Wasilla, 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, Wasilla, AK has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $18,612,687 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$18,612,687
Total reported liabilities (EOY)
$1,419,523
Total reported net assets (EOY)
$17,193,164

Contributions & income

Employer contributions
$1,165,011
Participant contributions
$1,559,546
Total income / additions
$4,739,028

Expenses & distributions

Benefits paid / distributions
$1,970,034
Total expenses
$2,155,319
Net increase / (decrease)
$2,583,709

Coverage

Total reported participants
1,075
Plans with financial statements
8
Plans with provider compensation
3

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Wasilla, 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 Wasilla, AK
PlanSponsorReported assets (EOY)Year
Three Bears Alaska 401(K) PlanThree Bears Alaska, Inc.$7,246,1742023
Medical Network Of Alaska, LLC 401(K) Profit Sharing PlanMedical Network Of Alaska, LLC$5,437,4462023
Valley Business Machines, Inc. Employee Stock Ownership PlanValley Business Machines, Inc.$2,945,9342023
Ccs Early Learning Retirement PlanCcs Early Learning$2,077,3162023
Alaska Counseling Excellence I 401(K) Profit Sharing Plan & TrustAlaska Counseling Excellence I$595,1512023
Harbour Homes, Inc. 401(K) PlanHarbour Homes, Inc.$310,6662023
Subway Of Mat-Su, IncSubway Of Mat-Su, Incnot reported in the loaded dataset2023
Three Bears Alaska, Inc. Welfare PlanThree Bears Alaska, Inc.not reported in the loaded dataset2023
Employee Health Plan Of Midnight Sun Subway LLCMidnight Sun Subway LLCnot reported in the loaded dataset2023

Related Form 5500 pages