San Felipe Enterprise 401(K) Plan — Form 5500 plan (San Felipe Gaming Enterprise)
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, San Felipe Enterprise 401(K) Plan is a benefit plan reported by San Felipe Gaming Enterprise under EIN 74-2809470 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $3,012,266 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Felipe Gaming Enterprise
- EIN
- 74-2809470
- Plan number
- 001
- Plan type
- 2
- Location
- San Felipe Pueblo, NM
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $3,012,266
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241015103503NAL0014410307001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,012,266
- Total liabilities (EOY)
- $1,447
- Net assets (EOY)
- $3,010,819
- Net assets (BOY)
- $2,452,648
Income & contributions
- Employer contributions
- $137,036
- Participant contributions
- $169,199
- Total contributions
- $306,846
- Total income / additions
- $726,014
Expenses & distributions
- Benefits paid
- $132,256
- Administrative expenses
- $35,587
- Total expenses
- $167,843
- Net increase / (decrease)
- $558,171
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Capital Markets | ADVISER BROKER | $6,667 | not reported in the loaded dataset | 2023 |
| Abacus Retirement Solutions | TPA | $3,375 | $1,321 | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,390 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Felipe Gaming Enterprise
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in San Felipe Pueblo, NM
- Rbc Capital Markets — Schedule C compensation
- Abacus Retirement Solutions — Schedule C compensation
- John Hancock Life Insurance Company — Schedule C compensation