Elk Valley Rancheria 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Elk Valley Rancheria)
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, Elk Valley Rancheria 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Elk Valley Rancheria under EIN 68-0074968 and plan number 001. The latest loaded filing year is 2023. The filing reports 291 participants and $4,067,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elk Valley Rancheria
- EIN
- 68-0074968
- Plan number
- 001
- Plan type
- 2
- Location
- Crescent City, CA
- Latest filing year
- 2023
- Participants
- 291
- End-of-year plan assets
- $4,067,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 291 | H, C | 20241011145619NAL0022991761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,067,377
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,067,377
- Net assets (BOY)
- $3,739,013
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $265,041
- Total contributions
- $265,041
- Total income / additions
- $876,527
Expenses & distributions
- Benefits paid
- $520,296
- Administrative expenses
- $27,275
- Total expenses
- $548,163
- Net increase / (decrease)
- $328,364
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $17,844 | not reported in the loaded dataset | 2023 |
| Triad Advisors LLC | ADVISOR | $7,998 | not reported in the loaded dataset | 2023 |