2023 Form 5500 filing — Ak-Chin Indian Community 401(K) Retirement Savings 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 20241007141442NAL0016216433001) for Ak-Chin Indian Community 401(K) Retirement Savings Plan, reported by Ak-Chin Indian Community under EIN 86-0148433 and plan number 001. It reports 539 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007141442NAL0016216433001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ak-Chin Indian Community
- EIN
- 86-0148433
- Plan number
- 001
- Location
- Maricopa, AZ
- Participants
- 539
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,557,912
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,557,912
- Employer contributions
- $203,655
- Participant contributions
- $677,776
- Total income / additions
- $2,666,764
- Benefits paid
- $1,511,709
- Administrative expenses
- $24,634
- Total expenses
- $1,551,293
- Net increase / (decrease)
- $1,115,471
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sovereign Investment Advisors | INVESTMENT ADVISOR | $47,181 | not reported in the loaded dataset |
| Independent Retirement Consulting | CONTRACT ADMIN | $33,265 | not reported in the loaded dataset |
| Empower Annuity Insurance Of Americ | RECORDKEEPER | $12,847 | $0 |