Feldman & Lee, P.S. 401(K) Plan — Form 5500 plan (Feldman & Lee, 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, Feldman & Lee, P.S. 401(K) Plan is a benefit plan reported by Feldman & Lee, P.S. under EIN 91-1141908 and plan number 001. The latest loaded filing year is 2023. The filing reports 31 participants and $1,702,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Feldman & Lee, P.S.
- EIN
- 91-1141908
- Plan number
- 001
- Plan type
- 2
- Location
- Lynnwood, WA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 31 | I | 20240712135007NAL0011321571001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $1,702,834
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,702,834
- Net assets (BOY)
- $1,388,911
Income & contributions
- Employer contributions
- $34,095
- Participant contributions
- $96,882
- Total income / additions
- $374,652
Expenses & distributions
- Benefits paid
- $49,137
- Administrative expenses
- $11,592
- Total expenses
- $60,729
- Net increase / (decrease)
- $313,923
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.