2023 Form 5500 filing — Shannon & Wilson, Inc. Ps Retirement & 401(K) 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 20241015174033NAL0049178464001) for Shannon & Wilson, Inc. Ps Retirement & 401(K) Plan And Trust, reported by Shannon & Wilson, Inc. under EIN 91-0745357 and plan number 333. It reports 516 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015174033NAL0049178464001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shannon & Wilson, Inc.
- EIN
- 91-0745357
- Plan number
- 333
- Location
- Seattle, WA
- Participants
- 516
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $116,400,283
- Total liabilities (EOY)
- $34,951
- Net assets (EOY)
- $116,365,332
- Employer contributions
- $2,238,993
- Participant contributions
- $3,270,670
- Total income / additions
- $28,646,407
- Benefits paid
- $13,869,024
- Administrative expenses
- $89,055
- Total expenses
- $13,958,079
- Net increase / (decrease)
- $14,688,328
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rbc Wealth Management | NONE | $47,500 | not reported in the loaded dataset |
| Merrill Lynch, Pierce, Fenner&Smith | NONE | $16,114 | not reported in the loaded dataset |
| Robert W. Baird | NONE | $12,649 | not reported in the loaded dataset |
| Nwps | NONE | $6,510 | not reported in the loaded dataset |