White Earth Commercial 401(K) Plan — Form 5500 plan (White Earth Reservation Tribal Council)
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, White Earth Commercial 401(K) Plan is a benefit plan reported by White Earth Reservation Tribal Council under EIN 41-1737979 and plan number 002. The latest loaded filing year is 2023. The filing reports 999 participants and $26,240,523 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- White Earth Reservation Tribal Council
- EIN
- 41-1737979
- Plan number
- 002
- Plan type
- 2
- Location
- Mahnomen, MN
- Latest filing year
- 2023
- Participants
- 999
- End-of-year plan assets
- $26,240,523
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 999 | H, C | 20241004142053NAL0023926802002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,240,523
- Net assets (EOY)
- $26,240,523
- Net assets (BOY)
- $21,792,311
Income & contributions
- Employer contributions
- $1,148,006
- Participant contributions
- $1,569,024
- Total contributions
- $2,717,030
- Total income / additions
- $6,310,984
Expenses & distributions
- Benefits paid
- $1,776,848
- Administrative expenses
- $90,246
- Total expenses
- $1,868,177
- Net increase / (decrease)
- $4,442,807
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $56,657 | $0 | 2023 |
| Securities America Inc | BROKER | $33,589 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for White Earth Reservation Tribal Council
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Mahnomen, MN
- Transamerica Retirement Solutions — Schedule C compensation
- Securities America Inc — Schedule C compensation
- National Financial Services — Schedule C compensation