2023 Form 5500 filing — Washington Companies 401(K) Retirement Savings 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 20240916120906NAL0002091488001) for Washington Companies 401(K) Retirement Savings Plan, reported by Washington Companies under EIN 81-0485406 and plan number 002. It reports 2,756 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916120906NAL0002091488001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington Companies
- EIN
- 81-0485406
- Plan number
- 002
- Location
- Missoula, MT
- Participants
- 2,756
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $417,849,493
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $417,849,493
- Employer contributions
- $9,581,280
- Participant contributions
- $17,238,589
- Total income / additions
- $100,305,790
- Benefits paid
- $34,015,100
- Administrative expenses
- $361,887
- Total expenses
- $34,426,677
- Net increase / (decrease)
- $65,879,113
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $187,313 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $161,982 | not reported in the loaded dataset |
| Sageview A | INVESTMENT ADVISOR | $12,638 | not reported in the loaded dataset |