2023 Form 5500 filing — Ho-Chunk Nation 401(K) 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 20250410151644NAL0035757184001) for Ho-Chunk Nation 401(K) Plan & Trust, reported by Ho-Chunk Nation under EIN 39-1140880 and plan number 001. It reports 2,745 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410151644NAL0035757184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ho-Chunk Nation
- EIN
- 39-1140880
- Plan number
- 001
- Location
- Black River Falls, WI
- Participants
- 2,745
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $72,058,389
- Total liabilities (EOY)
- $88,718
- Net assets (EOY)
- $71,969,671
- Employer contributions
- $1,604,733
- Participant contributions
- $3,972,144
- Total income / additions
- $15,321,506
- Benefits paid
- $6,114,056
- Administrative expenses
- $212,572
- Total expenses
- $6,326,628
- Net increase / (decrease)
- $8,994,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $147,640 | $0 |
| Nfp Retirement, Inc. | ADVISOR | $64,928 | not reported in the loaded dataset |