Fullaway Lamphear & Sauve, Pllc 401(K) Profit Sharing Plan — Form 5500 plan (Fullaway Lamphear & Sauve, 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, Fullaway Lamphear & Sauve, Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Fullaway Lamphear & Sauve, Pllc under EIN 91-2055146 and plan number 001. The latest loaded filing year is 2023. The filing reports 25 participants and $5,555,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fullaway Lamphear & Sauve, Pllc
EIN
91-2055146
Plan number
001
Plan type
2
Location
Fife, WA
Latest filing year
2023
Participants
25
End-of-year plan assets
$5,555,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325I20240806125602NAL0002281425001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$5,555,082
Total liabilities (EOY)
$0
Net assets (EOY)
$5,555,082
Net assets (BOY)
$5,178,875

Income & contributions

Employer contributions
$49,234
Participant contributions
$188,164
Total income / additions
$927,704

Expenses & distributions

Benefits paid
$551,472
Administrative expenses
$25
Total expenses
$551,497
Net increase / (decrease)
$376,207

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages