2023 Form 5500 filing — Pueblo Of Pojoaque 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 20241008143048NAL0035023522001) for Pueblo Of Pojoaque 401(K) Plan, reported by Pueblo Of Pojoaque under EIN 85-0219423 and plan number 004. It reports 756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008143048NAL0035023522001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pueblo Of Pojoaque
- EIN
- 85-0219423
- Plan number
- 004
- Location
- Santa Fe, NM
- Participants
- 756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,228,783
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,228,783
- Employer contributions
- $633,921
- Participant contributions
- $983,631
- Total income / additions
- $3,594,993
- Benefits paid
- $1,396,258
- Administrative expenses
- $65,534
- Total expenses
- $1,508,625
- Net increase / (decrease)
- $2,086,368
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,985 | $0 |
| First Light Retirement LLC | ADVISOR | $24,483 | not reported in the loaded dataset |