Okanogan, 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, Okanogan, WA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $4,215,532 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
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,215,532
Total reported liabilities (EOY)
$78,664
Total reported net assets (EOY)
$4,136,868

Contributions & income

Employer contributions
$88,075
Participant contributions
$538,555
Total income / additions
$1,282,200

Expenses & distributions

Benefits paid / distributions
$789,443
Total expenses
$823,286
Net increase / (decrease)
$458,914

Coverage

Total reported participants
519
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Okanogan, 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 Okanogan, WA
PlanSponsorReported assets (EOY)Year
Family Health Centers 401(K) PlanFamily Health Centers$4,215,5322023
Family Health Centers Health Care Benefit PlanFamily Health Centersnot reported in the loaded dataset2023

Related Form 5500 pages