Ilani 401(K) Retirement Savings Plan — Form 5500 plan (Cowlitz Tribal Gaming Authority Dba Ilani)
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, Ilani 401(K) Retirement Savings Plan is a benefit plan reported by Cowlitz Tribal Gaming Authority Dba Ilani under EIN 46-2455122 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,199 participants and $13,490,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cowlitz Tribal Gaming Authority Dba Ilani
- EIN
- 46-2455122
- Plan number
- 001
- Plan type
- 2
- Location
- Ridgefield, WA
- Latest filing year
- 2023
- Participants
- 1,199
- End-of-year plan assets
- $13,490,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,199 | H, C | 20240906181747NAL0001806513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,490,598
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,490,598
- Net assets (BOY)
- $9,980,904
Income & contributions
- Employer contributions
- $982,818
- Participant contributions
- $1,955,030
- Total contributions
- $3,035,188
- Total income / additions
- $4,900,312
Expenses & distributions
- Benefits paid
- $1,372,188
- Administrative expenses
- $18,430
- Total expenses
- $1,390,618
- Net increase / (decrease)
- $3,509,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Usi Consulting Group | NONE | $14,176 | $0 | 2023 |
| Charles Schwab Bank/Trust Company | NONE | $4,255 | $733 | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cowlitz Tribal Gaming Authority Dba Ilani
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Ridgefield, WA
- Usi Consulting Group — Schedule C compensation
- Charles Schwab Bank/Trust Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation