Barona Employees 401(K) Retirement Plan — Form 5500 plan (Barona Band Of Mission Indians)
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, Barona Employees 401(K) Retirement Plan is a benefit plan reported by Barona Band Of Mission Indians under EIN 33-0687849 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,363 participants and $119,168,644 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barona Band Of Mission Indians
- EIN
- 33-0687849
- Plan number
- 001
- Plan type
- 2
- Location
- Lakeside, CA
- Latest filing year
- 2023
- Participants
- 2,363
- End-of-year plan assets
- $119,168,644
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,363 | H, C | 20241010185606NAL0021639537002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $119,168,644
- Net assets (EOY)
- $119,168,644
- Net assets (BOY)
- $101,417,855
Income & contributions
- Employer contributions
- $1,461,289
- Participant contributions
- $6,357,204
- Total contributions
- $7,981,371
- Total income / additions
- $25,507,211
Expenses & distributions
- Benefits paid
- $7,479,839
- Administrative expenses
- $203,637
- Total expenses
- $7,756,422
- Net increase / (decrease)
- $17,750,789
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADV, BROKER | $132,534 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $50,603 | $0 | 2023 |
| Duffy Kruspodin Llp | AUDITOR | $20,500 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barona Band Of Mission Indians
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Lakeside, CA
- Morgan Stanley — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Duffy Kruspodin Llp — Schedule C compensation
- National Financial Services — Schedule C compensation