Plan5500

Poulsbo, 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, Poulsbo, WA has 10 loaded benefit plan(s) reported by 9 plan sponsor(s), with $28,424,452 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
9
Latest filing year
2023

What stands out in Poulsbo

  • 10 loaded plans hold $28.4M in reported assets across 9 sponsors.
  • The largest, Masterworks, Incorporated 401(K) Profit Sharing Plan And Trust, holds 64% of reported Poulsbo plan assets.
  • Plans cover 765 participants — about 77 per plan.
  • 80% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$28.4MSummed across loaded plans$28,424,113
Total reported assets$28.4M$28,424,452
Total reported participants765
Total reported liabilities$339

Reported net position

Reported assets = net assets + liabilities (summed)$28.4M total assets
Net assets$28.4MLiabilities$339
Contributions & income
Employer contributions$809.8K
Participant contributions$1.5M
Total income / additions$7.2M
Expenses & distributions
Benefits paid / distributions$3.8M
Total expenses$3.9M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements8 / 10 (80%)
Plans with provider compensation2 / 10 (20%)

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

Poulsbo market comparison

Largest plan share of assets64%Masterworks, Incorporated 401(K) Profit Sharing Plan And Trust
Participants per plan77Average across loaded plans
Plan sponsors9
Ranked by reported assets

Largest loaded plans in Poulsbo

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

  1. 1
    Masterworks, Incorporated 401(K) Profit Sharing Plan And Trust$18.2M
    Masterworks, Incorporated · 2023
  2. 2
    Watson Furniture Group, Inc. 401(K) Retirement Plan & Trust$9.8M
    Watson Furniture Group, Inc. · 2023
  3. 3
    Strategic Planning Services 401(K) Profit Sharing Plan & Trust$257.5K
    Strategic Planning Services · 2023
  4. 4
    West Sound Academy Self Funded Medical Reimbursement Plan$115.9K
    West Sound Academy · 2023
  5. 5
    Hirkules Inc. Retirement Plan$21.5K
    Hirkules Inc. · 2023
  6. 6
    Tarmac Properties, Inc. 401(K) Plan$421
    Tarmac Properties, Inc. · 2023
  7. 7
    Klein Communications, Inc. 401(K) Plan$165
    Klein Communications, Inc. · 2023
  8. 8
    Jomo Enterprises, Inc. 401(K) Plan$0
    Jomo Enterprises, Inc. · 2023
  9. 9
    Watson Furniture Group, Inc. Employee Benefits Plannot reported in the loaded dataset
    Watson Furniture Group, Inc. · 2023
  10. 10
    Masterworks, Inc. Health And Welfare Benefits Plannot reported in the loaded dataset
    Masterworks, Inc. · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages