WASHINGTON FINANCIAL BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WASHINGTON FINANCIAL BANK 401(K) PLAN
Measure | Date | Value |
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2022 : WASHINGTON FINANCIAL BANK 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-2,064,635 |
Total of all expenses incurred | 2022-12-31 | $2,332,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,327,111 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,923,708 |
Value of total assets at end of year | 2022-12-31 | $24,322,415 |
Value of total assets at beginning of year | 2022-12-31 | $28,719,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $5,540 |
Total interest from all sources | 2022-12-31 | $11,994 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $959,075 |
Participant contributions at end of year | 2022-12-31 | $218,942 |
Participant contributions at beginning of year | 2022-12-31 | $285,610 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $451,516 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-4,397,286 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $24,322,415 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $28,719,701 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $16,924,827 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $22,288,216 |
Interest on participant loans | 2022-12-31 | $11,994 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $7,150,996 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $6,123,778 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,000,337 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $513,117 |
Employer contributions (assets) at end of year | 2022-12-31 | $27,650 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $22,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,327,111 |
Contract administrator fees | 2022-12-31 | $5,540 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : WASHINGTON FINANCIAL BANK 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $5,103,714 |
Total of all expenses incurred | 2021-12-31 | $881,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $881,936 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,448,457 |
Value of total assets at end of year | 2021-12-31 | $28,719,701 |
Value of total assets at beginning of year | 2021-12-31 | $24,497,923 |
Total interest from all sources | 2021-12-31 | $15,682 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $932,813 |
Participant contributions at end of year | 2021-12-31 | $285,610 |
Participant contributions at beginning of year | 2021-12-31 | $345,943 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $4,850 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $4,221,778 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $28,719,701 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,497,923 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $22,288,216 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $17,558,210 |
Interest on participant loans | 2021-12-31 | $15,682 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $6,123,778 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $6,577,071 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,639,575 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $515,644 |
Employer contributions (assets) at end of year | 2021-12-31 | $22,097 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $16,699 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $877,086 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : WASHINGTON FINANCIAL BANK 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $4,690,643 |
Total of all expenses incurred | 2020-12-31 | $1,013,445 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,009,395 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,553,720 |
Value of total assets at end of year | 2020-12-31 | $24,497,923 |
Value of total assets at beginning of year | 2020-12-31 | $20,820,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,050 |
Total interest from all sources | 2020-12-31 | $18,108 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $978,805 |
Participant contributions at end of year | 2020-12-31 | $345,943 |
Participant contributions at beginning of year | 2020-12-31 | $315,895 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $32,953 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $4,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $3,677,198 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,497,923 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $20,820,725 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $17,558,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $15,452,647 |
Interest on participant loans | 2020-12-31 | $18,108 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $6,577,071 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $5,040,471 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $3,118,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $541,962 |
Employer contributions (assets) at end of year | 2020-12-31 | $16,699 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $11,712 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,009,395 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : WASHINGTON FINANCIAL BANK 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $4,754,179 |
Total of all expenses incurred | 2019-12-31 | $437,059 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $433,077 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,387,459 |
Value of total assets at end of year | 2019-12-31 | $20,820,725 |
Value of total assets at beginning of year | 2019-12-31 | $16,503,605 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,982 |
Total interest from all sources | 2019-12-31 | $19,609 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $884,679 |
Participant contributions at end of year | 2019-12-31 | $315,895 |
Participant contributions at beginning of year | 2019-12-31 | $366,234 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $17,752 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $3,982 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $4,317,120 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $20,820,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $16,503,605 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $15,452,647 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,041,175 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $19,609 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $5,040,471 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,087,688 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,347,111 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $485,028 |
Employer contributions (assets) at end of year | 2019-12-31 | $11,712 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $8,508 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $433,077 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : WASHINGTON FINANCIAL BANK 401(K) PLAN 2018 401k financial data |
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Total transfer of assets to this plan | 2018-12-31 | $16,171,850 |
Total income from all sources (including contributions) | 2018-12-31 | $647,368 |
Total of all expenses incurred | 2018-12-31 | $315,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $309,698 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,557,978 |
Value of total assets at end of year | 2018-12-31 | $16,503,605 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,915 |
Total interest from all sources | 2018-12-31 | $18,142 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $840,814 |
Participant contributions at end of year | 2018-12-31 | $366,234 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $250,276 |
Administrative expenses (other) incurred | 2018-12-31 | $5,915 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $331,755 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $16,503,605 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,041,175 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $18,142 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $4,087,688 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-928,752 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $466,888 |
Employer contributions (assets) at end of year | 2018-12-31 | $8,508 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $309,698 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |