Jackson Rancheria Band Of Miwuk Indians 401(K) Plan — Form 5500 plan (Jackson Rancheria Band Of Miwuk Indians)

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, Jackson Rancheria Band Of Miwuk Indians 401(K) Plan is a benefit plan reported by Jackson Rancheria Band Of Miwuk Indians under EIN 68-0283427 and plan number 001. The latest loaded filing year is 2023. The filing reports 956 participants and $38,416,420 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jackson Rancheria Band Of Miwuk Indians
EIN
68-0283427
Plan number
001
Plan type
2
Location
Jackson, CA
Latest filing year
2023
Participants
956
End-of-year plan assets
$38,416,420

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023956H, C20241015131053NAL0029740913005

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,416,420
Net assets (EOY)
$38,416,420
Net assets (BOY)
$34,656,522

Income & contributions

Employer contributions
$1,129,068
Participant contributions
$2,154,710
Total contributions
$3,283,778
Total income / additions
$7,666,118

Expenses & distributions

Benefits paid
$3,714,194
Administrative expenses
$192,026
Total expenses
$3,906,220
Net increase / (decrease)
$3,759,898

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pruneyard Financial Group, Inc.BROKER$120,103not reported in the loaded dataset2023
Plan Design Consultants, Inc.TPA$39,397$17,6832023
NationwideTRUSTEE$32,526not reported in the loaded dataset2023
Kestra Investment Services,BROKER/DEALER FIRM$0not reported in the loaded dataset2023

Related Form 5500 pages