Sound Window & Door, Inc.401(K) Profit Sharing Plan & Trust — Form 5500 plan (Sound Window & Door, 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, Sound Window & Door, Inc.401(K) Profit Sharing Plan & Trust is a benefit plan reported by Sound Window & Door, Inc. under EIN 91-1766879 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $5,996,305 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sound Window & Door, Inc.
- EIN
- 91-1766879
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $5,996,305
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20260330145432NAL0013471187001 |
| 2023 | 527 | H, C | 20260330095425NAL0011457184001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,996,305
- Total liabilities (EOY)
- $69,065
- Net assets (EOY)
- $5,927,240
- Net assets (BOY)
- $4,240,229
Income & contributions
- Employer contributions
- $413,888
- Participant contributions
- $777,986
- Total contributions
- $1,238,779
- Total income / additions
- $1,930,798
Expenses & distributions
- Benefits paid
- $232,761
- Administrative expenses
- $11,026
- Total expenses
- $243,787
- Net increase / (decrease)
- $1,687,011
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sound Consulting Services | INV ADVISOR | $22,229 | $0 | 2023 |
| Lpl Financial Rpcp | INV ADVISOR | $10,793 | not reported in the loaded dataset | 2023 |
| Nwrpc | TPA | $6,200 | $0 | 2023 |
| The Vanguard Group | INV PROVIDER | $5,553 | $0 | 2023 |
| Nwrpc | TPA | $1,450 | $0 | 2023 |
| The Vanguard Group | INV PROVIDER | $1,127 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sound Window & Door, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Sound Consulting Services — Schedule C compensation
- Lpl Financial Rpcp — Schedule C compensation
- Nwrpc — Schedule C compensation
- The Vanguard Group — Schedule C compensation