Plan5500

Everson, 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, Everson, WA has 3 loaded benefit plan(s) reported by 2 plan sponsor(s), with $6,177,027 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
2
Latest filing year
2023

What stands out in Everson

  • 3 loaded plans hold $6.2M in reported assets across 2 sponsors.
  • The largest, South Everson Lumber Company Inc. 401(K) Savings Plan, holds 82% of reported Everson plan assets.
  • Plans cover 283 participants — about 94 per plan.
  • 67% of loaded plans report full Schedule H/I financial statements.
  • 33% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.2MSummed across loaded plans$6,177,027
Total reported assets$6.2M$6,177,027
Total reported participants283
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.2M total assets
Net assets$6.2MLiabilities$0
Contributions & income
Employer contributions$80.4K
Participant contributions$274.9K
Total income / additions$1.3M
Expenses & distributions
Benefits paid / distributions$499.7K
Total expenses$536.7K
Net increase / (decrease)$730.9K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

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

Everson market comparison

Largest plan share of assets82%South Everson Lumber Company Inc. 401(K) Savings Plan
Participants per plan94Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Everson

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

  1. 1
    South Everson Lumber Company Inc. 401(K) Savings Plan$5.1M
    South Everson Lumber Company Inc. · 2023
  2. 2
    Global Construction Services, Inc. Employee Profit Sharing Plan And Trust$1.1M
    Global Construction Services, Inc. · 2023
  3. 3
    South Everson Lumber Company Welfare Benefit Plannot reported in the loaded dataset
    South Everson Lumber Company, Inc. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Everson, WA?
3 plan(s) reported by 2 sponsor(s) are loaded for Everson, WA.

Related Form 5500 pages