Western Washington Medical Group 401(K) Retirement Plan And Trust — Form 5500 plan (Western Washington Medical Group, Inc., P.S.)
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, Western Washington Medical Group 401(K) Retirement Plan And Trust is a benefit plan reported by Western Washington Medical Group, Inc., P.S. under EIN 91-1602128 and plan number 001. The latest loaded filing year is 2023. The filing reports 490 participants and $90,761,067 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Washington Medical Group, Inc., P.S.
- EIN
- 91-1602128
- Plan number
- 001
- Plan type
- 2
- Location
- Everett, WA
- Latest filing year
- 2023
- Participants
- 490
- End-of-year plan assets
- $90,761,067
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 490 | H, C | 20240924152354NAL0023247952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $90,761,067
- Total liabilities (EOY)
- $2,050
- Net assets (EOY)
- $90,759,017
- Net assets (BOY)
- $74,336,463
Income & contributions
- Employer contributions
- $3,160,041
- Participant contributions
- $2,310,508
- Total contributions
- $5,712,451
- Total income / additions
- $21,416,453
Expenses & distributions
- Benefits paid
- $4,813,992
- Administrative expenses
- $179,907
- Total expenses
- $4,993,899
- Net increase / (decrease)
- $16,422,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services | NONE | $71,669 | $0 | 2023 |
| Rbc Wealth Management | NONE | $65,090 | $0 | 2023 |
| Matrix Trust Co. | NONE | $28,148 | $0 | 2023 |
| Clark Nuber Ps | NONE | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Washington Medical Group, Inc., P.S.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Everett, WA
- Northwest Plan Services — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Matrix Trust Co. — Schedule C compensation
- Clark Nuber Ps — Schedule C compensation