401(k)
2024 plan-year 401(k) DOL Form 5500

UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UPPER SKAGIT INDIAN TRIBE

This 401(k) plan holds $14M in total assets and serves 276 participants as of 2024. It is sponsored by UPPER SKAGIT INDIAN TRIBE in Washington. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$14M
Participants
276
State
Industry
Food Services & Accommodation

What the Filing Says About UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN

UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by UPPER SKAGIT INDIAN TRIBE, headquartered in Washington. As of the 2024 Form 5500 filing, the plan reports $14M in total end-of-year assets and covers 276 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 911703103, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2024 to $14M at year-end — a gain of 18.4%. Net assets (after liabilities) closed the year at $14M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$14M
Net Assets (End of Year)$14M
Net Income$2M
Plan Type401(k)
Employer EIN911703103
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UPPER SKAGIT INDIAN TRIBE)

Year Plans Participants Total Assets
2022 1 255 $10M
2023 1 262 $12M
2024 1 276 $14M

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Frequently Asked Questions

How much money is in the UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN?
As of the 2024 Form 5500 filing, UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN holds $14M in total assets with 276 participants. It is sponsored by UPPER SKAGIT INDIAN TRIBE.
What type of plan is UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN?
UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN is a 401(k) plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 911703103.
Who sponsors the UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN?
UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN is sponsored by UPPER SKAGIT INDIAN TRIBE, located in Washington. The sponsor's EIN is 911703103 and the plan operates in the Food Services & Accommodation industry.
How did UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN perform in 2024?
UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN grew by 18.4% during 2024, moving from $12M to $14M in total assets. Net income was $2M.
Where can I find official filings for UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN?
Official Form 5500 filings for UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 911703103 or plan name at efast.dol.gov.
How does UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN compare to other plans?
You can compare UPPER SKAGIT INDIAN TRIBE DBA SVCR 401K PROFIT SHARING PLAN against other 401(k) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 911703103.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.