The Sycuan Band Of The Kumeyaay Nation 401k Retirement Savings Plan — Form 5500 plan (The Sycuan Band Of The Kumeyaay Nation)
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, The Sycuan Band Of The Kumeyaay Nation 401k Retirement Savings Plan is a benefit plan reported by The Sycuan Band Of The Kumeyaay Nation under EIN 33-0881662 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,584 participants and $94,961,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Sycuan Band Of The Kumeyaay Nation
- EIN
- 33-0881662
- Plan number
- 001
- Plan type
- 2
- Location
- El Cajon, CA
- Latest filing year
- 2023
- Participants
- 2,584
- End-of-year plan assets
- $94,961,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,584 | H, C | 20241015200108NAL0029555249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $94,961,352
- Total liabilities (EOY)
- $565
- Net assets (EOY)
- $94,960,787
- Net assets (BOY)
- $84,213,913
Income & contributions
- Employer contributions
- $127
- Participant contributions
- $6,278,961
- Total contributions
- $6,493,720
- Total income / additions
- $19,539,865
Expenses & distributions
- Benefits paid
- $8,555,576
- Administrative expenses
- $235,119
- Total expenses
- $8,792,991
- Net increase / (decrease)
- $10,746,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $244,437 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $126,897 | not reported in the loaded dataset | 2023 |
| Ascensus Inc | OTHER | $0 | $42,117 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Sycuan Band Of The Kumeyaay Nation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in El Cajon, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Ascensus Inc — Schedule C compensation