Northwest 401(K) Benefits Group — Form 5500 plan (Sound Ford, Inc)
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, Northwest 401(K) Benefits Group is a benefit plan reported by Sound Ford, Inc under EIN 91-0906207 and plan number 001. The latest loaded filing year is 2023. The filing reports 388 participants and $3,021,376 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sound Ford, Inc
- EIN
- 91-0906207
- Plan number
- 001
- Plan type
- 3
- Location
- Renton, WA
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $3,021,376
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241014162316NAL0027848689001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,021,376
- Total liabilities (EOY)
- $500
- Net assets (EOY)
- $3,020,876
- Net assets (BOY)
- $7,041,058
Income & contributions
- Employer contributions
- $80,979
- Participant contributions
- $632,601
- Total contributions
- $713,580
- Total income / additions
- $1,328,650
Expenses & distributions
- Benefits paid
- $1,410,443
- Administrative expenses
- $71,180
- Total expenses
- $1,483,257
- Net increase / (decrease)
- -$154,607
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Financial Life Insuran | NONE | $45,454 | $0 | 2023 |
| Lpl Financial Corporation | NONE | $16,406 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | NONE | $6,410 | not reported in the loaded dataset | 2023 |
| Hunnex & Shoemaker, Inc. | NONE | $2,910 | $31 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sound Ford, Inc
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Renton, WA
- Transamerica Financial Life Insuran — Schedule C compensation
- Lpl Financial Corporation — Schedule C compensation
- Lee Cpa Audit Group — Schedule C compensation
- Hunnex & Shoemaker, Inc. — Schedule C compensation