Tachi Yokut Tribe Enterprise 401k Plan — Form 5500 plan (Tachi Yokut 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, Tachi Yokut Tribe Enterprise 401k Plan is a benefit plan reported by Tachi Yokut Tribe under EIN 94-2344086 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,355 participants and $43,183,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tachi Yokut Tribe
EIN
94-2344086
Plan number
002
Plan type
2
Location
Lemoore, CA
Latest filing year
2023
Participants
1,355
End-of-year plan assets
$43,183,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,355H, C20260121121011NAL0005962064001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,183,030
Total liabilities (EOY)
$0
Net assets (EOY)
$43,183,030
Net assets (BOY)
$35,550,272

Income & contributions

Employer contributions
$2,198,598
Participant contributions
$3,663,681
Total contributions
$5,865,239
Total income / additions
$11,818,849

Expenses & distributions

Benefits paid
$4,161,119
Administrative expenses
$24,972
Total expenses
$4,186,091
Net increase / (decrease)
$7,632,758

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$24,272$02023

Related Form 5500 pages