Retirement plan

NORTHWEST HARVEST RETIREMENT PLAN

Name: NORTHWEST HARVEST / E.M.M. - NORTHWEST HARVEST RETIREMENT PLAN (2025) Form 5500
Creator: NORTHWEST HARVEST / E.M.M.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTHWEST HARVEST RETIREMENT PLAN, NORTHWEST HARVEST / E.M.M.

NORTHWEST HARVEST / E.M.M.EIN 91-0826037Plan #001PY 2025

PO BOX 12272 - SEATTLE, WA 98102206-940-6096northwestharvest.orgLinkedIn51-200 employeescivic & social organization

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$6.8M

+23.3% from 2024

Total participants

183

0.0% from 2024

Average account balance

$36,918

+22.0% from 2024

Annual return

19.78%

+2.66 pp from 2024

Benchmarks

See 1,431 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort1,431 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.76M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$37K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

183

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$893K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.78%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$25

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY1 year Filed as: JOHN HANCOCK U.S.A. Service code 15 · EIN 01-0233346	Recordkeeping	$1,933

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$5K

$45 / participant

Contract admin$5K100.0%

% of EOY assets

0.067%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CARON BLETZER
Auditor EIN: 043499945
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$36,918

$43,496-15.1%

$161,489-77.1%

$64,340-42.6%

Participation rate

100.0%

53.5%+46.5pp

78.7%+21.3pp

55.2%+44.8pp

Annual return

19.78%

20.76%-1.0pp

89.72%-69.9pp

24.14%-4.4pp

Employer contribution / active EE

$5,515

$1,431+285.5%

$4,268+29.2%

$1,862+196.2%

Participant deferral / active EE

$3,418

$1,996+71.2%

$5,630-39.3%

$2,980+14.7%

Admin fee / account holder

$25

$2,330-98.9%

$16,006-99.8%

$3,703-99.3%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY1 year

Filed as: JOHN HANCOCK U.S.A.

Service code 15 · EIN 01-0233346

Recordkeeping

$1,933

NORTHWEST HARVEST RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTHWEST HARVEST RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion