The Confederated Tribes Of Warm Springs Enterprise 401(K) Plan — Form 5500 plan (Confederated Tribes Of The Warm Springs Reservation Of Oregon)
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, The Confederated Tribes Of Warm Springs Enterprise 401(K) Plan is a benefit plan reported by Confederated Tribes Of The Warm Springs Reservation Of Oregon under EIN 93-0383362 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $6,148,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Confederated Tribes Of The Warm Springs Reservation Of Oregon
- EIN
- 93-0383362
- Plan number
- 001
- Plan type
- 2
- Location
- Warm Springs, OR
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $6,148,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241016113517NAL0052911600001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,148,742
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,148,742
- Net assets (BOY)
- $5,466,490
Income & contributions
- Employer contributions
- $170,245
- Participant contributions
- $201,458
- Total contributions
- $371,703
- Total income / additions
- $1,264,119
Expenses & distributions
- Benefits paid
- $565,837
- Administrative expenses
- $16,030
- Total expenses
- $581,867
- Net increase / (decrease)
- $682,252
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bokf, Na | TRUSTEE | $22,212 | $0 | 2023 |
| Alpine Summit Cpas | NONE | $10,600 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $5,000 | not reported in the loaded dataset | 2023 |