2023 Form 5500 filing — Northwest Medical Specialties, Pllc 401(K) Ps Plan And Trust
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 20241010094115NAL0020772145001) for Northwest Medical Specialties, Pllc 401(K) Ps Plan And Trust, reported by Northwest Medical Specialties, Pllc under EIN 91-1867315 and plan number 002. It reports 324 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094115NAL0020772145001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Medical Specialties, Pllc
- EIN
- 91-1867315
- Plan number
- 002
- Location
- Tacoma, WA
- Participants
- 324
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,899,975
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,899,975
- Employer contributions
- $629,596
- Participant contributions
- $1,252,839
- Total income / additions
- $9,745,792
- Benefits paid
- $1,888,258
- Administrative expenses
- $189,641
- Total expenses
- $2,077,899
- Net increase / (decrease)
- $7,667,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sloy, Dahl, And Holst | NONE | $112,356 | not reported in the loaded dataset |
| Spectrum Pension Consultants, Inc. | NONE | $52,437 | not reported in the loaded dataset |
| Garde Capital, Inc. | NONE | $24,687 | not reported in the loaded dataset |