Menominee Tribal Retirement And 401(K) Savings Plan — Form 5500 plan (Menominee Tribal Enterprises)
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, Menominee Tribal Retirement And 401(K) Savings Plan is a benefit plan reported by Menominee Tribal Enterprises under EIN 39-1218441 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $4,977,062 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Menominee Tribal Enterprises
- EIN
- 39-1218441
- Plan number
- 001
- Plan type
- 2
- Location
- Neopit, WI
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $4,977,062
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241118134920NAL0001388689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,977,062
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,977,062
- Net assets (BOY)
- $4,510,773
Income & contributions
- Employer contributions
- $185,479
- Participant contributions
- $379,518
- Total contributions
- $574,844
- Total income / additions
- $1,242,837
Expenses & distributions
- Benefits paid
- $746,532
- Administrative expenses
- $28,131
- Total expenses
- $776,548
- Net increase / (decrease)
- $466,289
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $19,470 | $0 | 2023 |
| Sheridan Road | ADVISOR | $8,661 | not reported in the loaded dataset | 2023 |