2023 Form 5500 filing — Sac & Fox Of The Mississippi In Iowa/Meskwaki 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 20241015100012NAL0056908338006) for Sac & Fox Of The Mississippi In Iowa/Meskwaki Retirement Plan, reported by Sac & Fox Tribe Of The Mississippi In Iowa under EIN 41-6053373 and plan number 001. It reports 564 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015100012NAL0056908338006
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sac & Fox Tribe Of The Mississippi In Iowa
- EIN
- 41-6053373
- Plan number
- 001
- Location
- Tama, IA
- Participants
- 564
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,093,617
- Total liabilities (EOY)
- $15,665
- Net assets (EOY)
- $22,077,952
- Employer contributions
- $914,139
- Participant contributions
- $1,378,989
- Total income / additions
- $5,221,370
- Benefits paid
- $2,029,587
- Administrative expenses
- $32,019
- Total expenses
- $2,077,271
- Net increase / (decrease)
- $3,144,099
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Security National Bank | TRUSTEE | $24,043 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $7,976 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |