Puyallup Tribal Enterprises, Inc. 401(K) Plan — Form 5500 plan (Puyallup Tribal Enterprises, Inc.)

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, Puyallup Tribal Enterprises, Inc. 401(K) Plan is a benefit plan reported by Puyallup Tribal Enterprises, Inc. under EIN 91-1476458 and plan number 001. The latest loaded filing year is 2023. The filing reports 191 participants and $7,159,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Puyallup Tribal Enterprises, Inc.
EIN
91-1476458
Plan number
001
Plan type
2
Location
Fife, WA
Latest filing year
2023
Participants
191
End-of-year plan assets
$7,159,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023191H, C20250702095818NAL0019542688001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,159,218
Total liabilities (EOY)
$0
Net assets (EOY)
$7,159,218
Net assets (BOY)
$4,329,886

Income & contributions

Employer contributions
$587,573
Participant contributions
$291,096
Total contributions
$1,950,619
Total income / additions
$3,112,657

Expenses & distributions

Benefits paid
$269,357
Administrative expenses
$13,968
Total expenses
$283,325
Net increase / (decrease)
$2,829,332

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRECORDKEEPER$7,481not reported in the loaded dataset2023
Rbc Capital Markets CorpINVESTMENT ADVISOR$3,950not reported in the loaded dataset2023

Related Form 5500 pages