2023 Form 5500 filing — Puget Consumers' Co-Op Non-Union Employees' 401(K) Retirement Plan & Trust

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 20241014190930NAL0045726640001) for Puget Consumers' Co-Op Non-Union Employees' 401(K) Retirement Plan & Trust, reported by Puget Consumers Co-Op Dba Pcc Community Markets under EIN 91-6031913 and plan number 003. It reports 265 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$25.3MReported net assets$25,265,953

Participants265

Provider compensation$48.2K1 Schedule C row(s)$48,186

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014190930NAL0045726640001
Plan sponsor: Puget Consumers Co-Op Dba Pcc Community Markets
EIN: 91-6031913
Plan number: 003
Location: Seattle, WA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$25.3M total assets

Net assets$25.3MLiabilities$0

Money in vs. money out

Total income / additions$6.8M

Total expenses$2.7M

Benefits paid / distributions$2.7M

Contributions

Employer$1.3M

Participant$1.4M

Full reported line items

Total assets (EOY): $25,265,953
Total liabilities (EOY): $0
Net assets (EOY): $25,265,953
Employer contributions: $1,263,538
Participant contributions: $1,404,451
Total income / additions: $6,777,200
Benefits paid: $2,670,634
Administrative expenses: $47,979
Total expenses: $2,718,613
Net increase / (decrease): $4,058,587

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Fidelity Investments Institutional$48.2K
RECORDKEEPER · Direct $48.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014190930NAL0045726640001 cover?: It is the 2023 Form 5500 filing for Puget Consumers' Co-Op Non-Union Employees' 401(K) Retirement Plan & Trust, reported by Puget Consumers Co-Op Dba Pcc Community Markets (EIN 91-6031913).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).