2023 Form 5500 filing — Gordon, Thomas, Honeywell, Llp 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240821095307NAL0003802737001) for Gordon, Thomas, Honeywell, Llp 401(K) Profit Sharing Plan, reported by Gordon Thomas Honeywell, Llp under EIN 91-0861866 and plan number 002. It reports 102 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$40.5MReported net assets$40,455,237
Participants102
Provider compensation$18.7K2 Schedule C row(s)$18,675
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240821095307NAL0003802737001
- Plan sponsor
- Gordon Thomas Honeywell, Llp
- EIN
- 91-0861866
- Plan number
- 002
- Location
- Tacoma, WA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$40.5M total assets
Net assets$40.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $40,455,237
- Net assets (EOY)
- $40,455,237
- Employer contributions
- $590,045
- Participant contributions
- $338,670
- Total income / additions
- $7,145,811
- Benefits paid
- $1,552,921
- Administrative expenses
- $20,375
- Total expenses
- $1,573,296
- Net increase / (decrease)
- $5,572,515
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dwyer Pemberton & Coulson Pc | ACCOUNTING-INCL AUDIT | $14,300 | not reported in the loaded dataset |
| Northwest Ret Plan Consultants LLC | CONTRACT ADMINISTRATOR | $4,375 | not reported in the loaded dataset |