Liberty Lake, 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, Liberty Lake, WA has 28 loaded benefit plan(s) reported by 15 plan sponsor(s), with $800,675,976 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 28
- Plan sponsors
- 15
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $800,675,976
- Total reported liabilities (EOY)
- $100,791
- Total reported net assets (EOY)
- $800,575,185
Contributions & income
- Employer contributions
- $20,289,375
- Participant contributions
- $45,377,115
- Total income / additions
- $195,843,993
Expenses & distributions
- Benefits paid / distributions
- $71,062,368
- Total expenses
- $72,866,994
- Net increase / (decrease)
- $122,976,999
Coverage
- Total reported participants
- 18,322
- Plans with financial statements
- 13
- Plans with provider compensation
- 7
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Liberty Lake, 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 |
|---|---|---|---|
| Itron, Inc. Incentive Savings Plan | Itron, Inc. | $575,692,670 | 2023 |
| Spokane Teachers Credit Union 401(K) Retirement Savings Plan | Spokane Teachers Credit Union | $104,263,161 | 2023 |
| Gee Automotive Companies 401(K) Retirement Plan | Gee Automotive Holdings, LLC | $81,447,735 | 2023 |
| Ollion 401(K) Plan | Ollion, Inc. | $12,535,543 | 2023 |
| R N R Holiday Rv Inc. 401k Retirement Plan | R N R Holiday Rv Inc. | $8,417,539 | 2023 |
| Altek, Inc. 401(K) Plan | Altek, Inc. | $7,039,215 | 2023 |
| Huntwood Industries 401(K) Plan | T.R.A. Industries, Inc. Dba Huntwood Industries | $3,928,146 | 2023 |
| Lokahi Corporation 401(K) Plan | Lokahi Corporation | $3,166,413 | 2023 |
| Family Resource Home Care 401(K) Plan | Geras, LLC | $2,774,495 | 2023 |
| Pawpular Companions Boutique Inc. 401(K) Plan | Pawpular Companions Boutique Inc. | $805,638 | 2023 |
| Kack Corp. 401(K) Profit Sharing Plan | Kack Corp. | $582,113 | 2023 |
| Kathrine A. Olson, D.D.S. 401(K) Profit Sharing Pl | Kathrine A. Olson, D.D.S. | $23,308 | 2023 |
| Pointe_id, LLC 401k Plan | Pointe_id, LLC | $0 | 2023 |
| Spokane Teachers Credit Union Term Life And Ad&D Ltd Insurance | Spokane Teachers Credit Union | not reported in the loaded dataset | 2023 |
| Spokane Teachers Credit Union Employee Medical & Dental | Spokane Teachers Credit Union | not reported in the loaded dataset | 2023 |
| Altek, Inc. Medical Plan | Altek, Inc. | not reported in the loaded dataset | 2023 |
| Altek, Inc. Health & Welfare Plans | Altek, Inc. | not reported in the loaded dataset | 2023 |
| Altek, Inc. Health & Welfare Plan | Altek, Inc. | not reported in the loaded dataset | 2023 |
| Vsp Vision | Altek, Inc. | not reported in the loaded dataset | 2023 |
| Spokane Teachers Credit Union Employee Assistance Program | Spokane Teachers Credit Union | not reported in the loaded dataset | 2023 |
| Geras Welfare Benefit Plan | Geras | not reported in the loaded dataset | 2023 |
| Itron, Inc. Health And Welfare Plan | Itron, Inc. | not reported in the loaded dataset | 2023 |
| Accra-Fab Inc Major Medical Plan | Accra-Fab, Inc | not reported in the loaded dataset | 2023 |
| Gee Automotive Holdings, LLC Health And Welfare Benefit Plan | Gee Automotive Holdings, LLC | not reported in the loaded dataset | 2023 |
| Tra Industries, Inc. Dba Huntwood Industries | Tra Industries, Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Liberty Lake → · Liberty Lake plans by participants → · Liberty Lake plans with financial data → · Liberty Lake plans with provider compensation → · $1B+ plans in Liberty Lake →
Related Form 5500 pages
- All WA Form 5500 filings
- Itron, Inc. Incentive Savings Plan (plan 001)
- Itron, Inc. — all reported plans
- Spokane Teachers Credit Union 401(K) Retirement Savings Plan (plan 033)
- Spokane Teachers Credit Union — all reported plans
- Gee Automotive Companies 401(K) Retirement Plan (plan 001)
- Gee Automotive Holdings, LLC — all reported plans
- Ollion 401(K) Plan (plan 001)
- Ollion, Inc. — all reported plans
- R N R Holiday Rv Inc. 401k Retirement Plan (plan 001)
- R N R Holiday Rv Inc. — all reported plans
- Altek, Inc. 401(K) Plan (plan 001)
- Altek, Inc. — all reported plans
- Huntwood Industries 401(K) Plan (plan 001)
- T.R.A. Industries, Inc. Dba Huntwood Industries — all reported plans
- Lokahi Corporation 401(K) Plan (plan 001)
- Lokahi Corporation — all reported plans
- Family Resource Home Care 401(K) Plan (plan 002)
- Geras, LLC — all reported plans
- Pawpular Companions Boutique Inc. 401(K) Plan (plan 001)
- Pawpular Companions Boutique Inc. — all reported plans
- Kack Corp. 401(K) Profit Sharing Plan (plan 001)
- Kack Corp. — all reported plans
- Kathrine A. Olson, D.D.S. 401(K) Profit Sharing Pl (plan 002)
- Kathrine A. Olson, D.D.S. — all reported plans
- Pointe_id, LLC 401k Plan (plan 001)
- Pointe_id, LLC — all reported plans
- Spokane Teachers Credit Union Term Life And Ad&D Ltd Insurance (plan 512)
- Spokane Teachers Credit Union Employee Medical & Dental (plan 511)
- Methodology
- Data sources