Table Mountain Rancheria 401(K) Plan — Form 5500 plan (Table Mountain Rancheria Band Of Indians)

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, Table Mountain Rancheria 401(K) Plan is a benefit plan reported by Table Mountain Rancheria Band Of Indians under EIN 77-0212451 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,142 participants and $37,352,740 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Table Mountain Rancheria Band Of Indians
EIN
77-0212451
Plan number
001
Plan type
2
Location
Friant, CA
Latest filing year
2023
Participants
1,142
End-of-year plan assets
$37,352,740

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,142H, C20241015175559NAL0015205187001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$37,352,740
Total liabilities (EOY)
$0
Net assets (EOY)
$37,352,740
Net assets (BOY)
$30,899,918

Income & contributions

Employer contributions
$902,287
Participant contributions
$2,486,875
Total contributions
$3,591,262
Total income / additions
$9,101,776

Expenses & distributions

Benefits paid
$2,479,038
Administrative expenses
$169,916
Total expenses
$2,648,954
Net increase / (decrease)
$6,452,822

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$169,721$02023
Ima Wealth IncBROKER$0$64,8012023
Nexus Administrators IncRECORDKEEPER$0$4262023

Related Form 5500 pages