Bainbridge Island, WA 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, Bainbridge Island, WA has 13 loaded benefit plan(s) reported by 12 plan sponsor(s), with $22,314,281 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 13
- Plan sponsors
- 12
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $22,314,281
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $41,419,232
Contributions & income
- Employer contributions
- $764,029
- Participant contributions
- $2,600,145
- Total income / additions
- $10,183,326
Expenses & distributions
- Benefits paid / distributions
- $5,219,754
- Total expenses
- $5,305,672
- Net increase / (decrease)
- $4,877,654
Coverage
- Total reported participants
- 851
- Plans with financial statements
- 11
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Bainbridge Island, WA 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Far Bank Retirement Plan | Far Bank | $10,991,187 | 2023 |
| Mar-Del, Inc. Profit Sharing Plan | Kanamono, Inc. | $4,158,908 | 2023 |
| Consolidated Shippers, Inc. 401(K) Profit Sharing Plan | Consolidated Shippers, Incorporated | $3,199,475 | 2023 |
| Pacific Rim Shipbrokers, Inc. 401(K) Profit Sharing Plan | Pacific Rim Shipbrokers, Inc. | $2,016,297 | 2023 |
| Bainbridge Island Electric 401k Profit Sharing Plan | Bainbridge Island Electric | $1,116,116 | 2023 |
| Diane Sugden Real Estate Inc Individual K Profit Sharing Plan | Diane Sugden Real Estate, Inc. | $281,171 | 2023 |
| Rkl Ltd. 401(K) Plan | Rkl Ltd. | $280,017 | 2023 |
| Hanley Holdings, Inc. 401(K) Plan | Hanley Holdings, Inc. | $260,336 | 2023 |
| Goller Group Retirement Plan | Goller & Associates, Inc. | $10,774 | 2023 |
| Aspect Consulting, LLC 401(K) Profit Sharing Plan | Aspect Consulting, LLC | $0 | 2023 |
| Cerv Co. 401(K) Plan | Cerv Co. | $0 | 2023 |
| Aspect Consulting, LLC Group Health And Welfare Plan | Aspect Consulting LLC | not reported in the loaded dataset | 2023 |
| Far Bank Enterprises Flexible Benefits Plan | Far Bank Enterprises | not reported in the loaded dataset | 2023 |
Largest plans in Bainbridge Island → · Bainbridge Island plans by participants → · Bainbridge Island plans with financial data → · Bainbridge Island plans with provider compensation → · $1B+ plans in Bainbridge Island →
Related Form 5500 pages
- All WA Form 5500 filings
- Far Bank Retirement Plan (plan 001)
- Far Bank — all reported plans
- Mar-Del, Inc. Profit Sharing Plan (plan 001)
- Kanamono, Inc. — all reported plans
- Consolidated Shippers, Inc. 401(K) Profit Sharing Plan (plan 002)
- Consolidated Shippers, Incorporated — all reported plans
- Pacific Rim Shipbrokers, Inc. 401(K) Profit Sharing Plan (plan 002)
- Pacific Rim Shipbrokers, Inc. — all reported plans
- Bainbridge Island Electric 401k Profit Sharing Plan (plan 001)
- Bainbridge Island Electric — all reported plans
- Diane Sugden Real Estate Inc Individual K Profit Sharing Plan (plan 001)
- Diane Sugden Real Estate, Inc. — all reported plans
- Rkl Ltd. 401(K) Plan (plan 001)
- Rkl Ltd. — all reported plans
- Hanley Holdings, Inc. 401(K) Plan (plan 001)
- Hanley Holdings, Inc. — all reported plans
- Goller Group Retirement Plan (plan 001)
- Goller & Associates, Inc. — all reported plans
- Aspect Consulting, LLC 401(K) Profit Sharing Plan (plan 001)
- Aspect Consulting, LLC — all reported plans
- Cerv Co. 401(K) Plan (plan 001)
- Cerv Co. — all reported plans
- Aspect Consulting, LLC Group Health And Welfare Plan (plan 501)
- Far Bank Enterprises Flexible Benefits Plan (plan 502)
- Far Bank Enterprises — all reported plans
- Methodology
- Data sources