Williams, Kastner & Gibbs Pllc Retirement Plan — Form 5500 plan (Williams, Kastner & Gibbs Pllc)
Plain-English plan 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, Williams, Kastner & Gibbs Pllc Retirement Plan is a benefit plan reported by Williams, Kastner & Gibbs Pllc under EIN 91-0208860 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $55,512,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Williams, Kastner & Gibbs Pllc
- EIN
- 91-0208860
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $55,512,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241001165530NAL0003470211001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,512,652
- Net assets (EOY)
- $55,512,652
- Net assets (BOY)
- $48,184,752
Income & contributions
- Employer contributions
- $1,021,049
- Participant contributions
- $744,038
- Total contributions
- $1,834,786
- Total income / additions
- $9,431,488
Expenses & distributions
- Benefits paid
- $2,092,893
- Administrative expenses
- $85,135
- Total expenses
- $2,178,028
- Net increase / (decrease)
- $7,253,460
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $37,072 | not reported in the loaded dataset | 2023 |
| Dwyer Pemberton & Coulson Pc | NONE | $21,750 | not reported in the loaded dataset | 2023 |
| Reliant Consulting & Research | NONE | $16,415 | not reported in the loaded dataset | 2023 |
| Merriman Wealth Management LLC | NONE | $7,949 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $371 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Williams, Kastner & Gibbs Pllc
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Dwyer Pemberton & Coulson Pc — Schedule C compensation
- Reliant Consulting & Research — Schedule C compensation
- Merriman Wealth Management LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation