Ho-Chunk Nation 401(K) Plan & Trust — Form 5500 plan (Ho-Chunk Nation)

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, Ho-Chunk Nation 401(K) Plan & Trust is a benefit plan reported by Ho-Chunk Nation under EIN 39-1140880 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,745 participants and $72,058,389 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ho-Chunk Nation
EIN
39-1140880
Plan number
001
Plan type
2
Location
Black River Falls, WI
Latest filing year
2023
Participants
2,745
End-of-year plan assets
$72,058,389

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,745H, C20250410151644NAL0035757184001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$72,058,389
Total liabilities (EOY)
$88,718
Net assets (EOY)
$71,969,671
Net assets (BOY)
$62,974,793

Income & contributions

Employer contributions
$1,604,733
Participant contributions
$3,972,144
Total contributions
$5,578,020
Total income / additions
$15,321,506

Expenses & distributions

Benefits paid
$6,114,056
Administrative expenses
$212,572
Total expenses
$6,326,628
Net increase / (decrease)
$8,994,878

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$147,640$02023
Nfp Retirement, Inc.ADVISOR$64,928not reported in the loaded dataset2023

Related Form 5500 pages