2023 Form 5500 filing — Skookum 401(K) Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240913200718NAL0012188865001) for Skookum 401(K) Retirement Plan, reported by Skookum Educational Programs under EIN 91-1434778 and plan number 001. It reports 1,644 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240913200718NAL0012188865001
Filing year
2023
Form type
2
Plan sponsor
Skookum Educational Programs
EIN
91-1434778
Plan number
001
Location
Bremerton, WA
Participants
1,644
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$44,596,781
Total liabilities (EOY)
$0
Net assets (EOY)
$44,596,781
Employer contributions
$4,857,935
Participant contributions
$1,952,675
Total income / additions
$12,943,874
Benefits paid
$5,741,911
Administrative expenses
$242,298
Total expenses
$5,984,209
Net increase / (decrease)
$6,959,665
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Stancorp Financial GroupNONE$184,429$5,074
Alera Investment Advisors, LLCNONE$57,862not reported in the loaded dataset
RelianceNONE$0$5,431

Related Form 5500 pages