2023 Form 5500 filing — Wtb Defined Contribution Retirement And 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 20241004132021NAL0023795602001) for Wtb Defined Contribution Retirement And 401(K) Plan, reported by Washington Trust Bank under EIN 91-0462347 and plan number 002. It reports 1,603 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004132021NAL0023795602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Washington Trust Bank
- EIN
- 91-0462347
- Plan number
- 002
- Location
- Spokane, WA
- Participants
- 1,603
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $184,011,923
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $184,011,923
- Employer contributions
- $5,671,872
- Participant contributions
- $10,044,473
- Total income / additions
- $42,128,551
- Benefits paid
- $11,145,651
- Administrative expenses
- $23,566
- Total expenses
- $11,201,054
- Net increase / (decrease)
- $30,927,497
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $23,566 | $0 |