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NORTH CASCADES INSTITUTE — NORTH CASCADES INSTITUTE - DEFINED CONTRIBUTION PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240520134021NAL0002347920001
NORTH CASCADES INSTITUTE
Form 5500-SF
FILING_RECEIVED
NORTH CASCADES INSTITUTE - DEFINED CONTRIBUTION PLAN
403(b) retirement plan
Active participants
29
Accounts w/ balance
70
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NORTH CASCADES INSTITUTE
.
Find decision makers
Plan sponsor
Name
NORTH CASCADES INSTITUTE
EIN
91-1327775
Address
810 STATE ROUTE 20 · SEDRO WOOLLEY, WA · 982841263
Phone
(360) 854-2599
Industry
Educational Services
see all
Plan administrator
Name
NORTH CASCADES INSTITUTE
EIN
91-1327775
City
SEDRO WOOLLEY, WA
Phone
(360) 854-2592
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-05-20
Pension benefit codes
2L · 403(b)(1) annuity
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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