2023 Form 5500 filing — The Cocopah Indian Tribe 401(K) Retirement Plan And Trust

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 20241013145339NAL0042367936001) for The Cocopah Indian Tribe 401(K) Retirement Plan And Trust, reported by Cocopah Indian Tribe under EIN 86-0255690 and plan number 002. It reports 548 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)$5.9MReported net assets$5,926,027
Participants548
Provider compensation$7.8K1 Schedule C row(s)$7,850
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241013145339NAL0042367936001
Plan sponsor
Cocopah Indian Tribe
EIN
86-0255690
Plan number
002
Location
Somerton, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$5.9M total assets
Net assets$5.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$425.8K
Benefits paid / distributions$417.9K
Contributions
Employer$154.2K
Participant$426.9K
Full reported line items
Total assets (EOY)
$5,926,027
Total liabilities (EOY)
$0
Net assets (EOY)
$5,926,027
Employer contributions
$154,181
Participant contributions
$426,890
Total income / additions
$1,318,244
Benefits paid
$417,910
Administrative expenses
$7,850
Total expenses
$425,760
Net increase / (decrease)
$892,484
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $7.8K · Indirect $0

Related Form 5500 pages