The Lumbee Tribe Of Nc 401(K) Plan — Form 5500 plan (The Lumbee Tribe Of North Carolina)
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, The Lumbee Tribe Of Nc 401(K) Plan is a benefit plan reported by The Lumbee Tribe Of North Carolina under EIN 84-1704531 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $5,344,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Lumbee Tribe Of North Carolina
- EIN
- 84-1704531
- Plan number
- 001
- Plan type
- 2
- Location
- Pembroke, NC
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $5,344,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20240710121850NAL0016791105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,344,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,344,817
- Net assets (BOY)
- $3,924,892
Income & contributions
- Employer contributions
- $527,604
- Participant contributions
- $464,449
- Total contributions
- $996,274
- Total income / additions
- $1,628,102
Expenses & distributions
- Benefits paid
- $174,107
- Administrative expenses
- $34,070
- Total expenses
- $208,177
- Net increase / (decrease)
- $1,419,925
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $21,009 | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $10,541 | not reported in the loaded dataset | 2023 |
| Qrps, Inc. | CONTRACT ADMINISTRATOR | $3,225 | $4,216 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $1,096 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | OTHER | $831 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Lumbee Tribe Of North Carolina
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Pembroke, NC
- Empower Annuity Ins Co Of America — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- Qrps, Inc. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Morningstar Inc — Schedule C compensation