Plan5500

Washington Companies 401(K) Retirement Savings Plan — Form 5500 plan (Washington Companies)

Plain-English plan 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, Washington Companies 401(K) Retirement Savings Plan is a benefit plan reported by Washington Companies under EIN 81-0485406 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,756 participants and $417,849,493 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Washington Companies
EIN
81-0485406
Plan number
002
Plan type
2
Location
Missoula, MT
Latest filing year
2023
Participants
2,756
End-of-year plan assets
$417,849,493

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,756H, C20240916120906NAL0002091488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$417,849,493
Total liabilities (EOY)
$0
Net assets (EOY)
$417,849,493
Net assets (BOY)
$351,970,380

Income & contributions

Employer contributions
$9,581,280
Participant contributions
$17,238,589
Total contributions
$29,089,125
Total income / additions
$100,305,790

Expenses & distributions

Benefits paid
$34,015,100
Administrative expenses
$361,887
Total expenses
$34,426,677
Net increase / (decrease)
$65,879,113

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$187,313$02023
Strategic Advisors, Inc.ADVISOR$161,982not reported in the loaded dataset2023
Sageview AINVESTMENT ADVISOR$12,638not reported in the loaded dataset2023

Related Form 5500 pages