viejas Band Of Kumeyaay Indians under EIN 33-0409825 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,699 participants and $52,446,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Viejas Band Of Kumeyaay Indians
- EIN
- 33-0409825
- Plan number
- 001
- Plan type
- 2
- Location
- Alpine, CA
- Latest filing year
- 2023
- Participants
- 2,699
- End-of-year plan assets
- $52,446,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,699 | H, C | 20241015102836NAL0028063185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,446,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,446,307
- Net assets (BOY)
- $46,063,366
Income & contributions
- Employer contributions
- $873,521
- Participant contributions
- $4,944,296
- Total contributions
- $6,003,917
- Total income / additions
- $12,256,197
Expenses & distributions
- Benefits paid
- $5,648,544
- Administrative expenses
- $91,233
- Total expenses
- $5,873,256
- Net increase / (decrease)
- $6,382,941
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $57,055 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $34,077 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $93 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | BROKERAGE SERVICES | $7 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | BROKERAGE SERVICES | $1 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Viejas Band Of Kumeyaay Indians
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Alpine, CA
- Newport Group, Inc. — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation