Port Townsend, 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, Port Townsend, WA has 10 loaded benefit plan(s) reported by 7 plan sponsor(s), with $65,945,643 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 10
- Plan sponsors
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $65,945,643
- Total reported liabilities (EOY)
- $50,723
- Total reported net assets (EOY)
- $65,894,920
Contributions & income
- Employer contributions
- $1,902,135
- Participant contributions
- $2,319,002
- Total income / additions
- $14,528,190
Expenses & distributions
- Benefits paid / distributions
- $6,870,769
- Total expenses
- $7,061,963
- Net increase / (decrease)
- $7,466,227
Coverage
- Total reported participants
- 1,236
- Plans with financial statements
- 6
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Port Townsend, 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 |
|---|---|---|---|
| Port Townsend Paper Corp. Retirement Savings And Investment Plan And Trust | Port Townsend Paper Corporation | $62,984,793 | 2023 |
| 403(B) Thrift Plan For Employees Of Olympic Community Action Programs | Olympic Community Action Programs | $1,962,960 | 2023 |
| Burton Lg Enterprises, Inc. Profit Sharing Plan | Burton Lg Enterprises, Inc. | $494,278 | 2023 |
| Sound Hub Holdings Investment Plan | Sound Hub Holdings Inc | $268,576 | 2023 |
| Treasured Days Inc. 401(K) Plan | Treasured Days Inc. | $235,036 | 2023 |
| Expense Management Consulting, Inc. Profit Sharing Plan | Expense Management Consulting, Inc. | $0 | 2023 |
| Port Townsend Paper Corporation Group Life And Health Plan | Port Townsend Paper Corporation | not reported in the loaded dataset | 2023 |
| Group Health And Welfare Plan | Alaska Power And Telephone Company | not reported in the loaded dataset | 2023 |
| Alaska Power Life And Ltd Welfare Plan | Alaska Power And Telephone Company | not reported in the loaded dataset | 2023 |
| Flexible Benefit Plan | Alaska Power And Telephone Company | not reported in the loaded dataset | 2023 |
Largest plans in Port Townsend → · Port Townsend plans by participants → · Port Townsend plans with financial data → · Port Townsend plans with provider compensation → · $1B+ plans in Port Townsend →
Related Form 5500 pages
- All WA Form 5500 filings
- Port Townsend Paper Corp. Retirement Savings And Investment Plan And Trust (plan 002)
- Port Townsend Paper Corporation — all reported plans
- 403(B) Thrift Plan For Employees Of Olympic Community Action Programs (plan 003)
- Olympic Community Action Programs — all reported plans
- Burton Lg Enterprises, Inc. Profit Sharing Plan (plan 001)
- Burton Lg Enterprises, Inc. — all reported plans
- Sound Hub Holdings Investment Plan (plan 001)
- Sound Hub Holdings Inc — all reported plans
- Treasured Days Inc. 401(K) Plan (plan 001)
- Treasured Days Inc. — all reported plans
- Expense Management Consulting, Inc. Profit Sharing Plan (plan 001)
- Expense Management Consulting, Inc. — all reported plans
- Port Townsend Paper Corporation Group Life And Health Plan (plan 503)
- Group Health And Welfare Plan (plan 501)
- Alaska Power And Telephone Company — all reported plans
- Alaska Power Life And Ltd Welfare Plan (plan 502)
- Flexible Benefit Plan (plan 505)
- Methodology
- Data sources