2023 Form 5500 filing — The 401(K) Profit Sharing Plan And Trust Of Christensen Oconnor Johnson Kindness Pllc
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 20241015155255NAL0058550290001) for The 401(K) Profit Sharing Plan And Trust Of Christensen Oconnor Johnson Kindness Pllc, reported by Christensen Oconnor Johnson Kindness Pllc under EIN 91-0860813 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015155255NAL0058550290001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Christensen Oconnor Johnson Kindness Pllc
- EIN
- 91-0860813
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 155
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,905,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,905,404
- Employer contributions
- $422,286
- Participant contributions
- $927,270
- Total income / additions
- $6,852,755
- Benefits paid
- $922,471
- Administrative expenses
- $163,867
- Total expenses
- $1,086,338
- Net increase / (decrease)
- $5,766,417
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISORY | $116,334 | not reported in the loaded dataset |
| Vanguard Group Inc. | RECORDKEEPER | $34,351 | $0 |
| Uniglobal Pension Planning | TPA | $11,183 | not reported in the loaded dataset |