Bear River Band Of Rohnerville Rancheria 401(K) Plan — Form 5500 plan (Bear River Band Of Rohnerville Rancheria)
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, Bear River Band Of Rohnerville Rancheria 401(K) Plan is a benefit plan reported by Bear River Band Of Rohnerville Rancheria under EIN 68-0085465 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $10,422,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bear River Band Of Rohnerville Rancheria
- EIN
- 68-0085465
- Plan number
- 001
- Plan type
- 2
- Location
- Loleta, CA
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $10,422,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20241011210210NAL0045853202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,422,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,422,435
- Net assets (BOY)
- $9,046,059
Income & contributions
- Employer contributions
- $538,591
- Participant contributions
- $1,097,198
- Total contributions
- $1,639,742
- Total income / additions
- $3,222,161
Expenses & distributions
- Benefits paid
- $1,764,886
- Administrative expenses
- $61,114
- Total expenses
- $1,845,785
- Net increase / (decrease)
- $1,376,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $39,923 | $37 | 2023 |
| Global Retirement Partners, LLC | NONE | $21,189 | not reported in the loaded dataset | 2023 |