Plan5500

Shoreline, 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, Shoreline, WA has 6 loaded benefit plan(s) reported by 4 plan sponsor(s), with $34,104,402 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
6
Plan sponsors
4
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$34.1MSummed across loaded plans$34,104,402
Total reported assets$34.1M$34,104,402
Total reported participants1.4K1,375
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$34.1M total assets
Net assets$34.1MLiabilities$0
Contributions & income
Employer contributions$1M
Participant contributions$1.8M
Total income / additions$7.4M
Expenses & distributions
Benefits paid / distributions$1.7M
Total expenses$1.7M
Net increase / (decrease)$5.8M

Data coverage

Plans with financial statements3 / 6 (50%)
Plans with provider compensation2 / 6 (33%)

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

Computed from loaded plans

Shoreline market comparison

Largest plan share of assets81%The Evergreen School 403(B) Dc Plan
Participants per plan229Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Shoreline

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Evergreen School 403(B) Dc Plan$27.5M
    The Evergreen School · 2023
  2. 2
    Unity Electric, Lp 401(K) Profit Sharing Plan$4.9M
    Unity Electric, Lp · 2023
  3. 3
    Center For Human Services 403(B) Plan$1.7M
    Center For Human Services · 2023
  4. 4
    Center For Human Services Welfare Benefit Plannot reported in the loaded dataset
    Center For Human Services · 2023
  5. 5
    The Evergreen School Welfare Benefit Plannot reported in the loaded dataset
    The Evergreen School · 2023
  6. 6
    Group Health & Welfare Plannot reported in the loaded dataset
    Crista Ministries · 2023

Largest plans in Shoreline → · Shoreline plans by participants → · Shoreline plans with financial data → · Shoreline plans with provider compensation → · $1B+ plans in Shoreline →

Related Form 5500 pages