Naches, 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, Naches, WA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $19,692,085 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$19,692,085
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$19,692,085

Contributions & income

Employer contributions
$862,157
Participant contributions
$1,378,138
Total income / additions
$4,957,139

Expenses & distributions

Benefits paid / distributions
$1,104,698
Total expenses
$1,169,707
Net increase / (decrease)
$3,787,432

Coverage

Total reported participants
1,374
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Naches, 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 Naches, WA
PlanSponsorReported assets (EOY)Year
Allan Bros, Inc. 401(K) Plan And TrustAllan Bros, Inc.$18,954,8922023
Bron-Yr-Aur Investment Corp. 401(K) PlanBron-Yr-Aur Investment Corp.$737,1932023
Allan Bros. , Inc. Employee Welfare PlanAllan Bros., Inc.not reported in the loaded dataset2023

Related Form 5500 pages