Exceptional Foresters Inc. 401(K) Plan — Form 5500 plan (Exceptional Foresters Inc.)
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, Exceptional Foresters Inc. 401(K) Plan is a benefit plan reported by Exceptional Foresters Inc. under EIN 91-0773423 and plan number 001. The latest loaded filing year is 2023. The filing reports 182 participants and $1,192,675 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Exceptional Foresters Inc.
- EIN
- 91-0773423
- Plan number
- 001
- Plan type
- 2
- Location
- Shelton, WA
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $1,192,675
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20240826094036NAL0015578672001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,192,675
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,192,675
- Net assets (BOY)
- $791,513
Income & contributions
- Employer contributions
- $136,332
- Participant contributions
- $208,322
- Total contributions
- $460,540
- Total income / additions
- $613,254
Expenses & distributions
- Benefits paid
- $200,088
- Administrative expenses
- $12,004
- Total expenses
- $212,092
- Net increase / (decrease)
- $401,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $12,004 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |