Plan5500

Port Ludlow, 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, Port Ludlow, WA has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $9,735,380 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 Port Ludlow

  • 2 loaded plans hold $9.7M in reported assets across 2 sponsors.
  • The largest, Kci Computing, Inc. Employees Savings Trust, holds 100% of reported Port Ludlow plan assets.
  • Plans cover 8 participants — about 4 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$9.7MSummed across loaded plans$9,735,380
Total reported assets$9.7M$9,735,380
Total reported participants8
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.7M total assets
Net assets$9.7MLiabilities$0
Contributions & income
Employer contributions$11.9K
Participant contributions$81.3K
Total income / additions$2.6M
Expenses & distributions
Benefits paid / distributions$304.6K
Total expenses$311.5K
Net increase / (decrease)$2.2M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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

Port Ludlow market comparison

Largest plan share of assets100%Kci Computing, Inc. Employees Savings Trust
Participants per plan4Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Port Ludlow

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

  1. 1
    Kci Computing, Inc. Employees Savings Trust$9.7M
    Kci Computing, Inc. · 2023
  2. 2
    Ohr Group Inc. Retirement Plan$15.4K
    Ohr Group Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages