Jeffers, Danielson, Sonn & Aylward P.S. 401(K) Profit Sharing Plan — Form 5500 plan (Jeffers, Danielson, Sonn & Aylward, P.S.)
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, Jeffers, Danielson, Sonn & Aylward P.S. 401(K) Profit Sharing Plan is a benefit plan reported by Jeffers, Danielson, Sonn & Aylward, P.S. under EIN 91-0980951 and plan number 001. The latest loaded filing year is 2023. The filing reports 58 participants and $15,387,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jeffers, Danielson, Sonn & Aylward, P.S.
- EIN
- 91-0980951
- Plan number
- 001
- Plan type
- 2
- Location
- Wenatchee, WA
- Latest filing year
- 2023
- Participants
- 58
- End-of-year plan assets
- $15,387,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 58 | I | 20240522162241NAL0002199139001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $15,387,996
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,387,996
- Net assets (BOY)
- $12,685,523
Income & contributions
- Employer contributions
- $148,753
- Participant contributions
- $403,675
- Total income / additions
- $2,899,560
Expenses & distributions
- Benefits paid
- $188,161
- Administrative expenses
- $8,926
- Total expenses
- $197,087
- Net increase / (decrease)
- $2,702,473
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.