2023 Form 5500 filing — Washington Federal Bank 401(K) 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 20240927155823NAL0004196016001) for Washington Federal Bank 401(K) Plan, reported by Washington Federal Bank under EIN 91-0135860 and plan number 001. It reports 2,622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$190.3MReported net assets$190,279,623
Participants2.6K2,622
Provider compensation$313.9K5 Schedule C row(s)$313,867
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927155823NAL0004196016001
- Plan sponsor
- Washington Federal Bank
- EIN
- 91-0135860
- Plan number
- 001
- Location
- Seattle, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$190.3M total assets
Net assets$190.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $190,279,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $190,279,623
- Employer contributions
- $7,584,838
- Participant contributions
- $11,465,304
- Total income / additions
- $46,703,352
- Benefits paid
- $16,200,740
- Administrative expenses
- $313,774
- Total expenses
- $16,539,418
- Net increase / (decrease)
- $30,163,934
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $156,022 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $58,529 | not reported in the loaded dataset |
| Ubs Financial Services | INVESTMENT ADVISOR | $55,066 | not reported in the loaded dataset |
| Plante & Moran, Pllc | ACCOUNTANT/AUDITOR | $37,000 | not reported in the loaded dataset |
| Harlowe & Falk Llp | ATTORNEY/LEGAL | $7,250 | not reported in the loaded dataset |