2023 Form 5500 filing — Colville Tribal Enterprises Corp. 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 20241014170543NAL0045423168001) for Colville Tribal Enterprises Corp. Retirement Plan, reported by Colville Tribal Federal Corporation under EIN 91-1523072 and plan number 001. It reports 2,660 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170543NAL0045423168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Colville Tribal Federal Corporation
- EIN
- 91-1523072
- Plan number
- 001
- Location
- Nespelem, WA
- Participants
- 2,660
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,500,194
- Total liabilities (EOY)
- $46,770
- Net assets (EOY)
- $15,453,424
- Employer contributions
- $1,163,251
- Participant contributions
- $878,469
- Total income / additions
- $4,041,806
- Benefits paid
- $781,648
- Administrative expenses
- $46,461
- Total expenses
- $828,109
- Net increase / (decrease)
- $3,213,697
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alpine Summit Cpas | AUDITOR | $22,350 | not reported in the loaded dataset |
| Independent Financial Group, LLC | ADVISOR | $13,726 | not reported in the loaded dataset |
| Matrix Trust Company | CUSTODIAN | $10,385 | not reported in the loaded dataset |