Pueblo Of Sandia Commercial Enterprises 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Pueblo Of Sandia)
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 Sandia Commercial Enterprises 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Pueblo Of Sandia under EIN 85-0223706 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,576 participants and $45,340,048 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pueblo Of Sandia
- EIN
- 85-0223706
- Plan number
- 003
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 1,576
- End-of-year plan assets
- $45,340,048
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,576 | H, C | 20241014091608NAL0026886849001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,340,048
- Total liabilities (EOY)
- $128
- Net assets (EOY)
- $45,339,920
- Net assets (BOY)
- $37,860,986
Income & contributions
- Employer contributions
- $1,581,236
- Participant contributions
- $3,167,558
- Total contributions
- $4,974,745
- Total income / additions
- $11,143,323
Expenses & distributions
- Benefits paid
- $3,274,645
- Administrative expenses
- $211,683
- Total expenses
- $3,486,328
- Net increase / (decrease)
- $7,656,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Redw Wealth Financial Advisors LLC | RIA | $109,659 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, LLC | TPA | $63,722 | not reported in the loaded dataset | 2023 |
| Loftis & Lovato Group | AUDITOR | $19,373 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Southwest Ll | RECORDKEEPER TPA | $18,929 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pueblo Of Sandia
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Redw Wealth Financial Advisors LLC — Schedule C compensation
- Sentinel Benefits Group, LLC — Schedule C compensation
- Loftis & Lovato Group — Schedule C compensation
- Alliance Benefit Group Southwest Ll — Schedule C compensation