Tohono O'Odham Gaming Enterprise Retirement Savings Plan — Form 5500 plan (Tohono O'Odham Gaming Enterprise)
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, Tohono O'Odham Gaming Enterprise Retirement Savings Plan is a benefit plan reported by Tohono O'Odham Gaming Enterprise under EIN 86-0489635 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,036 participants and $113,969,989 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tohono O'Odham Gaming Enterprise
- EIN
- 86-0489635
- Plan number
- 002
- Plan type
- 2
- Location
- Sahuarita, AZ
- Latest filing year
- 2023
- Participants
- 3,036
- End-of-year plan assets
- $113,969,989
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,036 | H, C | 20241014172235NAL0015357331004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,969,989
- Net assets (EOY)
- $113,969,989
- Net assets (BOY)
- $87,443,415
Income & contributions
- Employer contributions
- $8,500,053
- Participant contributions
- $8,401,798
- Total contributions
- $17,627,621
- Total income / additions
- $33,048,756
Expenses & distributions
- Benefits paid
- $6,237,462
- Administrative expenses
- $255,165
- Total expenses
- $6,522,182
- Net increase / (decrease)
- $26,526,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $255,165 | $0 | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $145 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tohono O'Odham Gaming Enterprise
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Sahuarita, AZ
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation