2023 Form 5500 filing — Williams, Kastner & Gibbs Pllc Retirement 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 20241001165530NAL0003470211001) for Williams, Kastner & Gibbs Pllc Retirement Plan, reported by Williams, Kastner & Gibbs Pllc under EIN 91-0208860 and plan number 001. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001165530NAL0003470211001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Williams, Kastner & Gibbs Pllc
- EIN
- 91-0208860
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,512,652
- Net assets (EOY)
- $55,512,652
- Employer contributions
- $1,021,049
- Participant contributions
- $744,038
- Total income / additions
- $9,431,488
- Benefits paid
- $2,092,893
- Administrative expenses
- $85,135
- Total expenses
- $2,178,028
- Net increase / (decrease)
- $7,253,460
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $37,072 | not reported in the loaded dataset |
| Dwyer Pemberton & Coulson Pc | NONE | $21,750 | not reported in the loaded dataset |
| Reliant Consulting & Research | NONE | $16,415 | not reported in the loaded dataset |
| Merriman Wealth Management LLC | NONE | $7,949 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $371 | $0 |