2023 Form 5500 filing — Quechan Indian Tribe Employee Savings And 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 20240904111123NAL0020117233001) for Quechan Indian Tribe Employee Savings And Retirement Plan, reported by Quechan Indian Tribe under EIN 86-0211181 and plan number 001. It reports 935 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904111123NAL0020117233001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Quechan Indian Tribe
- EIN
- 86-0211181
- Plan number
- 001
- Location
- Winterhaven, CA
- Participants
- 935
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,873,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,873,298
- Employer contributions
- $748,801
- Participant contributions
- $1,094,107
- Total income / additions
- $3,771,932
- Benefits paid
- $1,006,866
- Administrative expenses
- $97,558
- Total expenses
- $1,104,424
- Net increase / (decrease)
- $2,667,508
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $58,956 | $0 |
| Pfg Advisors LLC | RETAINED BY EMPLOYER | $29,736 | not reported in the loaded dataset |
| Equitable Advisors, LLC | RETAINED BY EMPLOYER | $8,866 | not reported in the loaded dataset |