2023 Form 5500 filing — Tohono O'Odham Gaming Enterprise 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 20241014172235NAL0015357331004) for Tohono O'Odham Gaming Enterprise Retirement Savings Plan, reported by Tohono O'Odham Gaming Enterprise under EIN 86-0489635 and plan number 002. It reports 3,036 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014172235NAL0015357331004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tohono O'Odham Gaming Enterprise
- EIN
- 86-0489635
- Plan number
- 002
- Location
- Sahuarita, AZ
- Participants
- 3,036
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,969,989
- Net assets (EOY)
- $113,969,989
- Employer contributions
- $8,500,053
- Participant contributions
- $8,401,798
- Total income / additions
- $33,048,756
- Benefits paid
- $6,237,462
- Administrative expenses
- $255,165
- Total expenses
- $6,522,182
- Net increase / (decrease)
- $26,526,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $255,165 | $0 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $145 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |