Kenmore, 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, Kenmore, WA has 7 loaded benefit plan(s) reported by 6 plan sponsor(s), with $60,690,431 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 7
- Plan sponsors
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $60,690,431
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $60,690,431
Contributions & income
- Employer contributions
- $0
- Participant contributions
- $1,145,346
- Total income / additions
- $8,334,640
Expenses & distributions
- Benefits paid / distributions
- $2,974,261
- Total expenses
- $3,077,384
- Net increase / (decrease)
- $5,257,256
Coverage
- Total reported participants
- 1,309
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kenmore, 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 |
|---|---|---|---|
| Bastyr University 403(B) Dc Plan | Bastyr University | $44,290,427 | 2023 |
| Charter Construction, Inc. Employee Stock Ownership Plan | Charter Construction Transition Company, Inc. | $15,431,427 | 2023 |
| L1 Restorations, Inc. 401(K) Plan | L1 Restorations, Inc. | $423,360 | 2023 |
| Cosmicstep Software, Inc | Cosmicstep Software, Inc | $323,583 | 2023 |
| Bsk Management, Inc. 401(K) Plan | Bsk Management, Inc. | $215,700 | 2023 |
| Amiya LLC Self Funded Medical Reimbursement Plan | Amiya LLC | $5,934 | 2023 |
| Bastyr University Employee Benefit Plan | Bastyr University | not reported in the loaded dataset | 2023 |
Largest plans in Kenmore → · Kenmore plans by participants → · Kenmore plans with financial data → · Kenmore plans with provider compensation → · $1B+ plans in Kenmore →
Related Form 5500 pages
- All WA Form 5500 filings
- Bastyr University 403(B) Dc Plan (plan 001)
- Bastyr University — all reported plans
- Charter Construction, Inc. Employee Stock Ownership Plan (plan 002)
- Charter Construction Transition Company, Inc. — all reported plans
- L1 Restorations, Inc. 401(K) Plan (plan 001)
- L1 Restorations, Inc. — all reported plans
- Cosmicstep Software, Inc (plan 001)
- Cosmicstep Software, Inc — all reported plans
- Bsk Management, Inc. 401(K) Plan (plan 001)
- Bsk Management, Inc. — all reported plans
- Amiya LLC Self Funded Medical Reimbursement Plan (plan 501)
- Amiya LLC — all reported plans
- Bastyr University Employee Benefit Plan (plan 501)
- Methodology
- Data sources