Squaxin Island Tribe And Island Enterprise 401(K) Plan — Form 5500 plan (Squaxin Island 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, Squaxin Island Tribe And Island Enterprise 401(K) Plan is a benefit plan reported by Squaxin Island Tribe under EIN 91-0922254 and plan number 002. The latest loaded filing year is 2023. The filing reports 577 participants and $25,042,641 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Squaxin Island Tribe
- EIN
- 91-0922254
- Plan number
- 002
- Plan type
- 2
- Location
- Shelton, WA
- Latest filing year
- 2023
- Participants
- 577
- End-of-year plan assets
- $25,042,641
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 577 | H, C | 20241015182210NAL0017035683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,042,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,042,641
- Net assets (BOY)
- $22,279,808
Income & contributions
- Employer contributions
- $1,188,563
- Participant contributions
- $1,470,693
- Total contributions
- $2,674,712
- Total income / additions
- $6,512,027
Expenses & distributions
- Benefits paid
- $3,685,514
- Administrative expenses
- $63,680
- Total expenses
- $3,749,194
- Net increase / (decrease)
- $2,762,833
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 180 Wealth Advisor | NONE | $56,780 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $6,900 | $17 | 2023 |