Plan5500

W K & O/High Cascade 401(K) Plan — Form 5500 plan (Wilkins, Kaiser & Olsen, Inc.)

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, W K & O/High Cascade 401(K) Plan is a benefit plan reported by Wilkins, Kaiser & Olsen, Inc. under EIN 91-0742853 and plan number 001. The latest loaded filing year is 2023. The filing reports 469 participants and $24,065,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wilkins, Kaiser & Olsen, Inc.
EIN
91-0742853
Plan number
001
Plan type
2
Location
Carson, WA
Latest filing year
2023
Participants
469
End-of-year plan assets
$24,065,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023469H, C20241002134808NAL0004048595001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,065,922
Total liabilities (EOY)
$0
Net assets (EOY)
$24,065,922
Net assets (BOY)
$22,420,787

Income & contributions

Employer contributions
$851,340
Participant contributions
$1,478,348
Total contributions
$2,345,723
Total income / additions
$5,234,663

Expenses & distributions

Benefits paid
$3,417,771
Administrative expenses
$164,290
Total expenses
$3,589,528
Net increase / (decrease)
$1,645,135

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$52,053$02023
Akiyama Financial ServINVESTMENT ADVISORY$31,573$1,4632023
Definiti, LLCOTHER SERVICES$0$10,3112023
Cable Hill PartnersINVESTMENT ADVISORY$0$7,3352023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages