Wtb Defined Contribution Retirement And 401(K) Plan — Form 5500 plan (Washington Trust Bank)

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, Wtb Defined Contribution Retirement And 401(K) Plan is a benefit plan reported by Washington Trust Bank under EIN 91-0462347 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,603 participants and $184,011,923 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Washington Trust Bank
EIN
91-0462347
Plan number
002
Plan type
2
Location
Spokane, WA
Latest filing year
2023
Participants
1,603
End-of-year plan assets
$184,011,923

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,603H, C20241004132021NAL0023795602001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$184,011,923
Total liabilities (EOY)
$0
Net assets (EOY)
$184,011,923
Net assets (BOY)
$153,084,426

Income & contributions

Employer contributions
$5,671,872
Participant contributions
$10,044,473
Total contributions
$16,850,238
Total income / additions
$42,128,551

Expenses & distributions

Benefits paid
$11,145,651
Administrative expenses
$23,566
Total expenses
$11,201,054
Net increase / (decrease)
$30,927,497

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$23,566$02023

Related Form 5500 pages