Morongo Band Of Mission Indians 401(K) Retirement Plan — Form 5500 plan (Morongo Band Of Mission Indians)

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, Morongo Band Of Mission Indians 401(K) Retirement Plan is a benefit plan reported by Morongo Band Of Mission Indians under EIN 95-2754308 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,517 participants and $71,758,832 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Morongo Band Of Mission Indians
EIN
95-2754308
Plan number
001
Plan type
2
Location
Banning, CA
Latest filing year
2023
Participants
2,517
End-of-year plan assets
$71,758,832

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,517H, C20240816135724NAL0031252578001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,758,832
Total liabilities (EOY)
$0
Net assets (EOY)
$71,758,832
Net assets (BOY)
$56,471,092

Income & contributions

Employer contributions
$3,082,634
Participant contributions
$6,767,836
Total contributions
$9,976,653
Total income / additions
$20,041,629

Expenses & distributions

Benefits paid
$4,697,342
Administrative expenses
$56,547
Total expenses
$4,753,889
Net increase / (decrease)
$15,287,740

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tri-Ad Actuaries, Inc.NONE$56,547$02023
Charles Schwab & Co, Inc.NONE$0$02023

Related Form 5500 pages