Gordon, Thomas, Honeywell, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Gordon Thomas Honeywell, Llp)

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, Gordon, Thomas, Honeywell, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Gordon Thomas Honeywell, Llp under EIN 91-0861866 and plan number 002. The latest loaded filing year is 2023. The filing reports 102 participants and $40,455,237 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40.5MPlan net assets, end of year$40,455,237
Participants102Covered participants reported
Assets / participant$396.6KComputed: assets ÷ participants$396,620 (computed)
Provider compensation$18.7K2 Schedule C provider row(s)$18,675
Plan sponsor
Gordon Thomas Honeywell, Llp
EIN
91-0861866
Plan number
002
Plan type
2
Location
Tacoma, WA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023102H, C20240821095307NAL0003802737001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$40.5M total assets
Net assets$40.5MLiabilities
Money in vs. money out
Total income / additions$7.1M
Total expenses$1.6M
Benefits paid / distributions$1.6M
Contributions
Employer$590K
Participant$338.7K
Full reported line items

Net assets

Total assets (EOY)
$40,455,237
Net assets (EOY)
$40,455,237
Net assets (BOY)
$34,882,722

Income & contributions

Employer contributions
$590,045
Participant contributions
$338,670
Total contributions
$928,715
Total income / additions
$7,145,811

Expenses & distributions

Benefits paid
$1,552,921
Administrative expenses
$20,375
Total expenses
$1,573,296
Net increase / (decrease)
$5,572,515
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 64%Participant 36%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Dwyer Pemberton & Coulson PcACCOUNTING-INCL AUDIT$14,300not reported in the loaded dataset2023
Northwest Ret Plan Consultants LLCCONTRACT ADMINISTRATOR$4,375not reported in the loaded dataset2023

Related Form 5500 pages