Plan5500

Maple Valley, 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, Maple Valley, WA has 9 loaded benefit plan(s) reported by 9 plan sponsor(s), with $3,777,006 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
9
Plan sponsors
9
Latest filing year
2023

What stands out in Maple Valley

  • 9 loaded plans hold $3.8M in reported assets across 9 sponsors.
  • The largest, Craig R. Jolley, Dmd, Pllc 401(K) Plan, holds 27% of reported Maple Valley plan assets.
  • Plans cover 51 participants — about 6 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$3.8MSummed across loaded plans$3,777,006
Total reported assets$3.8M$3,777,006
Total reported participants51
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.8M total assets
Net assets$3.8MLiabilities$0
Contributions & income
Employer contributions$33.7K
Participant contributions$56.2K
Total income / additions$237.2K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$7.4K
Net increase / (decrease)$229.9K

Data coverage

Plans with financial statements9 / 9 (100%)
Plans with provider compensation0 / 9 ()

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

Maple Valley market comparison

Largest plan share of assets27%Craig R. Jolley, Dmd, Pllc 401(K) Plan
Participants per plan6Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Maple Valley

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

  1. 1
    Craig R. Jolley, Dmd, Pllc 401(K) Plan$1M
    Craig R. Jolley, Dmd, Pllc 401(K) Plan · 2023
  2. 2
    Lkb 401k Plan$863.8K
    Lkb Investment Group, LLC · 2023
  3. 3
    Mountain View Auto Supply Inc. 401(K) Plan$745.5K
    Mountain View Auto Supply Inc. · 2023
  4. 4
    Maple Valley Birders Inc. Profit Sharing Plan$632.9K
    Maple Valley Birders Inc. · 2023
  5. 5
    White Hawk, Inc. 401(K) Plan$278K
    White Hawk, Inc. · 2023
  6. 6
    Mina Investments Inc. Profit Sharing Plan$118.5K
    Mina Investments Inc. · 2023
  7. 7
    Imbibe, Inc. 401(K) Profit Sharing Plan$93.6K
    Imbibe, Inc. · 2023
  8. 8
    J&R Devore Enterprise 9196 Corp Retirement Plan$28.2K
    J&R Devore Enterprise 9196 Corp · 2023
  9. 9
    Tahoma Service Corp. 401(K) Plan$0
    Tahoma Service Corp. · 2023

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

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Maple Valley, WA?
9 plan(s) reported by 9 sponsor(s) are loaded for Maple Valley, WA.

Related Form 5500 pages