2023 Form 5500 filing — Oneida Nation Enterprise 401(K) 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 20241008111057NAL0009578003002) for Oneida Nation Enterprise 401(K) Plan, reported by Oneida Nation under EIN 39-6081138 and plan number 004. It reports 1,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008111057NAL0009578003002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oneida Nation
- EIN
- 39-6081138
- Plan number
- 004
- Location
- Oneida, WI
- Participants
- 1,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,306,710
- Net assets (EOY)
- $38,306,710
- Employer contributions
- $1,570,002
- Participant contributions
- $2,510,109
- Total income / additions
- $9,975,259
- Benefits paid
- $3,287,531
- Administrative expenses
- $91,434
- Total expenses
- $3,378,965
- Net increase / (decrease)
- $6,596,294
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $91,434 | $0 |
| Lpl Financial Services | BROKER | $0 | $58,897 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |