Plan5500

Gordon, Thomas, Honeywell, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Gordon Thomas Honeywell, Llp)

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, Gordon, Thomas, Honeywell, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Gordon Thomas Honeywell, Llp under EIN 91-0861866 and plan number 002. The latest loaded filing year is 2023. The filing reports 102 participants and $40,455,237 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gordon Thomas Honeywell, Llp
EIN
91-0861866
Plan number
002
Plan type
2
Location
Tacoma, WA
Latest filing year
2023
Participants
102
End-of-year plan assets
$40,455,237

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102H, C20240821095307NAL0003802737001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,455,237
Net assets (EOY)
$40,455,237
Net assets (BOY)
$34,882,722

Income & contributions

Employer contributions
$590,045
Participant contributions
$338,670
Total contributions
$928,715
Total income / additions
$7,145,811

Expenses & distributions

Benefits paid
$1,552,921
Administrative expenses
$20,375
Total expenses
$1,573,296
Net increase / (decrease)
$5,572,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dwyer Pemberton & Coulson PcACCOUNTING-INCL AUDIT$14,300not reported in the loaded dataset2023
Northwest Ret Plan Consultants LLCCONTRACT ADMINISTRATOR$4,375not reported in the loaded dataset2023

Related Form 5500 pages