Copiers Northwest, Inc. Profit Sharing & Savings Plan — Form 5500 plan (Copiers Northwest, 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, Copiers Northwest, Inc. Profit Sharing & Savings Plan is a benefit plan reported by Copiers Northwest, Inc. under EIN 91-1339376 and plan number 003. The latest loaded filing year is 2023. The filing reports 240 participants and $15,081,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Copiers Northwest, Inc.
- EIN
- 91-1339376
- Plan number
- 003
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $15,081,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241014125246NAL0013306979001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,081,288
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,081,288
- Net assets (BOY)
- $13,302,898
Income & contributions
- Employer contributions
- $352,804
- Participant contributions
- $1,107,867
- Total contributions
- $1,629,591
- Total income / additions
- $3,492,760
Expenses & distributions
- Benefits paid
- $1,637,960
- Administrative expenses
- $67,513
- Total expenses
- $1,714,370
- Net increase / (decrease)
- $1,778,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Investment Advisors LLC | ADVISOR | $30,198 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $29,224 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $6,591 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Copiers Northwest, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Seattle, WA
- Cetera Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation