Plan5500

Cowlitz Indian Tribe 401k Plan — Form 5500 plan (Cowlitz Indian Tribe)

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, Cowlitz Indian Tribe 401k Plan is a benefit plan reported by Cowlitz Indian Tribe under EIN 91-1265477 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $13,130,019 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cowlitz Indian Tribe
EIN
91-1265477
Plan number
001
Plan type
2
Location
Longview, WA
Latest filing year
2023
Participants
428
End-of-year plan assets
$13,130,019

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023428H, C20241004121026NAL0011402337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,130,019
Total liabilities (EOY)
$30,782
Net assets (EOY)
$13,099,237
Net assets (BOY)
$9,907,782

Income & contributions

Employer contributions
$1,264,775
Participant contributions
$1,408,344
Total contributions
$2,697,821
Total income / additions
$4,386,604

Expenses & distributions

Benefits paid
$1,094,772
Administrative expenses
$69,595
Total expenses
$1,195,149
Net increase / (decrease)
$3,191,455

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Co Of AmeRECORDKEEPER$32,447$02023
Kiley Juergens Wealth Management LlINVESTMENT ADVISOR$31,356not reported in the loaded dataset2023
Professional Benefit Services, IncCONTRACT ADMIN, OTHER$17,465not reported in the loaded dataset2023

Related Form 5500 pages