Sac & Fox Of The Mississippi In Iowa/Meskwaki Retirement Plan — Form 5500 plan (Sac & Fox Tribe Of The Mississippi In Iowa)
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, Sac & Fox Of The Mississippi In Iowa/Meskwaki Retirement Plan is a benefit plan reported by Sac & Fox Tribe Of The Mississippi In Iowa under EIN 41-6053373 and plan number 001. The latest loaded filing year is 2023. The filing reports 564 participants and $22,093,617 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sac & Fox Tribe Of The Mississippi In Iowa
- EIN
- 41-6053373
- Plan number
- 001
- Plan type
- 2
- Location
- Tama, IA
- Latest filing year
- 2023
- Participants
- 564
- End-of-year plan assets
- $22,093,617
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 564 | H, C | 20241015100012NAL0056908338006 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,093,617
- Total liabilities (EOY)
- $15,665
- Net assets (EOY)
- $22,077,952
- Net assets (BOY)
- $18,933,853
Income & contributions
- Employer contributions
- $914,139
- Participant contributions
- $1,378,989
- Total contributions
- $2,326,955
- Total income / additions
- $5,221,370
Expenses & distributions
- Benefits paid
- $2,029,587
- Administrative expenses
- $32,019
- Total expenses
- $2,077,271
- Net increase / (decrease)
- $3,144,099
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Security National Bank | TRUSTEE | $24,043 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $7,976 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sac & Fox Tribe Of The Mississippi In Iowa
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Tama, IA
- Security National Bank — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation