Tuolumne Me-Wuk Tribal Council Retirement 401(K) Plan — Form 5500 plan (Tuolumne Band Of Me-Wuk 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, Tuolumne Me-Wuk Tribal Council Retirement 401(K) Plan is a benefit plan reported by Tuolumne Band Of Me-Wuk Indians under EIN 77-0121021 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,052 participants and $26,326,789 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tuolumne Band Of Me-Wuk Indians
- EIN
- 77-0121021
- Plan number
- 005
- Plan type
- 2
- Location
- Tuolumne, CA
- Latest filing year
- 2023
- Participants
- 1,052
- End-of-year plan assets
- $26,326,789
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,052 | H, C | 20250210131145NAL0018173937001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,326,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,326,789
- Net assets (BOY)
- $21,687,756
Income & contributions
- Employer contributions
- $1,033,309
- Participant contributions
- $1,905,248
- Total contributions
- $2,970,251
- Total income / additions
- $6,886,220
Expenses & distributions
- Benefits paid
- $2,118,803
- Administrative expenses
- $117,003
- Total expenses
- $2,247,187
- Net increase / (decrease)
- $4,639,033
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $61,970 | $0 | 2023 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset | 2023 |
| Moss- Adams Llp | OTHER | $10,033 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tuolumne Band Of Me-Wuk Indians
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Tuolumne, CA
- Capital Group Retirement Plan Svcs. — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- Moss- Adams Llp — Schedule C compensation