2023 Form 5500 filing — Tuolumne Me-Wuk Tribal Council Retirement 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 20250210131145NAL0018173937001) for Tuolumne Me-Wuk Tribal Council Retirement 401(K) Plan, reported by Tuolumne Band Of Me-Wuk Indians under EIN 77-0121021 and plan number 005. It reports 1,052 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210131145NAL0018173937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tuolumne Band Of Me-Wuk Indians
- EIN
- 77-0121021
- Plan number
- 005
- Location
- Tuolumne, CA
- Participants
- 1,052
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,326,789
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,326,789
- Employer contributions
- $1,033,309
- Participant contributions
- $1,905,248
- Total income / additions
- $6,886,220
- Benefits paid
- $2,118,803
- Administrative expenses
- $117,003
- Total expenses
- $2,247,187
- Net increase / (decrease)
- $4,639,033
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $61,970 | $0 |
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Moss- Adams Llp | OTHER | $10,033 | not reported in the loaded dataset |