Woodinville, 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, Woodinville, WA has 39 loaded benefit plan(s) reported by 28 plan sponsor(s), with $294,276,195 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
39
Plan sponsors
28
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$294,276,195
Total reported liabilities (EOY)
$3,919,089
Total reported net assets (EOY)
$290,357,106

Contributions & income

Employer contributions
$15,589,934
Participant contributions
$21,385,914
Total income / additions
$83,886,983

Expenses & distributions

Benefits paid / distributions
$71,503,844
Total expenses
$74,456,144
Net increase / (decrease)
$9,430,839

Coverage

Total reported participants
12,832
Plans with financial statements
23
Plans with provider compensation
13

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Woodinville, 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 Woodinville, WA
PlanSponsorReported assets (EOY)Year
Ste. Michelle Wine Estates LLC Retirement Income PlanSte. Michelle Wine Estates LLC$57,992,8472023
Sierra Construction Company, Inc. Profit Sharing Retirement PlanSierra Construction Company, Inc.$50,543,0922023
Ste. Michelle Wine Estates Ltd. 401(K) PlanSte. Michelle Wine Estates, LLC$44,880,7852023
Bda 401k PlanBda, LLC$42,566,7722023
Redapt, Inc. PlanRedapt, Inc.$19,899,4672023
Employee Benefit Plan Of Nelson & SonsNelson & Sons Construction Co, Inc.$13,279,0452023
Universal Land 401(K) Profit Sharing Plan And TrustUniversal Land Construction Company$13,013,5392023
Retirement Income Security Plan-Northwest Restaurants, IncNorthwest Restaurants, Inc$9,391,8522023
Definitive Audio, Inc. 401(K) Retirement TrustDefinitive Audio, Inc.$9,244,6942023
Aboda, Inc. 401(K) Retirement PlanAboda, Inc.$7,234,0432023
Chateau Retirement Communities LLC 401(K) PlanChateau Retirement Communities LLC$6,610,6762023
Group 14 Technologies Inc. 401(K) PlanGroup 14 Technologies Inc.$5,205,6072023
L&M Services, Incorporated Employee Savings PlanL&M Services, Inc.$4,910,9032023
Drywall Distributors, Inc. 401(K) Profit Sharing PlanDrywall Distributors Inc$2,596,9622023
Fast Water Heater Company 401(K) PlanFast Water Heater Company$2,586,2502023
Service Communications, Inc. 401(K) Profit Sharing PlanService Communications Inc.$1,651,4942023
Kenco Construction, Inc. Employee Stock Ownership PlanKenco Construction Inc.$1,278,9792023
Jd Cooper Logistics Inc. Retirement PlanJd Cooper Logistics Inc.$774,3902023
Lcmq Retirement PlanLcmq, Inc.$258,7912023
Newsom Enterprises Inc. 401(K) PlanNewsom Enterprises Inc.$150,0422023
Reinholdings 401kReinholdings Inc.$119,7982023
Erme Enterprises Inc 401(K) PlanErme Enterprises Inc$86,1672023
Wolf Tracks, Inc. 401(K) PlanWolf Tracks, Inc.$02023
Group14 Technologies Inc Dental PlanGroup 14 Technologies Inc.not reported in the loaded dataset2023
Group14 Technologies Inc Welfare Employee Benefit PlanGroup 14 Technologies Inc.not reported in the loaded dataset2023

Related Form 5500 pages