2023 Form 5500 filing — Northwest 401(K) Benefits Group
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 20241014162316NAL0027848689001) for Northwest 401(K) Benefits Group, reported by Sound Ford, Inc under EIN 91-0906207 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014162316NAL0027848689001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Sound Ford, Inc
- EIN
- 91-0906207
- Plan number
- 001
- Location
- Renton, WA
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,021,376
- Total liabilities (EOY)
- $500
- Net assets (EOY)
- $3,020,876
- Employer contributions
- $80,979
- Participant contributions
- $632,601
- Total income / additions
- $1,328,650
- Benefits paid
- $1,410,443
- Administrative expenses
- $71,180
- Total expenses
- $1,483,257
- Net increase / (decrease)
- -$154,607
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | NONE | $45,454 | $0 |
| Lpl Financial Corporation | NONE | $16,406 | not reported in the loaded dataset |
| Lee Cpa Audit Group | NONE | $6,410 | not reported in the loaded dataset |
| Hunnex & Shoemaker, Inc. | NONE | $2,910 | $31 |