Plan5500

Normandy Park, 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, Normandy Park, WA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $3,525,178 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Normandy Park

  • 2 loaded plans hold $3.5M in reported assets across 2 sponsors.
  • The largest, Lavish Roots, Inc. 401(K) Plan, holds 71% of reported Normandy Park plan assets.
  • Plans cover 475 participants — about 238 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • 50% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.5MSummed across loaded plans$3,484,424
Total reported assets$3.5M$3,525,178
Total reported participants475
Total reported liabilities$40.8K$40,754

Reported net position

Reported assets = net assets + liabilities (summed)$3.5M total assets
Net assets$3.5MLiabilities$40.8K
Contributions & income
Employer contributions$226.1K
Participant contributions$459K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$141.4K
Total expenses$167.9K
Net increase / (decrease)$1M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation1 / 2 (50%)

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

Normandy Park market comparison

Largest plan share of assets71%Lavish Roots, Inc. 401(K) Plan
Participants per plan238Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Normandy Park

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

  1. 1
    Lavish Roots, Inc. 401(K) Plan$2.5M
    Lavish Roots, Inc. · 2023
  2. 2
    Dn Holdings, Inc. 401(K) Plan$1M
    Dn Holdings, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages