Shelton, 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, Shelton, WA has 14 loaded benefit plan(s) reported by 10 plan sponsor(s), with $98,861,699 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 14
- Plan sponsors
- 10
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $98,861,699
- Total reported liabilities (EOY)
- $10,070
- Total reported net assets (EOY)
- $98,851,629
Contributions & income
- Employer contributions
- $4,204,967
- Participant contributions
- $5,463,652
- Total income / additions
- $26,119,194
Expenses & distributions
- Benefits paid / distributions
- $10,631,346
- Total expenses
- $11,005,863
- Net increase / (decrease)
- $15,113,331
Coverage
- Total reported participants
- 3,844
- Plans with financial statements
- 10
- Plans with provider compensation
- 5
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Shelton, 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
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Taylor United, Inc. 401(K) Plan | Taylor United, Inc. | $29,069,222 | 2023 |
| Squaxin Island Tribe And Island Enterprise 401(K) Plan | Squaxin Island Tribe | $25,042,641 | 2023 |
| Squaxin Island Gaming Enterprises 401(K)/Profit Sharing Plan | Squaxin Island Gaming Enterprises D/B/A Little Cre | $23,189,621 | 2023 |
| Our Community Credit Union 401(K) Plan | Our Community Credit Union | $8,417,948 | 2023 |
| Fungi Perfecti, LLC 401(K) Profit Sharing Plan | Fungi Perfecti, LLC | $8,158,324 | 2023 |
| Serenity Shores 401k Trust | Serenity Shores Inc. | $1,247,442 | 2023 |
| Exceptional Foresters Inc. 401(K) Plan | Exceptional Foresters Inc. | $1,192,675 | 2023 |
| Continental Floral 401(K) Plan | Continental Floral LLC | $1,164,673 | 2023 |
| Sims Vibration Laboratory, Inc 401(K) Plan. | Sims Vibration Laboratory, Inc. | $1,069,778 | 2023 |
| Hatkatosh 401k | Hatkatosh Inc. | $309,375 | 2023 |
| Taylor United, Inc. Employee Benefit Program | Taylor United, Inc. | not reported in the loaded dataset | 2023 |
| Exceptional Foresters, Inc., Dba Efi Health And Welfare Benefit Plan | Exceptional Foresters, Inc. | not reported in the loaded dataset | 2023 |
| Squaxin Island Gaming Enterprise Welfare Benefit Plan | Squaxin Island Gaming Enterprise | not reported in the loaded dataset | 2023 |
| Continental Floral LLC Health And Welfare Benefits Plan | Continental Floral LLC | not reported in the loaded dataset | 2023 |
Largest plans in Shelton → · Shelton plans by participants → · Shelton plans with financial data → · Shelton plans with provider compensation → · $1B+ plans in Shelton →
Related Form 5500 pages
- All WA Form 5500 filings
- Taylor United, Inc. 401(K) Plan (plan 001)
- Taylor United, Inc. — all reported plans
- Squaxin Island Tribe And Island Enterprise 401(K) Plan (plan 002)
- Squaxin Island Tribe — all reported plans
- Squaxin Island Gaming Enterprises 401(K)/Profit Sharing Plan (plan 001)
- Squaxin Island Gaming Enterprises D/B/A Little Cre — all reported plans
- Our Community Credit Union 401(K) Plan (plan 033)
- Our Community Credit Union — all reported plans
- Fungi Perfecti, LLC 401(K) Profit Sharing Plan (plan 001)
- Fungi Perfecti, LLC — all reported plans
- Serenity Shores 401k Trust (plan 001)
- Serenity Shores Inc. — all reported plans
- Exceptional Foresters Inc. 401(K) Plan (plan 001)
- Exceptional Foresters Inc. — all reported plans
- Continental Floral 401(K) Plan (plan 001)
- Continental Floral LLC — all reported plans
- Sims Vibration Laboratory, Inc 401(K) Plan. (plan 001)
- Sims Vibration Laboratory, Inc. — all reported plans
- Hatkatosh 401k (plan 001)
- Hatkatosh Inc. — all reported plans
- Taylor United, Inc. Employee Benefit Program (plan 502)
- Exceptional Foresters, Inc., Dba Efi Health And Welfare Benefit Plan (plan 501)
- Squaxin Island Gaming Enterprise Welfare Benefit Plan (plan 506)
- Continental Floral LLC Health And Welfare Benefits Plan (plan 504)
- Methodology
- Data sources