2023 Form 5500 filing — Morongo Band Of Mission Indians 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240816135724NAL0031252578001) for Morongo Band Of Mission Indians 401(K) Retirement Plan, reported by Morongo Band Of Mission Indians under EIN 95-2754308 and plan number 001. It reports 2,517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816135724NAL0031252578001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Morongo Band Of Mission Indians
- EIN
- 95-2754308
- Plan number
- 001
- Location
- Banning, CA
- Participants
- 2,517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,758,832
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,758,832
- Employer contributions
- $3,082,634
- Participant contributions
- $6,767,836
- Total income / additions
- $20,041,629
- Benefits paid
- $4,697,342
- Administrative expenses
- $56,547
- Total expenses
- $4,753,889
- Net increase / (decrease)
- $15,287,740
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tri-Ad Actuaries, Inc. | NONE | $56,547 | $0 |
| Charles Schwab & Co, Inc. | NONE | $0 | $0 |