Hozhoni Foundation, Inc. Retirement Contribution Plan — Form 5500 plan (Hozhoni Foundation, Inc.)

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, Hozhoni Foundation, Inc. Retirement Contribution Plan is a benefit plan reported by Hozhoni Foundation, Inc. under EIN 86-0255127 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $1,873,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hozhoni Foundation, Inc.
EIN
86-0255127
Plan number
001
Plan type
2
Location
Flagstaff, AZ
Latest filing year
2023
Participants
158
End-of-year plan assets
$1,873,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20240730165938NAL0021241553001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,873,459
Total liabilities (EOY)
$0
Net assets (EOY)
$1,873,459
Net assets (BOY)
$1,806,314

Income & contributions

Employer contributions
$37,965
Participant contributions
$142,820
Total contributions
$181,692
Total income / additions
$471,841

Expenses & distributions

Benefits paid
$399,037
Administrative expenses
$5,659
Total expenses
$404,696
Net increase / (decrease)
$67,145

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ameritas Life Insurance CorpBUNDLED RECORDKEEPER$5,320$02023
Mesirow Fin Investment Mgmt, Inc3(21) FIDUCIARY$339not reported in the loaded dataset2023

Related Form 5500 pages