2023 Form 5500 filing — Gordon, Thomas, Honeywell, Llp 401(K) Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821095307NAL0003802737001) for Gordon, Thomas, Honeywell, Llp 401(K) Profit Sharing Plan, reported by Gordon Thomas Honeywell, Llp under EIN 91-0861866 and plan number 002. It reports 102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240821095307NAL0003802737001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gordon Thomas Honeywell, Llp
- EIN
- 91-0861866
- Plan number
- 002
- Location
- Tacoma, WA
- Participants
- 102
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,455,237
- Net assets (EOY)
- $40,455,237
- Employer contributions
- $590,045
- Participant contributions
- $338,670
- Total income / additions
- $7,145,811
- Benefits paid
- $1,552,921
- Administrative expenses
- $20,375
- Total expenses
- $1,573,296
- Net increase / (decrease)
- $5,572,515
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dwyer Pemberton & Coulson Pc | ACCOUNTING-INCL AUDIT | $14,300 | not reported in the loaded dataset |
| Northwest Ret Plan Consultants LLC | CONTRACT ADMINISTRATOR | $4,375 | not reported in the loaded dataset |