2023 Form 5500 filing — Winnebago Tribe Of Nebraska Commercial Enterprise 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 20241004121927NAL0012201729001) for Winnebago Tribe Of Nebraska Commercial Enterprise Retirement Plan, reported by Winnebago Tribe Of Nebraska under EIN 47-0489118 and plan number 001. It reports 338 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.1MReported net assets$3,075,024
Participants338
Provider compensation$5.3K1 Schedule C row(s)$5,334
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004121927NAL0012201729001
Plan sponsor
Winnebago Tribe Of Nebraska
EIN
47-0489118
Plan number
001
Location
Winnebago, NE
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.1M total assets
Net assets$3.1MLiabilities$0
Money in vs. money out
Total income / additions$796.8K
Total expenses$430.9K
Benefits paid / distributions$400.1K
Contributions
Employer$122.9K
Participant$227.3K
Full reported line items
Total assets (EOY)
$3,075,024
Total liabilities (EOY)
$0
Net assets (EOY)
$3,075,024
Employer contributions
$122,875
Participant contributions
$227,266
Total income / additions
$796,822
Benefits paid
$400,084
Administrative expenses
$30,797
Total expenses
$430,881
Net increase / (decrease)
$365,941

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John Hancock Life Insurance CompanyRECORDKEEPER$5,334$0

Related Form 5500 pages