Pala 401(K) Retirement Savings Plan — Form 5500 plan (Pala 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, Pala 401(K) Retirement Savings Plan is a benefit plan reported by Pala Band Of Mission Indians under EIN 95-2863815 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,464 participants and $64,609,703 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pala Band Of Mission Indians
EIN
95-2863815
Plan number
001
Plan type
2
Location
Pala, CA
Latest filing year
2023
Participants
1,464
End-of-year plan assets
$64,609,703

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,464H, C20241014141332NAL0053898418001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,609,703
Total liabilities (EOY)
$19,775
Net assets (EOY)
$64,589,928
Net assets (BOY)
$57,005,731

Income & contributions

Employer contributions
$1,337,854
Participant contributions
$3,879,113
Total contributions
$5,435,143
Total income / additions
$14,223,955

Expenses & distributions

Benefits paid
$6,376,687
Administrative expenses
$263,071
Total expenses
$6,639,758
Net increase / (decrease)
$7,584,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$144,050$02023
Sage Capital Advisors LLCNONE$119,021not reported in the loaded dataset2023

Related Form 5500 pages