Citizen Potawatomi Nation Employee 401(K) Retirement Plan — Form 5500 plan (Citizen Potawatomi Nation)

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, Citizen Potawatomi Nation Employee 401(K) Retirement Plan is a benefit plan reported by Citizen Potawatomi Nation under EIN 73-0945447 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,268 participants and $54,326,161 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Citizen Potawatomi Nation
EIN
73-0945447
Plan number
001
Plan type
2
Location
Shawnee, OK
Latest filing year
2023
Participants
2,268
End-of-year plan assets
$54,326,161

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,268H, C20240912140527NAL0004484723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$54,326,161
Total liabilities (EOY)
$0
Net assets (EOY)
$54,326,161
Net assets (BOY)
$46,118,966

Income & contributions

Employer contributions
$2,694,363
Participant contributions
$3,821,141
Total contributions
$7,007,134
Total income / additions
$14,748,177

Expenses & distributions

Benefits paid
$6,521,838
Administrative expenses
$19,144
Total expenses
$6,540,982
Net increase / (decrease)
$8,207,195

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY PLAN SPONSOR$19,144$02023
Arvest Wealth ManagementRETAINED BY PLAN SPONSOR$0$02023

Related Form 5500 pages