2023 Form 5500 filing — Puyallup Tribal Enterprises, Inc. 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 20250702095818NAL0019542688001) for Puyallup Tribal Enterprises, Inc. 401(K) Plan, reported by Puyallup Tribal Enterprises, Inc. under EIN 91-1476458 and plan number 001. It reports 191 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702095818NAL0019542688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Puyallup Tribal Enterprises, Inc.
- EIN
- 91-1476458
- Plan number
- 001
- Location
- Fife, WA
- Participants
- 191
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,159,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,159,218
- Employer contributions
- $587,573
- Participant contributions
- $291,096
- Total income / additions
- $3,112,657
- Benefits paid
- $269,357
- Administrative expenses
- $13,968
- Total expenses
- $283,325
- Net increase / (decrease)
- $2,829,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $7,481 | not reported in the loaded dataset |
| Rbc Capital Markets Corp | INVESTMENT ADVISOR | $3,950 | not reported in the loaded dataset |