San Manuel Band Of Mission Indians 401(K) Plan — Form 5500 plan (San Manuel Band Of Mission 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, San Manuel Band Of Mission Indians 401(K) Plan is a benefit plan reported by San Manuel Band Of Mission Indians under EIN 33-0526268 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,205 participants and $336,131,401 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
San Manuel Band Of Mission Indians
EIN
33-0526268
Plan number
001
Plan type
2
Location
San Bernardino, CA
Latest filing year
2023
Participants
8,205
End-of-year plan assets
$336,131,401

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20238,205H, C20240822143912NAL0005237217001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$336,131,401
Total liabilities (EOY)
$0
Net assets (EOY)
$336,131,401
Net assets (BOY)
$264,178,072

Income & contributions

Employer contributions
$19,101,145
Participant contributions
$25,455,063
Total contributions
$47,118,331
Total income / additions
$96,727,635

Expenses & distributions

Benefits paid
$24,665,136
Administrative expenses
$53,522
Total expenses
$24,774,306
Net increase / (decrease)
$71,953,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$66,976$02023

Related Form 5500 pages