2023 Form 5500 filing — Cascade Asset Management Company 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241003144622NAL0004925587001) for Cascade Asset Management Company 401(K) Plan, reported by William H. Gates Iii under EIN 91-1307932 and plan number 001. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003144622NAL0004925587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- William H. Gates Iii
- EIN
- 91-1307932
- Plan number
- 001
- Location
- Kirkland, WA
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,263,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,263,000
- Employer contributions
- $3,930,417
- Participant contributions
- $3,228,820
- Total income / additions
- $19,347,530
- Benefits paid
- $2,723,173
- Administrative expenses
- $12,479
- Total expenses
- $2,743,570
- Net increase / (decrease)
- $16,603,960
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $12,479 | $0 |