Columbia Basin Non-Profit Association 401(K) Plan — Form 5500 plan (Columbia Basin Non-Profit Association)
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, Columbia Basin Non-Profit Association 401(K) Plan is a benefit plan reported by Columbia Basin Non-Profit Association under EIN 82-4333491 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $6,857,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Basin Non-Profit Association
- EIN
- 82-4333491
- Plan number
- 001
- Plan type
- 3
- Location
- Richland, WA
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $6,857,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241126085257NAL0010763504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,857,655
- Total liabilities (EOY)
- $4,995
- Net assets (EOY)
- $6,852,660
- Net assets (BOY)
- $5,097,240
Income & contributions
- Employer contributions
- $458,967
- Participant contributions
- $702,259
- Total contributions
- $1,162,773
- Total income / additions
- $2,023,637
Expenses & distributions
- Benefits paid
- $231,367
- Administrative expenses
- $36,850
- Total expenses
- $268,217
- Net increase / (decrease)
- $1,755,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Petersen Hastings Investment | NONE | $24,405 | not reported in the loaded dataset | 2023 |
| Alerus Financial, N.A. | NONE | $12,445 | $0 | 2023 |