Oneida Nation Enterprise 401(K) Plan — Form 5500 plan (Oneida 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, Oneida Nation Enterprise 401(K) Plan is a benefit plan reported by Oneida Nation under EIN 39-6081138 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,329 participants and $38,306,710 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Oneida Nation
EIN
39-6081138
Plan number
004
Plan type
2
Location
Oneida, WI
Latest filing year
2023
Participants
1,329
End-of-year plan assets
$38,306,710

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,329H, C20241008111057NAL0009578003002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,306,710
Net assets (EOY)
$38,306,710
Net assets (BOY)
$31,710,416

Income & contributions

Employer contributions
$1,570,002
Participant contributions
$2,510,109
Total contributions
$4,081,415
Total income / additions
$9,975,259

Expenses & distributions

Benefits paid
$3,287,531
Administrative expenses
$91,434
Total expenses
$3,378,965
Net increase / (decrease)
$6,596,294

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$91,434$02023
Lpl Financial ServicesBROKER$0$58,8972023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages