Tra-Minw, P.S. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Tra-Minw, P.S.)
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, Tra-Minw, P.S. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Tra-Minw, P.S. under EIN 91-0979582 and plan number 002. The latest loaded filing year is 2023. The filing reports 788 participants and $149,134,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tra-Minw, P.S.
- EIN
- 91-0979582
- Plan number
- 002
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 788
- End-of-year plan assets
- $149,134,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 788 | H, C | 20241015125931NAL0056258882001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $149,134,785
- Total liabilities (EOY)
- $287
- Net assets (EOY)
- $149,134,498
- Net assets (BOY)
- $123,542,850
Income & contributions
- Employer contributions
- $4,654,526
- Participant contributions
- $3,491,150
- Total contributions
- $8,587,202
- Total income / additions
- $30,949,020
Expenses & distributions
- Benefits paid
- $5,188,323
- Administrative expenses
- $169,049
- Total expenses
- $5,357,372
- Net increase / (decrease)
- $25,591,648
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edelman Financial Engines Adv LLC | NONE | $34,713 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $32,508 | not reported in the loaded dataset | 2023 |
| Columbia River Advisors LLC | NONE | $16,408 | not reported in the loaded dataset | 2023 |
| Tortoise Investment Management, LLC | NONE | $16,372 | not reported in the loaded dataset | 2023 |
| Financial Insights | NONE | $15,433 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | NONE | $12,377 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $11,113 | not reported in the loaded dataset | 2023 |
| Midway Financial Wealth Management | NONE | $6,260 | not reported in the loaded dataset | 2023 |
| 25 LLC | NONE | $6,137 | not reported in the loaded dataset | 2023 |
| Financial Engines Advisors | NONE | $6,005 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tra-Minw, P.S.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Edelman Financial Engines Adv LLC — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Columbia River Advisors LLC — Schedule C compensation
- Tortoise Investment Management, LLC — Schedule C compensation
- Financial Insights — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Nwps — Schedule C compensation
- Midway Financial Wealth Management — Schedule C compensation
- 25 LLC — Schedule C compensation
- Financial Engines Advisors — Schedule C compensation