2023 Form 5500 filing — Table Mountain Rancheria 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 20241015175559NAL0015205187001) for Table Mountain Rancheria 401(K) Plan, reported by Table Mountain Rancheria Band Of Indians under EIN 77-0212451 and plan number 001. It reports 1,142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175559NAL0015205187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Table Mountain Rancheria Band Of Indians
- EIN
- 77-0212451
- Plan number
- 001
- Location
- Friant, CA
- Participants
- 1,142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,352,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,352,740
- Employer contributions
- $902,287
- Participant contributions
- $2,486,875
- Total income / additions
- $9,101,776
- Benefits paid
- $2,479,038
- Administrative expenses
- $169,916
- Total expenses
- $2,648,954
- Net increase / (decrease)
- $6,452,822
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $169,721 | $0 |
| Ima Wealth Inc | BROKER | $0 | $64,801 |
| Nexus Administrators Inc | RECORDKEEPER | $0 | $426 |