Ak-Chin Indian Community 401(K) Retirement Savings Plan — Form 5500 plan (Ak-Chin Indian Community)
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, Ak-Chin Indian Community 401(K) Retirement Savings Plan is a benefit plan reported by Ak-Chin Indian Community under EIN 86-0148433 and plan number 001. The latest loaded filing year is 2023. The filing reports 539 participants and $13,557,912 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ak-Chin Indian Community
- EIN
- 86-0148433
- Plan number
- 001
- Plan type
- 2
- Location
- Maricopa, AZ
- Latest filing year
- 2023
- Participants
- 539
- End-of-year plan assets
- $13,557,912
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 539 | H, C | 20241007141442NAL0016216433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,557,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,557,912
- Net assets (BOY)
- $12,442,441
Income & contributions
- Employer contributions
- $203,655
- Participant contributions
- $677,776
- Total contributions
- $894,903
- Total income / additions
- $2,666,764
Expenses & distributions
- Benefits paid
- $1,511,709
- Administrative expenses
- $24,634
- Total expenses
- $1,551,293
- Net increase / (decrease)
- $1,115,471
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sovereign Investment Advisors | INVESTMENT ADVISOR | $47,181 | not reported in the loaded dataset | 2023 |
| Independent Retirement Consulting | CONTRACT ADMIN | $33,265 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Of Americ | RECORDKEEPER | $12,847 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ak-Chin Indian Community
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Maricopa, AZ
- Sovereign Investment Advisors — Schedule C compensation
- Independent Retirement Consulting — Schedule C compensation
- Empower Annuity Insurance Of Americ — Schedule C compensation