Tongass Timber Trust — Form 5500 plan (Alaska Forest 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, Tongass Timber Trust is a benefit plan reported by Alaska Forest Association under EIN 92-0062073 and plan number 501. The latest loaded filing year is 2023. The filing reports 324 participants and $6,609,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alaska Forest Association
- EIN
- 92-0062073
- Plan number
- 501
- Plan type
- 3
- Location
- Mukilteo, WA
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $6,609,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20240920084747NAL0010074816001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,609,897
- Total liabilities (EOY)
- $197,015
- Net assets (EOY)
- $6,412,882
- Net assets (BOY)
- $5,901,240
Income & contributions
- Employer contributions
- $5,191,212
- Participant contributions
- $138,261
- Total contributions
- $5,329,473
- Total income / additions
- $5,517,510
Expenses & distributions
- Benefits paid
- $4,641,592
- Administrative expenses
- $364,276
- Total expenses
- $5,005,868
- Net increase / (decrease)
- $511,642
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Us Inc | NONE | $125,307 | not reported in the loaded dataset | 2023 |
| Vimly Benefit Solutions | NONE | $106,973 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen, Llp | NONE | $31,500 | not reported in the loaded dataset | 2023 |
| Madison Scottsdale Investment | NONE | $25,385 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alaska Forest Association
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Mukilteo, WA
- Mercer Us Inc — Schedule C compensation
- Vimly Benefit Solutions — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Madison Scottsdale Investment — Schedule C compensation