Quechan Indian Tribe Employee Savings And Retirement Plan — Form 5500 plan (Quechan Indian Tribe)
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, Quechan Indian Tribe Employee Savings And Retirement Plan is a benefit plan reported by Quechan Indian Tribe under EIN 86-0211181 and plan number 001. The latest loaded filing year is 2023. The filing reports 935 participants and $13,873,298 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Quechan Indian Tribe
- EIN
- 86-0211181
- Plan number
- 001
- Plan type
- 2
- Location
- Winterhaven, CA
- Latest filing year
- 2023
- Participants
- 935
- End-of-year plan assets
- $13,873,298
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 935 | H, C | 20240904111123NAL0020117233001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,873,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,873,298
- Net assets (BOY)
- $11,205,790
Income & contributions
- Employer contributions
- $748,801
- Participant contributions
- $1,094,107
- Total contributions
- $1,877,044
- Total income / additions
- $3,771,932
Expenses & distributions
- Benefits paid
- $1,006,866
- Administrative expenses
- $97,558
- Total expenses
- $1,104,424
- Net increase / (decrease)
- $2,667,508
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $58,956 | $0 | 2023 |
| Pfg Advisors LLC | RETAINED BY EMPLOYER | $29,736 | not reported in the loaded dataset | 2023 |
| Equitable Advisors, LLC | RETAINED BY EMPLOYER | $8,866 | not reported in the loaded dataset | 2023 |