Shannon & Wilson, Inc. Ps Retirement & 401(K) Plan And Trust — Form 5500 plan (Shannon & Wilson, Inc.)
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, Shannon & Wilson, Inc. Ps Retirement & 401(K) Plan And Trust is a benefit plan reported by Shannon & Wilson, Inc. under EIN 91-0745357 and plan number 333. The latest loaded filing year is 2023. The filing reports 516 participants and $116,400,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shannon & Wilson, Inc.
- EIN
- 91-0745357
- Plan number
- 333
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 516
- End-of-year plan assets
- $116,400,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 516 | H, C | 20241015174033NAL0049178464001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $116,400,283
- Total liabilities (EOY)
- $34,951
- Net assets (EOY)
- $116,365,332
- Net assets (BOY)
- $94,331,318
Income & contributions
- Employer contributions
- $2,238,993
- Participant contributions
- $3,270,670
- Total contributions
- $9,437,742
- Total income / additions
- $28,646,407
Expenses & distributions
- Benefits paid
- $13,869,024
- Administrative expenses
- $89,055
- Total expenses
- $13,958,079
- Net increase / (decrease)
- $14,688,328
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rbc Wealth Management | NONE | $47,500 | not reported in the loaded dataset | 2023 |
| Merrill Lynch, Pierce, Fenner&Smith | NONE | $16,114 | not reported in the loaded dataset | 2023 |
| Robert W. Baird | NONE | $12,649 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $6,510 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Shannon & Wilson, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Rbc Wealth Management — Schedule C compensation
- Merrill Lynch, Pierce, Fenner&Smith — Schedule C compensation
- Robert W. Baird — Schedule C compensation
- Nwps — Schedule C compensation