Washington Athletic Club Employees Retirement Plan — Form 5500 plan (Washington Athletic Club)

Plain-English plan 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, Washington Athletic Club Employees Retirement Plan is a benefit plan reported by Washington Athletic Club under EIN 91-0459640 and plan number 001. The latest loaded filing year is 2023. The filing reports 271 participants and $14,376,621 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$14.4MPlan net assets, end of year$14,376,621
Participants271Covered participants reported
Assets / participant$53.1KComputed: assets ÷ participants$53,050 (computed)
Provider compensation$50.8K2 Schedule C provider row(s)$50,809
Plan sponsor
Washington Athletic Club
EIN
91-0459640
Plan number
001
Plan type
2
Location
Seattle, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023271H, C20241014114049NAL0013218787001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$14.4M total assets
Net assets$14.4MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$1.5M
Benefits paid / distributions$1.2M
Contributions
Employer$593K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$14,376,621
Total liabilities (EOY)
$0
Net assets (EOY)
$14,376,621
Net assets (BOY)
$13,736,164

Income & contributions

Employer contributions
$593,000
Total contributions
$593,000
Total income / additions
$2,103,461

Expenses & distributions

Benefits paid
$1,202,008
Administrative expenses
$260,996
Total expenses
$1,463,004
Net increase / (decrease)
$640,457
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income57%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$32,809$02023
Firm Highland Capital Advisors, LLCINVESTMENT ADVISORY$18,000not reported in the loaded dataset2023

Related Form 5500 pages