Tolowa Dee-Ni' Nation 401(K) Plan — Form 5500 plan (Tolowa Dee-Ni' 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, Tolowa Dee-Ni' Nation 401(K) Plan is a benefit plan reported by Tolowa Dee-Ni' Nation under EIN 68-0087275 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $8,488,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tolowa Dee-Ni' Nation
- EIN
- 68-0087275
- Plan number
- 001
- Plan type
- 2
- Location
- Smith River, CA
- Latest filing year
- 2023
- Participants
- 325
- End-of-year plan assets
- $8,488,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 325 | H, C | 20241011175428NAL0023364289001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,488,312
- Total liabilities (EOY)
- $5
- Net assets (EOY)
- $8,488,307
- Net assets (BOY)
- $7,190,816
Income & contributions
- Employer contributions
- $487,415
- Participant contributions
- $685,718
- Total contributions
- $1,174,793
- Total income / additions
- $2,179,224
Expenses & distributions
- Benefits paid
- $840,159
- Administrative expenses
- $9,467
- Total expenses
- $881,733
- Net increase / (decrease)
- $1,297,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co Lp | INVESTMENT ADVISOR | $21,928 | not reported in the loaded dataset | 2023 |
| Nh Hicks | CONTRACT ADMIN | $8,880 | not reported in the loaded dataset | 2023 |