401(k)
2024 plan-year 401(k) DOL Form 5500

Whidbey Island Trades, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Whidbey Island Trades, Inc. · Washington · Real Estate

What the 2023 filing shows

Whidbey Island Trades, Inc. 401(k) Plan holds N/A for 1 participants.

N/A
total plan assets (2024 EOY)
1
covered participants
Total Assets (2023)
N/A
Participants
1
State
Industry
Real Estate

What the Filing Says About Whidbey Island Trades, Inc. 401(k) Plan

Whidbey Island Trades, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Whidbey Island Trades, Inc., headquartered in Washington. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 1 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 844906170, and the plan has been effective since 2020-02-27. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan Type401(k)
Employer EIN844906170
Plan Effective Date2020-02-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Whidbey Island Trades, Inc.)

Year Plans Participants Total Assets
2022 1 1 N/A
2023 1 1 N/A
2024 1 1 N/A

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Frequently Asked Questions

How much money is in the Whidbey Island Trades, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Whidbey Island Trades, Inc. 401(k) Plan holds N/A in total assets with 1 participants. It is sponsored by Whidbey Island Trades, Inc..
What type of plan is Whidbey Island Trades, Inc. 401(k) Plan?
Whidbey Island Trades, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2020-02-27. The plan is filed with the U.S. Department of Labor under EIN 844906170.
Who sponsors the Whidbey Island Trades, Inc. 401(k) Plan?
Whidbey Island Trades, Inc. 401(k) Plan is sponsored by Whidbey Island Trades, Inc., located in Washington. The sponsor's EIN is 844906170 and the plan operates in the Real Estate industry.
How did Whidbey Island Trades, Inc. 401(k) Plan perform in 2024?
Whidbey Island Trades, Inc. 401(k) Plan held N/A in total assets at the end of 2024.
Where can I find official filings for Whidbey Island Trades, Inc. 401(k) Plan?
Official Form 5500 filings for Whidbey Island Trades, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 844906170 or plan name at efast.dol.gov.
How does Whidbey Island Trades, Inc. 401(k) Plan compare to other plans?
You can compare Whidbey Island Trades, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 844906170.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.