2023 Form 5500 filing — Renewal By Andersen Of Washington & Boise 401(K) Profit Sharing Plan & Trust
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 20260330095425NAL0011457184001) for Renewal By Andersen Of Washington & Boise 401(K) Profit Sharing Plan & Trust, reported by Sound Window & Door, Inc. under EIN 91-1766879 and plan number 001. It reports 527 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260330095425NAL0011457184001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sound Window & Door, Inc.
- EIN
- 91-1766879
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 527
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,996,305
- Total liabilities (EOY)
- $69,065
- Net assets (EOY)
- $5,927,240
- Employer contributions
- $413,888
- Participant contributions
- $777,986
- Total income / additions
- $1,930,798
- Benefits paid
- $232,761
- Administrative expenses
- $11,026
- Total expenses
- $243,787
- Net increase / (decrease)
- $1,687,011
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sound Consulting Services | INV ADVISOR | $22,229 | $0 |
| Lpl Financial Rpcp | INV ADVISOR | $10,793 | not reported in the loaded dataset |
| Nwrpc | TPA | $6,200 | $0 |
| The Vanguard Group | INV PROVIDER | $5,553 | $0 |
| Nwrpc | TPA | $1,450 | $0 |
| The Vanguard Group | INV PROVIDER | $1,127 | $0 |