Cascade Asset Management Company 401(K) Plan — Form 5500 plan (William H. Gates Iii)
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, Cascade Asset Management Company 401(K) Plan is a benefit plan reported by William H. Gates Iii under EIN 91-1307932 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $74,263,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- William H. Gates Iii
- EIN
- 91-1307932
- Plan number
- 001
- Plan type
- 2
- Location
- Kirkland, WA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $74,263,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241003144622NAL0004925587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,263,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,263,000
- Net assets (BOY)
- $57,286,609
Income & contributions
- Employer contributions
- $3,930,417
- Participant contributions
- $3,228,820
- Total contributions
- $8,045,041
- Total income / additions
- $19,347,530
Expenses & distributions
- Benefits paid
- $2,723,173
- Administrative expenses
- $12,479
- Total expenses
- $2,743,570
- Net increase / (decrease)
- $16,603,960
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $12,479 | $0 | 2023 |