Taos Pueblo 401(K) Profit Sharing Plan — Form 5500 plan (Taos Pueblo)
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, Taos Pueblo 401(K) Profit Sharing Plan is a benefit plan reported by Taos Pueblo under EIN 85-0472150 and plan number 001. The latest loaded filing year is 2023. The filing reports 315 participants and $8,204,206 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Taos Pueblo
- EIN
- 85-0472150
- Plan number
- 001
- Plan type
- 2
- Location
- Taos, NM
- Latest filing year
- 2023
- Participants
- 315
- End-of-year plan assets
- $8,204,206
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 315 | H, C | 20241009132530NAL0009254627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,204,206
- Total liabilities (EOY)
- $24,823
- Net assets (EOY)
- $8,179,383
- Net assets (BOY)
- $6,900,781
Income & contributions
- Employer contributions
- $514,672
- Participant contributions
- $451,575
- Total contributions
- $966,247
- Total income / additions
- $2,050,974
Expenses & distributions
- Benefits paid
- $660,351
- Administrative expenses
- $98,056
- Total expenses
- $772,372
- Net increase / (decrease)
- $1,278,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co. Usa | CONTRACT ADMINISTRATOR | $2,535 | not reported in the loaded dataset | 2023 |