Plan5500

Tribe513, Pa 401(K) Retirement Plan — Form 5500 plan (Tribe513, Pa)

Plain-English plan 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, Tribe513, Pa 401(K) Retirement Plan is a benefit plan reported by Tribe513, Pa under EIN 20-3730220 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $13,439,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tribe513, Pa
EIN
20-3730220
Plan number
001
Plan type
2
Location
Greenville, SC
Latest filing year
2023
Participants
382
End-of-year plan assets
$13,439,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023382H, C20250430094553NAL0003531314001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,439,169
Total liabilities (EOY)
$0
Net assets (EOY)
$13,439,169
Net assets (BOY)
$9,210,203

Income & contributions

Employer contributions
$596,763
Participant contributions
$1,152,527
Total contributions
$2,695,151
Total income / additions
$4,645,703

Expenses & distributions

Benefits paid
$347,147
Administrative expenses
$69,590
Total expenses
$416,737
Net increase / (decrease)
$4,228,966

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Wealth Mgmt CoADVISOR$40,493not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$23,478$02023
LeafhouseINVESTMENT ADVISOR$5,619not reported in the loaded dataset2023

Related Form 5500 pages