2023 Form 5500 filing — Lower Sioux Indian Community 401(K) Retirement Plan & Trust
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 20250220153617NAL0008941600001) for Lower Sioux Indian Community 401(K) Retirement Plan & Trust, reported by Lower Sioux Indian Community In The State Of Minnesota under EIN 41-0991683 and plan number 001. It reports 715 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220153617NAL0008941600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lower Sioux Indian Community In The State Of Minnesota
- EIN
- 41-0991683
- Plan number
- 001
- Location
- Morton, MN
- Participants
- 715
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,913,281
- Net assets (EOY)
- $7,913,281
- Employer contributions
- $212,371
- Participant contributions
- $665,590
- Total income / additions
- $2,160,551
- Benefits paid
- $1,261,993
- Administrative expenses
- $83,879
- Total expenses
- $1,408,592
- Net increase / (decrease)
- $751,959
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CUSTODIAN | $48,152 | $0 |
| Definiti | TPA | $35,727 | $0 |
| Ameriprise Financial Services | ADVISOR | $0 | $22,079 |
| Nationwide | CUSTODIAN | $0 | $7,127 |