Mooretown Rancheria Commercial Savings And Retirement Plan — Form 5500 plan (Mooretown 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, Mooretown Rancheria Commercial Savings And Retirement Plan is a benefit plan reported by Mooretown Rancheria under EIN 68-0152435 and plan number 003. The latest loaded filing year is 2023. The filing reports 599 participants and $3,882,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mooretown Rancheria
- EIN
- 68-0152435
- Plan number
- 003
- Plan type
- 2
- Location
- Oroville, CA
- Latest filing year
- 2023
- Participants
- 599
- End-of-year plan assets
- $3,882,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 599 | H, C | 20241015113942NAL0014506915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,882,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,882,757
- Net assets (BOY)
- $3,304,289
Income & contributions
- Employer contributions
- $10,785
- Participant contributions
- $269,635
- Total contributions
- $298,317
- Total income / additions
- $795,027
Expenses & distributions
- Benefits paid
- $174,862
- Administrative expenses
- $17,437
- Total expenses
- $216,559
- Net increase / (decrease)
- $578,468
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Co | RECORDKEEPER | $12,281 | $0 | 2023 |
| Bidwell Consulting Services, Inc | RECORDKEEPER | $5,156 | $0 | 2023 |