2023 Form 5500 filing — T&A Northwest Co. 401(K) 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 20241011162609NAL0039475600001) for T&A Northwest Co. 401(K) Plan, reported by T&A Northwest Co. under EIN 85-4215423 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$319.4KReported net assets$319,442
Participants4
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011162609NAL0039475600001
Plan sponsor
T&A Northwest Co.
EIN
85-4215423
Plan number
001
Location
Lynnwood, WA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$319.4K total assets
Net assets$319.4KLiabilities
Money in vs. money out
Total income / additions$35.1K
Total expenses$12.3K
Benefits paid / distributions$12.3K
Contributions
Employer$8.7K
Participant$9K
Full reported line items
Total assets (EOY)
$319,442
Net assets (EOY)
$319,442
Employer contributions
$8,721
Participant contributions
$9,026
Total income / additions
$35,094
Benefits paid
$12,311
Administrative expenses
$0
Total expenses
$12,311
Net increase / (decrease)
$22,783

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011162609NAL0039475600001 cover?
It is the 2023 Form 5500 filing for T&A Northwest Co. 401(K) Plan, reported by T&A Northwest Co. (EIN 85-4215423).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages