Orca Bay Capital Corporation 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Orca Bay Capital Corporation
  • Sponsor EIN: 911616824
  • Sponsor Address: 520 PIKE ST STE 1100 - STE 1100, SEATTLE, WA, 981013916
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 26
  • Total Assets: $2.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202526$2.6M$0$0
202420$2.3M$79,497$226,261
202321$1.9M$77,906$228,515
202220$1.4M$67,663$201,765

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