Port Orchard, 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 Orchard, WA has 9 loaded benefit plan(s) reported by 8 plan sponsor(s), with $55,301,817 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
8
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$55,301,817
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$55,301,817

Contributions & income

Employer contributions
$1,722,062
Participant contributions
$1,904,491
Total income / additions
$10,859,901

Expenses & distributions

Benefits paid / distributions
$2,976,984
Total expenses
$3,024,551
Net increase / (decrease)
$7,835,350

Coverage

Total reported participants
793
Plans with financial statements
7
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Port Orchard, 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 Port Orchard, WA
PlanSponsorReported assets (EOY)Year
Kitsap Bank 401(K) Profit Sharing PlanKitsap Bank$53,195,0752023
Fox Fire Prevention Inc 401(K) PlanFox Fire Prevention Inc.$958,2622023
Tkb Auto Group, Inc. 401(K)Tkb Auto Group, Inc.$842,8812023
Eas Capital Group Inc. 401(K) PlanEas Capital Group Inc.$108,2672023
Ceag Inc. 401(K) PlanCeag Inc.$102,4152023
Greysam Inc 401(K) Profit Sharing PlanGreysam Inc$83,1262023
Ba Solutions, Inc. 401k Profit Sharing PlanBa Solutions, Inc.$11,7912023
Kitsap Bank Group Health & Welfare PlanKitsap Banknot reported in the loaded dataset2023
Aegis Land Title Group Health And Welfare PlanAegis Land Title Groupnot reported in the loaded dataset2023

Related Form 5500 pages