Monroe, 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, Monroe, WA has 18 loaded benefit plan(s) reported by 14 plan sponsor(s), with $45,353,041 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
18
Plan sponsors
14
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$45,353,041
Total reported liabilities (EOY)
$6,609
Total reported net assets (EOY)
$45,404,736

Contributions & income

Employer contributions
$1,631,725
Participant contributions
$3,263,413
Total income / additions
$11,806,206

Expenses & distributions

Benefits paid / distributions
$3,858,032
Total expenses
$4,018,837
Net increase / (decrease)
$7,787,369

Coverage

Total reported participants
3,043
Plans with financial statements
13
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Monroe, 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

Largest loaded plans in Monroe, WA
PlanSponsorReported assets (EOY)Year
Canyon Creek Cabinet Company Retirement Savings TrustCanyon Creek Cabinet Company$15,356,7562023
Card Kingdom, Inc. 401(K) PlanCard Kingdom, Inc.$11,043,7002023
Natural Factors Nutritional Products Inc. 401(K) PlanNatural Factors Nutritional Products Inc.$8,671,9332023
The Vandaveer Corp. 401(K) PlanThe Vandaveer Corp.$6,919,6652023
Card Kingdom, Inc. Employee Stock Ownership PlanCard Kingdom, Inc.$1,759,8362023
Research International, Inc. 401(K) PlanResearch International$826,2752023
Monroe Parts House, Inc. 401k Profit Sharing PlanMonroe Parts House, Inc.$332,1272023
Tollgate Ranch Inc. 401(K) PlanTollgate Ranch Inc.$172,2152023
Eb Manufacturing Corporation 401(K) PlanEb Manufacturing Corporation$116,7822023
Xtreme Auto Sports, Inc. 401(K) Profit Sharing PlanXtreme Auto Sports, Inc.$110,6802023
Bahn Brenner Motorsport Inc. Retirement PlanBahn Brenner Motorsport Inc.$43,0722023
Three Ladies, Inc. 401(K) Profit Sharing PlanThree Ladies, Inc.$02023
Rhino Manufacturing Incorporated - Flexible Benefits PlanRhino Manufacturing Incorporated$02023
Canyon Creek Health And Welfare PlanCanyon Creek Cabinet Companynot reported in the loaded dataset2023
Amt Medical Inc Health And Welfare Benefit PlanAmt Medical Incnot reported in the loaded dataset2023
Natural Factors Nutritional Products Employee Benefits PlanNatural Factors Nutritional Products Incnot reported in the loaded dataset2023
Fluid Motion Employee Welfare Benefit PlanFluid Motion, LLCnot reported in the loaded dataset2023
Card Kingdom Welfare Benefits PlanCard Kingdomnot reported in the loaded dataset2023

Related Form 5500 pages