Northwest Medical Specialties, Pllc 401(K) Ps Plan And Trust — Form 5500 plan (Northwest Medical Specialties, Pllc)
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, Northwest Medical Specialties, Pllc 401(K) Ps Plan And Trust is a benefit plan reported by Northwest Medical Specialties, Pllc under EIN 91-1867315 and plan number 002. The latest loaded filing year is 2023. The filing reports 324 participants and $30,899,975 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Medical Specialties, Pllc
- EIN
- 91-1867315
- Plan number
- 002
- Plan type
- 2
- Location
- Tacoma, WA
- Latest filing year
- 2023
- Participants
- 324
- End-of-year plan assets
- $30,899,975
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 324 | H, C | 20241010094115NAL0020772145001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,899,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,899,975
- Net assets (BOY)
- $23,232,082
Income & contributions
- Employer contributions
- $629,596
- Participant contributions
- $1,252,839
- Total contributions
- $1,909,473
- Total income / additions
- $9,745,792
Expenses & distributions
- Benefits paid
- $1,888,258
- Administrative expenses
- $189,641
- Total expenses
- $2,077,899
- Net increase / (decrease)
- $7,667,893
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sloy, Dahl, And Holst | NONE | $112,356 | not reported in the loaded dataset | 2023 |
| Spectrum Pension Consultants, Inc. | NONE | $52,437 | not reported in the loaded dataset | 2023 |
| Garde Capital, Inc. | NONE | $24,687 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Medical Specialties, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Tacoma, WA
- Sloy, Dahl, And Holst — Schedule C compensation
- Spectrum Pension Consultants, Inc. — Schedule C compensation
- Garde Capital, Inc. — Schedule C compensation