Mud Bay Retirement Plan — Form 5500 plan (Mud Bay, 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, Mud Bay Retirement Plan is a benefit plan reported by Mud Bay, Inc. under EIN 91-2060015 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $4,260,528 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.3MPlan net assets, end of year$4,258,159
Participants649Covered participants reported
Assets / participant$6.6KComputed: assets ÷ participants$6,565 (computed)
Provider compensation$24.2K5 Schedule C provider row(s)$24,201
- Plan sponsor
- Mud Bay, Inc.
- EIN
- 91-2060015
- Plan number
- 001
- Plan type
- 2
- Location
- Olympia, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 649 | H, C | 20241015130117NAL0014677411001 |
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)$4.3M total assets
Net assets$4.3MLiabilities$2.4K
Full reported line items
Net assets
- Total assets (EOY)
- $4,260,528
- Total liabilities (EOY)
- $2,369
- Net assets (EOY)
- $4,258,159
- Net assets (BOY)
- $2,343,165
Income & contributions
- Employer contributions
- $594,298
- Participant contributions
- $1,090,621
- Total contributions
- $1,690,223
- Total income / additions
- $2,260,590
Expenses & distributions
- Benefits paid
- $331,101
- Administrative expenses
- $14,495
- Total expenses
- $345,596
- Net increase / (decrease)
- $1,914,994
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.
35%65%
Employer 35%Participant 65%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income15%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $11,230 | $0 | 2023 |
| Usi Securities Inc. | INVESTMENT ADVISOR | $7,603 | not reported in the loaded dataset | 2023 |
| Usi Consulting Group Inc. | CONTRACT ADMIN | $2,851 | $1,520 | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $607 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $390 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mud Bay, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Olympia, WA
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Usi Securities Inc. — Schedule C compensation
- Usi Consulting Group Inc. — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation