Pueblo Of Pojoaque 401(K) Plan — Form 5500 plan (Pueblo Of Pojoaque)
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, Pueblo Of Pojoaque 401(K) Plan is a benefit plan reported by Pueblo Of Pojoaque under EIN 85-0219423 and plan number 004. The latest loaded filing year is 2023. The filing reports 756 participants and $14,228,783 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pueblo Of Pojoaque
- EIN
- 85-0219423
- Plan number
- 004
- Plan type
- 2
- Location
- Santa Fe, NM
- Latest filing year
- 2023
- Participants
- 756
- End-of-year plan assets
- $14,228,783
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 756 | H, C | 20241008143048NAL0035023522001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,228,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,228,783
- Net assets (BOY)
- $12,142,415
Income & contributions
- Employer contributions
- $633,921
- Participant contributions
- $983,631
- Total contributions
- $1,650,835
- Total income / additions
- $3,594,993
Expenses & distributions
- Benefits paid
- $1,396,258
- Administrative expenses
- $65,534
- Total expenses
- $1,508,625
- Net increase / (decrease)
- $2,086,368
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,985 | $0 | 2023 |
| First Light Retirement LLC | ADVISOR | $24,483 | not reported in the loaded dataset | 2023 |