2023 Form 5500 filing — Tra-Minw, P.S. 401(K) Profit Sharing Plan And 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 20241015125931NAL0056258882001) for Tra-Minw, P.S. 401(K) Profit Sharing Plan And Trust, reported by Tra-Minw, P.S. under EIN 91-0979582 and plan number 002. It reports 788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125931NAL0056258882001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tra-Minw, P.S.
- EIN
- 91-0979582
- Plan number
- 002
- Location
- Tacoma, WA
- Participants
- 788
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $149,134,785
- Total liabilities (EOY)
- $287
- Net assets (EOY)
- $149,134,498
- Employer contributions
- $4,654,526
- Participant contributions
- $3,491,150
- Total income / additions
- $30,949,020
- Benefits paid
- $5,188,323
- Administrative expenses
- $169,049
- Total expenses
- $5,357,372
- Net increase / (decrease)
- $25,591,648
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edelman Financial Engines Adv LLC | NONE | $34,713 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $32,508 | not reported in the loaded dataset |
| Columbia River Advisors LLC | NONE | $16,408 | not reported in the loaded dataset |
| Tortoise Investment Management, LLC | NONE | $16,372 | not reported in the loaded dataset |
| Financial Insights | NONE | $15,433 | not reported in the loaded dataset |
| Corient Private Wealth LLC | NONE | $12,377 | not reported in the loaded dataset |
| Nwps | NONE | $11,113 | not reported in the loaded dataset |
| Midway Financial Wealth Management | NONE | $6,260 | not reported in the loaded dataset |
| 25 LLC | NONE | $6,137 | not reported in the loaded dataset |
| Financial Engines Advisors | NONE | $6,005 | not reported in the loaded dataset |