Clinton, WA Form 5500 retirement and benefit plan filings
City Form 5500 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, Clinton, WA has 4 loaded benefit plan(s) reported by 3 plan sponsor(s), with $11,176,282 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 4
- Plan sponsors
- 3
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $11,176,282
- Total reported liabilities (EOY)
- $7,907
- Total reported net assets (EOY)
- $11,228,267
Contributions & income
- Employer contributions
- $192,763
- Participant contributions
- $560,781
- Total income / additions
- $2,151,540
Expenses & distributions
- Benefits paid / distributions
- $1,753,315
- Total expenses
- $1,805,280
- Net increase / (decrease)
- $346,260
Coverage
- Total reported participants
- 879
- Plans with financial statements
- 3
- Plans with provider compensation
- 1
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Clinton, WA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| The Myers Group Retirement Plan | The Myers Group, LLC | $10,908,867 | 2023 |
| Kat-Jo, Inc. 401(K) Plan | Kat-Jo, Inc. | $267,415 | 2023 |
| Bishop & Associates Psc 401(K) Plan | Bishop Friend, Psc | $0 | 2023 |
| The Myers Group LLC Employee Health Benefit Plan | The Myers Group, LLC | not reported in the loaded dataset | 2023 |
Largest plans in Clinton → · Clinton plans by participants → · Clinton plans with financial data → · Clinton plans with provider compensation → · $1B+ plans in Clinton →
Related Form 5500 pages
- All WA Form 5500 filings
- The Myers Group Retirement Plan (plan 001)
- The Myers Group, LLC — all reported plans
- Kat-Jo, Inc. 401(K) Plan (plan 001)
- Kat-Jo, Inc. — all reported plans
- Bishop & Associates Psc 401(K) Plan (plan 001)
- Bishop Friend, Psc — all reported plans
- The Myers Group LLC Employee Health Benefit Plan (plan 505)
- Methodology
- Data sources