College Place, 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, College Place, WA has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $7,077,277 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,077,277
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,077,277

Contributions & income

Employer contributions
$249,255
Participant contributions
$362,141
Total income / additions
$1,650,987

Expenses & distributions

Benefits paid / distributions
$1,171,562
Total expenses
$1,192,646
Net increase / (decrease)
$458,341

Coverage

Total reported participants
231
Plans with financial statements
3
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for College Place, 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

Largest loaded plans in College Place, WA
PlanSponsorReported assets (EOY)Year
Community Bank 401(K) Retirement PlanCommunity Bank$5,541,7282023
Community Bancshares, Inc. Employee Stock Ownership Plan And TrustCommunity Bank$913,3732023
Daniel E. Mertz, D.D.S., Inc. Profit Sharing PlanDaniel E. Mertz, D.D.S., A Professional Corporation$622,1762023

Related Form 5500 pages