The 401(K) Profit Sharing Plan And Trust Of Christensen Oconnor Johnson Kindness Pllc — Form 5500 plan (Christensen Oconnor Johnson Kindness Pllc)
Plain-English plan 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, The 401(K) Profit Sharing Plan And Trust Of Christensen Oconnor Johnson Kindness Pllc is a benefit plan reported by Christensen Oconnor Johnson Kindness Pllc under EIN 91-0860813 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $39,905,404 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Christensen Oconnor Johnson Kindness Pllc
- EIN
- 91-0860813
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 155
- End-of-year plan assets
- $39,905,404
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 155 | H, C | 20241015155255NAL0058550290001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,905,404
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,905,404
- Net assets (BOY)
- $34,138,987
Income & contributions
- Employer contributions
- $422,286
- Participant contributions
- $927,270
- Total contributions
- $1,436,854
- Total income / additions
- $6,852,755
Expenses & distributions
- Benefits paid
- $922,471
- Administrative expenses
- $163,867
- Total expenses
- $1,086,338
- Net increase / (decrease)
- $5,766,417
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Advisory Services LLC | INVESTMENT ADVISORY | $116,334 | not reported in the loaded dataset | 2023 |
| Vanguard Group Inc. | RECORDKEEPER | $34,351 | $0 | 2023 |
| Uniglobal Pension Planning | TPA | $11,183 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Christensen Oconnor Johnson Kindness Pllc
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Kestra Advisory Services LLC — Schedule C compensation
- Vanguard Group Inc. — Schedule C compensation
- Uniglobal Pension Planning — Schedule C compensation