Plan5500

Chelan Falls, 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, Chelan Falls, WA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $1,383,218 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
1
Plan sponsors
1
Latest filing year
2023

What stands out in Chelan Falls

  • 1 loaded plans hold $1.4M in reported assets across 1 sponsors.
  • The largest, Cast Gold Restorations, Inc. 401(K) Profit Sharing Plan, holds 100% of reported Chelan Falls plan assets.
  • Plans cover 3 participants — about 3 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.4MSummed across loaded plans$1,383,218
Total reported assets$1.4M$1,383,218
Total reported participants3
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$1.4M total assets
Net assets$1.4MLiabilities—
Contributions & income
Employer contributions$3.2K
Participant contributions$3.9K
Total income / additions$58K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$58K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Chelan Falls, 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.

Computed from loaded plans

Chelan Falls market comparison

Largest plan share of assets100%Cast Gold Restorations, Inc. 401(K) Profit Sharing Plan
Participants per plan3Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Chelan Falls

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Cast Gold Restorations, Inc. 401(K) Profit Sharing Plan$1.4M
    Cast Gold Restorations, Inc. · 2023

Largest plans in Chelan Falls → · Chelan Falls plans by participants → · Chelan Falls plans with financial data → · Chelan Falls plans with provider compensation → · $1B+ plans in Chelan Falls →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Chelan Falls, WA?
1 plan(s) reported by 1 sponsor(s) are loaded for Chelan Falls, WA.

Related Form 5500 pages