Plan5500

The Health & Welfare Plan Of Potawatomi Federal Solutions, LLC — Form 5500 plan (Potawatomi Federal Solutions, LLC)

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 Health & Welfare Plan Of Potawatomi Federal Solutions, LLC is a benefit plan reported by Potawatomi Federal Solutions, LLC under EIN 47-1192409 and plan number 501. The latest loaded filing year is 2023. The filing reports 567 participants and $128,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Potawatomi Federal Solutions, LLC
EIN
47-1192409
Plan number
501
Plan type
2
Location
Oklahoma City, OK
Latest filing year
2023
Participants
567
End-of-year plan assets
$128,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023567H, C20240827090333NAL0019366240001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$128,654
Total liabilities (EOY)
$4
Net assets (EOY)
$128,650
Net assets (BOY)
$260,705

Income & contributions

Total contributions
$0
Total income / additions
$0

Expenses & distributions

Benefits paid
$72,834
Administrative expenses
$59,221
Total expenses
$132,055
Net increase / (decrease)
-$132,055

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fce Financial Services, IncSERVICE PROVIDER$25,779not reported in the loaded dataset2023
Cliftonlarsonallen, LlpNONE$21,253not reported in the loaded dataset2023
Alegeus Technologies, LLCSERVICE PROVIDER$9,990not reported in the loaded dataset2023

Related Form 5500 pages