How many Form 5500 benefit plans are loaded for Duvall, WA?

1 plan(s) reported by 1 sponsor(s) are loaded for Duvall, WA.

Duvall, 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, Duvall, WA has 1 loaded benefit plan(s) reported by 1 plan sponsor(s), with $295,626 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 Duvall

1 loaded plans hold $295.6K in reported assets across 1 sponsors.
The largest, Legatos Holdings Inc 401(K) Plan, holds 100% of reported Duvall plan assets.
Plans cover 9 participants — about 9 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$295.6KSummed across loaded plans$295,626

Total reported assets$295.6K$295,626

Total reported participants9

Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$295.6K total assets

Net assets$295.6KLiabilities—

Contributions & income

Employer contributions$0

Participant contributions$0

Total income / additions-$46.8K

Expenses & distributions

Benefits paid / distributions$0

Total expenses$0

Net increase / (decrease)-$46.8K

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 Duvall, 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

Duvall market comparison

Largest plan share of assets100%Legatos Holdings Inc 401(K) Plan

Participants per plan9Average across loaded plans

Plan sponsors1

Ranked by reported assets

Largest loaded plans in Duvall

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

1
Legatos Holdings Inc 401(K) Plan$295.6K
Legatos Holdings Inc · 2023

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

What to inspect next

Frequently asked questions

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