Ketchikan, AK Form 5500 retirement and benefit plan filings

City Form 5500 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, Ketchikan, AK has 12 loaded benefit plan(s) reported by 11 plan sponsor(s), with $99,013,911 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
12
Plan sponsors
11
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$99,013,911
Total reported liabilities (EOY)
$17,590,258
Total reported net assets (EOY)
$81,423,653

Contributions & income

Employer contributions
$2,673,122
Participant contributions
$1,251,447
Total income / additions
$18,169,800

Expenses & distributions

Benefits paid / distributions
$3,738,427
Total expenses
$4,312,084
Net increase / (decrease)
$13,857,716

Coverage

Total reported participants
785
Plans with financial statements
12
Plans with provider compensation
2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Ketchikan, AK plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Ketchikan, AK
PlanSponsorReported assets (EOY)Year
Rh Buchanan ModerateRh Buchanan Moderate$32,271,0452023
Savings Plan For Employees Of First BankFirst Bank$23,514,7012023
Madison Lumber & Hardware, Inc. Employee Stock Ownership PlanMadison Lumber & Hardware, Inc.$8,153,3182023
Community Connections, Inc. 401k PlanCommunity Connections, Inc.$6,921,0142023
First Bank Employee Stock Ownership PlanFirst Bancorp, Inc.$6,111,4042023
Tyler Rental, Inc. Employee Stock Ownership Plan And TrustTyler Rental, Inc.$5,559,0002023
Davies-Barry Insurance Employee Stock Ownership PlanPorter Spaulding, Inc. Davies-Barry Insurance$5,556,4152023
Rh Buchanan Moderate AggressiveRh Buchanan Moderate Aggressive$4,968,7852023
Rh Buchanan AggressiveRh Buchanan Aggressive$2,734,0782023
Madison Lumber & Hardware, Inc. 401(K) Savings PlanMadison Lumber & Hardware, Inc.$1,982,3762023
Rh Buchanan ConservativeRh Buchanan Conservative$1,011,8152023
Rh Buchanan Retirement IncomeRh Buchanan Retirement Income$229,9602023

Related Form 5500 pages