401k Plan data: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN plan

EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 401k Plan overview

Plan Name	EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN
Plan identification number	002

EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EASTERN BAND OF CHEROKEE INDIANS has sponsored the creation of one or more 401k plans.

Company Name: EASTERN BAND OF CHEROKEE INDIANS

Employer identification number (EIN): 560572090

NAIC Classification: 921000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 WHITNEY REED 2023-10-09
002 2021-01-01 WHITNEY REED 2022-09-30
002 2020-01-01 WHITNEY REED 2021-10-13
002 2019-01-01 WHITNEY REED 2020-10-14
002 2018-01-01 WHITNEY REED 2019-10-11
002 2017-01-01 WHITNEY REED 2018-08-09
002 2016-01-01 JEWELL FISCHER 2017-10-09
002 2015-01-01 KRISTIN SMITH 2016-10-06 KRISTIN SMITH 2016-10-06
002 2014-01-01 JANE BLANKENSHIP JANE BLANKENSHIP 2015-10-14
002 2013-01-01 JANE BLANKENSHIP JANE BLANKENSHIP 2014-10-15
002 2012-01-01 JANE BLANKENSHIP
002 2011-01-01 JANE BLANKENSHIP
002 2010-01-01 JANE BLANKENSHIP JANE BLANKENSHIP 2011-08-30
002 2009-01-01 JANE BLANKENSHIP
002 2008-01-01 JANE BLANKENSHIP

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	WHITNEY REED	2023-10-09
002	2021-01-01	WHITNEY REED	2022-09-30
002	2020-01-01	WHITNEY REED	2021-10-13
002	2019-01-01	WHITNEY REED	2020-10-14
002	2018-01-01	WHITNEY REED	2019-10-11
002	2017-01-01	WHITNEY REED	2018-08-09
002	2016-01-01	JEWELL FISCHER	2017-10-09
002	2015-01-01	KRISTIN SMITH	2016-10-06	KRISTIN SMITH	2016-10-06
002	2014-01-01	JANE BLANKENSHIP		JANE BLANKENSHIP	2015-10-14
002	2013-01-01	JANE BLANKENSHIP		JANE BLANKENSHIP	2014-10-15
002	2012-01-01	JANE BLANKENSHIP
002	2011-01-01	JANE BLANKENSHIP
002	2010-01-01	JANE BLANKENSHIP		JANE BLANKENSHIP	2011-08-30
002	2009-01-01	JANE BLANKENSHIP
002	2008-01-01	JANE BLANKENSHIP

Plan Statistics for EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN

401k plan membership statisitcs for EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN

Measure Date Value
2022: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 14,928,280
Acturial value of plan assets 2022-12-31 14,135,775
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 4,003,765
Number of terminated vested participants 2022-12-31 39
Fundng target for terminated vested participants 2022-12-31 1,723,060
Active participant vested funding target 2022-12-31 3,060,349
Number of active participants 2022-12-31 41
Total funding liabilities for active participants 2022-12-31 3,358,006
Total participant count 2022-12-31 104
Total funding target for all participants 2022-12-31 9,084,831
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 3,718,951
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 3,718,951
Present value of excess contributions 2022-12-31 37,740
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 39,865
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 39,865
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 4,190,586
Total employer contributions 2022-12-31 43,697
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 41,978
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 287,934
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 41,978
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 13,692,282
Acturial value of plan assets 2021-12-31 12,547,387
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 3,718,188
Number of terminated vested participants 2021-12-31 36
Fundng target for terminated vested participants 2021-12-31 1,585,474
Active participant vested funding target 2021-12-31 2,820,435
Number of active participants 2021-12-31 45
Total funding liabilities for active participants 2021-12-31 3,246,743
Total participant count 2021-12-31 104
Total funding target for all participants 2021-12-31 8,550,405
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 3,274,438
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 3,274,438
Present value of excess contributions 2021-12-31 101,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 107,383
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 107,383
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 94,113
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 3,718,951
Total employer contributions 2021-12-31 39,312
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 37,739
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 278,031
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 37,739
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 12,344,134
Acturial value of plan assets 2020-12-31 11,727,472
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 3,875,980
Number of terminated vested participants 2020-12-31 33
Fundng target for terminated vested participants 2020-12-31 1,666,390
Active participant vested funding target 2020-12-31 2,300,568
Number of active participants 2020-12-31 38
Total funding liabilities for active participants 2020-12-31 2,690,595
Total participant count 2020-12-31 94
Total funding target for all participants 2020-12-31 8,232,965
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 2,905,912
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 2,905,912
Present value of excess contributions 2020-12-31 15,742
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 16,622
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 16,622
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 288,269
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 3,274,437
Total employer contributions 2020-12-31 105,944
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 101,843
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 220,070
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 101,843
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 10,359,672
Acturial value of plan assets 2019-12-31 11,028,452
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 3,317,478
Number of terminated vested participants 2019-12-31 33
Fundng target for terminated vested participants 2019-12-31 1,464,115
Active participant vested funding target 2019-12-31 2,689,266
Number of active participants 2019-12-31 36
Total funding liabilities for active participants 2019-12-31 3,042,488
Total participant count 2019-12-31 89
Total funding target for all participants 2019-12-31 7,824,081
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 3,105,724
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 3,105,724
Present value of excess contributions 2019-12-31 9,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 10,446
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 10,446
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 2,905,912
Total employer contributions 2019-12-31 16,410
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 15,742
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 249,022
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 15,742
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 11,353,543
Acturial value of plan assets 2018-12-31 10,701,361
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,829,344
Number of terminated vested participants 2018-12-31 16
Fundng target for terminated vested participants 2018-12-31 1,100,383
Active participant vested funding target 2018-12-31 3,128,078
Number of active participants 2018-12-31 37
Total funding liabilities for active participants 2018-12-31 3,462,845
Total participant count 2018-12-31 83
Total funding target for all participants 2018-12-31 7,392,572
Balance at beginning of prior year after applicable adjustments 2018-12-31 297,125
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 2,699,605
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 297,125
Amount remaining of prefunding balance 2018-12-31 2,699,605
Present value of excess contributions 2018-12-31 130,552
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 138,320
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 138,320
Reductions in caryover balances due to elections or deemed elections 2018-12-31 344,308
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 160,898
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 3,105,724
Total employer contributions 2018-12-31 10,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 9,876
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 203,065
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 9,876
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 10,364,857
Acturial value of plan assets 2017-12-31 10,536,142
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,524,750
Number of terminated vested participants 2017-12-31 31
Fundng target for terminated vested participants 2017-12-31 1,697,576
Active participant vested funding target 2017-12-31 3,676,258
Number of active participants 2017-12-31 42
Total funding liabilities for active participants 2017-12-31 4,005,925
Total participant count 2017-12-31 84
Total funding target for all participants 2017-12-31 7,228,251
Balance at beginning of prior year after applicable adjustments 2017-12-31 276,267
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 2,372,857
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 276,267
Amount remaining of prefunding balance 2017-12-31 2,372,857
Present value of excess contributions 2017-12-31 139,059
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 147,597
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 147,597
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 297,125
Balance of prefunding at beginning of current year 2017-12-31 2,699,605
Total employer contributions 2017-12-31 135,397
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 130,552
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 207,598
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 130,552
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 9,626,928
Acturial value of plan assets 2016-12-31 9,791,116
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,359,816
Number of terminated vested participants 2016-12-31 25
Fundng target for terminated vested participants 2016-12-31 878,860
Active participant vested funding target 2016-12-31 4,012,114
Number of active participants 2016-12-31 48
Total funding liabilities for active participants 2016-12-31 4,372,449
Total participant count 2016-12-31 83
Total funding target for all participants 2016-12-31 6,611,125
Balance at beginning of prior year after applicable adjustments 2016-12-31 277,237
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 2,169,700
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 277,237
Amount remaining of prefunding balance 2016-12-31 2,169,700
Present value of excess contributions 2016-12-31 198,186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 210,751
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 210,751
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 276,267
Balance of prefunding at beginning of current year 2016-12-31 2,372,857
Total employer contributions 2016-12-31 142,904
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 139,059
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 224,137
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 139,059
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2014: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 45
Number of retired or separated participants receiving benefits 2014-01-01 9
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 79
2013: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 44
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 27
Total of all active and inactive participants 2013-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 50
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 20
Total of all active and inactive participants 2012-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 49
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 46
Number of retired or separated participants receiving benefits 2010-01-01 5
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,997
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3,123
Number of retired or separated participants receiving benefits 2009-01-01 418
Number of other retired or separated participants entitled to future benefits 2009-01-01 629
Total of all active and inactive participants 2009-01-01 4,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 33
Total participants 2009-01-01 4,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 199
2008: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 3,723
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 3,045
Number of retired or separated participants receiving benefits 2008-01-01 343
Number of other retired or separated participants entitled to future benefits 2008-01-01 522
Total of all active and inactive participants 2008-01-01 3,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 30
Total participants 2008-01-01 3,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 194

Measure	Date	Value
2022: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	14,928,280
Acturial value of plan assets	2022-12-31	14,135,775
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	4,003,765
Number of terminated vested participants	2022-12-31	39
Fundng target for terminated vested participants	2022-12-31	1,723,060
Active participant vested funding target	2022-12-31	3,060,349
Number of active participants	2022-12-31	41
Total funding liabilities for active participants	2022-12-31	3,358,006
Total participant count	2022-12-31	104
Total funding target for all participants	2022-12-31	9,084,831
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	3,718,951
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	3,718,951
Present value of excess contributions	2022-12-31	37,740
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	39,865
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	39,865
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	4,190,586
Total employer contributions	2022-12-31	43,697
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	41,978
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	287,934
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	41,978
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	13,692,282
Acturial value of plan assets	2021-12-31	12,547,387
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	3,718,188
Number of terminated vested participants	2021-12-31	36
Fundng target for terminated vested participants	2021-12-31	1,585,474
Active participant vested funding target	2021-12-31	2,820,435
Number of active participants	2021-12-31	45
Total funding liabilities for active participants	2021-12-31	3,246,743
Total participant count	2021-12-31	104
Total funding target for all participants	2021-12-31	8,550,405
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	3,274,438
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	3,274,438
Present value of excess contributions	2021-12-31	101,843
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	107,383
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	107,383
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	94,113
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	3,718,951
Total employer contributions	2021-12-31	39,312
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	37,739
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	278,031
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	37,739
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	12,344,134
Acturial value of plan assets	2020-12-31	11,727,472
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	3,875,980
Number of terminated vested participants	2020-12-31	33
Fundng target for terminated vested participants	2020-12-31	1,666,390
Active participant vested funding target	2020-12-31	2,300,568
Number of active participants	2020-12-31	38
Total funding liabilities for active participants	2020-12-31	2,690,595
Total participant count	2020-12-31	94
Total funding target for all participants	2020-12-31	8,232,965
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	2,905,912
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	2,905,912
Present value of excess contributions	2020-12-31	15,742
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	16,622
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	16,622
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	288,269
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	3,274,437
Total employer contributions	2020-12-31	105,944
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	101,843
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	220,070
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	101,843
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	10,359,672
Acturial value of plan assets	2019-12-31	11,028,452
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	3,317,478
Number of terminated vested participants	2019-12-31	33
Fundng target for terminated vested participants	2019-12-31	1,464,115
Active participant vested funding target	2019-12-31	2,689,266
Number of active participants	2019-12-31	36
Total funding liabilities for active participants	2019-12-31	3,042,488
Total participant count	2019-12-31	89
Total funding target for all participants	2019-12-31	7,824,081
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	3,105,724
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	3,105,724
Present value of excess contributions	2019-12-31	9,876
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	10,446
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	10,446
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	2,905,912
Total employer contributions	2019-12-31	16,410
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	15,742
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	249,022
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	15,742
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	11,353,543
Acturial value of plan assets	2018-12-31	10,701,361
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,829,344
Number of terminated vested participants	2018-12-31	16
Fundng target for terminated vested participants	2018-12-31	1,100,383
Active participant vested funding target	2018-12-31	3,128,078
Number of active participants	2018-12-31	37
Total funding liabilities for active participants	2018-12-31	3,462,845
Total participant count	2018-12-31	83
Total funding target for all participants	2018-12-31	7,392,572
Balance at beginning of prior year after applicable adjustments	2018-12-31	297,125
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	2,699,605
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	297,125
Amount remaining of prefunding balance	2018-12-31	2,699,605
Present value of excess contributions	2018-12-31	130,552
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	138,320
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	138,320
Reductions in caryover balances due to elections or deemed elections	2018-12-31	344,308
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	160,898
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	3,105,724
Total employer contributions	2018-12-31	10,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	9,876
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	203,065
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	9,876
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	10,364,857
Acturial value of plan assets	2017-12-31	10,536,142
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,524,750
Number of terminated vested participants	2017-12-31	31
Fundng target for terminated vested participants	2017-12-31	1,697,576
Active participant vested funding target	2017-12-31	3,676,258
Number of active participants	2017-12-31	42
Total funding liabilities for active participants	2017-12-31	4,005,925
Total participant count	2017-12-31	84
Total funding target for all participants	2017-12-31	7,228,251
Balance at beginning of prior year after applicable adjustments	2017-12-31	276,267
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	2,372,857
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	276,267
Amount remaining of prefunding balance	2017-12-31	2,372,857
Present value of excess contributions	2017-12-31	139,059
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	147,597
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	147,597
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	297,125
Balance of prefunding at beginning of current year	2017-12-31	2,699,605
Total employer contributions	2017-12-31	135,397
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	130,552
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	207,598
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	130,552
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	9,626,928
Acturial value of plan assets	2016-12-31	9,791,116
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,359,816
Number of terminated vested participants	2016-12-31	25
Fundng target for terminated vested participants	2016-12-31	878,860
Active participant vested funding target	2016-12-31	4,012,114
Number of active participants	2016-12-31	48
Total funding liabilities for active participants	2016-12-31	4,372,449
Total participant count	2016-12-31	83
Total funding target for all participants	2016-12-31	6,611,125
Balance at beginning of prior year after applicable adjustments	2016-12-31	277,237
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	2,169,700
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	277,237
Amount remaining of prefunding balance	2016-12-31	2,169,700
Present value of excess contributions	2016-12-31	198,186
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	210,751
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	210,751
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	276,267
Balance of prefunding at beginning of current year	2016-12-31	2,372,857
Total employer contributions	2016-12-31	142,904
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	139,059
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	224,137
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	139,059
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2014: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	45
Number of retired or separated participants receiving benefits	2014-01-01	9
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	79
2013: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	44
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	27
Total of all active and inactive participants	2013-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	50
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	20
Total of all active and inactive participants	2012-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	49
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	46
Number of retired or separated participants receiving benefits	2010-01-01	5
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,997
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3,123
Number of retired or separated participants receiving benefits	2009-01-01	418
Number of other retired or separated participants entitled to future benefits	2009-01-01	629
Total of all active and inactive participants	2009-01-01	4,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	33
Total participants	2009-01-01	4,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	199
2008: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	3,723
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	3,045
Number of retired or separated participants receiving benefits	2008-01-01	343
Number of other retired or separated participants entitled to future benefits	2008-01-01	522
Total of all active and inactive participants	2008-01-01	3,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	30
Total participants	2008-01-01	3,940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	194

Financial Data on EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN

Measure	Date	Value
2014 : EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$1,615,822
Expenses. Total of all expenses incurred	2014-12-31	$123,500
Benefits paid (including direct rollovers)	2014-12-31	$75,618
Total plan assets at end of year	2014-12-31	$9,577,739
Total plan assets at beginning of year	2014-12-31	$8,085,417
Value of fidelity bond covering the plan	2014-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$3,773
Other income received	2014-12-31	$1,460,018
Net income (gross income less expenses)	2014-12-31	$1,492,322
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$9,577,739
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$8,085,417
Total contributions received or receivable from employer(s)	2014-12-31	$155,804
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$44,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,625,225
Expenses. Total of all expenses incurred	2013-12-31	$59,955
Benefits paid (including direct rollovers)	2013-12-31	$53,908
Total plan assets at end of year	2013-12-31	$8,085,417
Total plan assets at beginning of year	2013-12-31	$6,520,147
Value of fidelity bond covering the plan	2013-12-31	$500,000
Other income received	2013-12-31	$1,252,079
Net income (gross income less expenses)	2013-12-31	$1,565,270
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$8,085,417
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$6,520,147
Total contributions received or receivable from employer(s)	2013-12-31	$373,146
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$6,047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$1,420,479
Expenses. Total of all expenses incurred	2012-12-31	$90,981
Benefits paid (including direct rollovers)	2012-12-31	$55,720
Total plan assets at end of year	2012-12-31	$6,520,147
Total plan assets at beginning of year	2012-12-31	$5,190,649
Value of fidelity bond covering the plan	2012-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Other income received	2012-12-31	$743,038
Net income (gross income less expenses)	2012-12-31	$1,329,498
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$6,520,147
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$5,190,649
Total contributions received or receivable from employer(s)	2012-12-31	$677,441
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$35,261
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$532,843
Expenses. Total of all expenses incurred	2011-12-31	$104,219
Benefits paid (including direct rollovers)	2011-12-31	$71,870
Total plan assets at end of year	2011-12-31	$5,190,649
Total plan assets at beginning of year	2011-12-31	$4,762,025
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-18,240
Net income (gross income less expenses)	2011-12-31	$428,624
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$5,190,649
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$4,762,025
Total contributions received or receivable from employer(s)	2011-12-31	$551,083
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$32,349
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-108,731,008
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$1,872,047
Expenses. Total of all expenses incurred	2010-12-31	$99,335
Benefits paid (including direct rollovers)	2010-12-31	$81,150
Total plan assets at end of year	2010-12-31	$4,762,025
Total plan assets at beginning of year	2010-12-31	$111,720,321
Value of fidelity bond covering the plan	2010-12-31	$500,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$8,366
Other income received	2010-12-31	$434,716
Net income (gross income less expenses)	2010-12-31	$1,772,712
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,762,025
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$111,720,321
Total contributions received or receivable from employer(s)	2010-12-31	$1,437,331
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$9,819
2009 : EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN

2014: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes
2008: EASTERN BAND OF CHEROKEE INDIANS RETIREMENT PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	EASTERN BAND OF CHEROKEE INDIANS
Employer identification number (EIN):	560572090
NAIC Classification:	921000